Your Financial Planning Maestro
By Jacqueline Lockie
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Image by Jacqueline Lockie
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Episodes: 98
Description
This series of podcasts is aimed at professional financial planners, advisers and paraplanners in the UK.
We talk all things Certified Financial Planner in the UK and globally. We talk to CFP professionals and get tips and inspiration on how and why becoming a CFP professional has been the best thing they've every done!
We also talk to those new to the profession and follow their journeys at different points in their professional lives.
| Episode | Date |
|---|---|
|
S12:E8 - First time pass of CISI L7
|
Oct 02, 2025 |
|
S12:E7 - CFP changed my whole approach to giving advice
|
Sep 25, 2025 |
|
S12:E6 - CFP opened my eyes
|
Sep 18, 2025 |
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S12:E5 - CFP has changed how I advise clients
|
Sep 11, 2025 |
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S12:E4 - CFP is tough but worth it
|
Sep 04, 2025 |
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S12:E3 - CFP is not for the fainthearted
|
Aug 28, 2025 |
|
S12:E2 - Persistence is key
|
Aug 21, 2025 |
|
S12:E1 - The retirement you didn't see coming
|
Aug 14, 2025 |
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S11:E8 CFP has changed how I do financial planning
|
Apr 10, 2025 |
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S11:E7 - How to succeed in CFP certification
|
Mar 27, 2025 |
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S11:E6 - Practical tips to improve your client interactions
|
Mar 20, 2025 |
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S11:E5 - Strong foundations to become CFP
|
Mar 13, 2025 |
|
S11:E4 - Mastering the journey to CFP success
|
Mar 06, 2025 |
|
S11:E3 - CFP makes you a better planner!
|
Feb 27, 2025 |
|
S11:E2 - Simplify to gain CFP
|
Feb 20, 2025 |
|
S11:E1 - The key 'must dos' to pass CFP
|
Feb 13, 2025 |
|
S10:E9 - Financial Planning Week Special
|
Jan 15, 2025 |
|
S10:E8 - Stay accountable to pass CFP
|
Dec 30, 2024 |
|
S10:E7 - CFP needs strategic time management
|
Dec 19, 2024 |
|
S10:E6 - Golf pro to CFP pro
|
Dec 12, 2024 |
|
S10:E5 - Critical thinking to pass CFP
|
Dec 02, 2024 |
|
S10:E4 - Report writing skills to become a CFP professional
|
Nov 28, 2024 |
|
S10:E3 - CFP = compliance made easy
|
Nov 21, 2024 |
|
S10:E2 - Don’t give up on becoming a CFP professional!
|
Nov 14, 2024 |
|
S10:E1 - Time is key to become a CFP professional
|
Nov 07, 2024 |
|
S9:E7 - How I got a 99% first time pass!
|
Jun 06, 2024 |
|
S9:E6 - Understanding the scope of the CISI L7 assessment
|
May 23, 2024 |
|
S9:E5 - How CFP benefits my clients
|
May 20, 2024 |
|
S9:E4 -A no course route to CFP Certification
|
May 09, 2024 |
|
S9:E3 - Architecture + admin + paraplanning + financial planning = CFP professional
|
May 02, 2024 |
|
S9:E2 - How to tackle your CFP Financial Plan assessment
|
Apr 25, 2024 |
|
S9:E1 - How to decide what you want from an employer
|
Apr 18, 2024 |
|
S8:E4 - What to do if you are unsuccessful with your CISI L7 submission
|
Apr 11, 2024 |
|
S8:E3 - CISI L7 case study: Making recommendations and writing up your plan
|
Apr 05, 2024 |
|
S8:E2 CISI L7 case study - Approach and Calculations
|
Mar 28, 2024 |
|
S8:E1 CISI L7 case study assessment - Preparation and Approach
|
Mar 21, 2024 |
|
S7:E8 - Becoming a CFP pro helps sole practitioners
|
Feb 29, 2024 |
|
S7:E7 - Shifting your mindset to become a CFP professional
|
Feb 22, 2024 |
|
S7:E6 From adversity comes huge learning and benefits - my journey to CFP certification
|
Feb 15, 2024 |
|
S7:E5 - Rocky but worthwhile road to CFP certification
|
Feb 08, 2024 |
|
S7:E4 - The long term benefits to businesses who support their teams to become CFP pros
|
Feb 01, 2024 |
|
S7:E3 How financial planning businesses can best support future leaders to gain CFP certification
|
Jan 25, 2024 |
|
S7:E2 - Combining financial planning and discretionary management to help me become a CFP professional
|
Jan 18, 2024 |
|
S7:E1 Becoming a CFP profession whilst overcoming the deaded spreadsheet fears!
|
Jan 11, 2024 |
|
S6:E10 Christmas Special - Changes to the global financial planning standards
|
Dec 14, 2023 |
|
S6:E9 Tips, tips, tips - An inspiring journey to become a CFP professional
|
Dec 07, 2023 |
|
S6:E8 Changing careers - From building sites to financial planner in two years!
|
Nov 30, 2023 |
|
S6:E7 Engaging clients using social media - the do's and don'ts!
|
Nov 23, 2023 |
|
S6:E6 Entrepreneurs: Helping you improve your work/life balance with Travis Parry
|
Nov 16, 2023 |
|
S6:E5 Gaining CFP™ certification and the benefits it brought to our financial planning business
|
Nov 09, 2023 |
|
S6:E4 Tough but worth it - how overcoming problems helped my gain my CFP certification
|
Nov 02, 2023 |
|
S6:E3 How to pass your CFP™certification and give something back to the profession
|
Oct 26, 2023 |
|
S6:E2 Honesty is the best policy - never more relevant than when completing your CFP™ designation
|
Oct 19, 2023 |
|
S6:E1 The ups and downs of gaining my CFP designation and paraplanner support
|
Oct 12, 2023 |
|
S5:E8 Mentoring and the do's and don'ts when setting out to gain your CFP Certification
|
Mar 30, 2023 |
|
S5:E7 How to prepare for and pass your CISI L7 case study assessment
|
Mar 23, 2023 |
|
S5:E6 The future of the global financial planning profession
|
Mar 09, 2023 |
|
S5:E5 Running a successful FP business, women in finance and what the Government needs to do!
|
Feb 09, 2023 |
|
S5:E4 How understanding the psychology of money can help you give better advice
|
Feb 02, 2023 |
|
S5:E3 My journey to become a Certified Financial Planner professional - you can do it too
|
Jan 26, 2023 |
|
S5:E2 The impact of erring on the side of caution in the financial planning process
|
Jan 19, 2023 |
|
S5:E1 How my secret superpower has helped me become a more confident financial planner
|
Jan 12, 2023 |
|
S4:E8 How to ensure that your working environment is welcoming to LGBTQA+ team members
|
Sep 15, 2022 |
|
S4:E7 How passing the CFP has helped me evolve my role as a paraplanner
|
Sep 08, 2022 |
|
S4:E6 How mentoring helped me become a CFP professional and a better financial planner
|
Sep 02, 2022 |
|
S4:E5 How to spot and stop financial abuse in client meetings
|
Aug 25, 2022 |
|
S4:E4 How I use CFP certification to attract good quality clients
|
Aug 18, 2022 |
|
S4:E3 How you can apply your life experiences to become a great financial planner
|
Aug 11, 2022 |
|
S4:E2 Failing when you are new to the profession and expectations are high
|
Aug 04, 2022 |
|
S4:E1 How to pass your financial plan assessment and gain your CFP certification in the UK
|
Jul 28, 2022 |
|
S3:E10 Get a day a week of your life back by changing the way you communicate
|
May 26, 2022 |
|
S3:E9 Being a chameleon won't help you excel in business
|
May 19, 2022 |
|
S3:E8 Find out about the new technological advances in the financial planning profession
|
May 12, 2022 |
|
S3:E7 Are you passionate about attracting new talent to the profession? Find out how others are taking a different tack to do just that
|
May 05, 2022 |
|
S3:E6 Want happier financial planning clients? Then improve the questions you ask them!
|
Apr 28, 2022 |
|
S3:E5 Get your marketing straightened out to attract the right clients
|
Apr 21, 2022 |
|
S3:E4 Is there a real difference between financial planning and life planning?
|
Apr 14, 2022 |
|
S3:E3 Need to get clear on ESG - what you offer and how to analyse funds?
|
Apr 07, 2022 |
|
S3:E2 Global financial planning - how the advice world is adapting
|
Mar 31, 2022 |
|
S3:E1 Challenging your thinking: Structuring your financial planning offering
|
Mar 24, 2022 |
|
S2:E9 Old CFP, new CFP - why I was determined to pass my CFP certification
|
Feb 17, 2022 |
|
S2:E8 Vulnerable Clients: The practical implications of telling a client that you are treating them as 'vulnerable'
|
Feb 10, 2022 |
|
S2:E7 Are you giving away financial plans as a loss leader to gain assets under management?
|
Feb 03, 2022 |
|
S2:E6 From investment manager to CFP - how the process has helped me improve my wealth management business
|
Jan 27, 2022 |
|
S2:E5 You can do it too - From leaving school with 3 GCSEs to becoming a CFP professional and running my own business
|
Jan 20, 2022 |
|
S2:E4 Why financial planning is so much more than cashflow planning and how CFP has strengthen my passion to help clients
|
Jan 13, 2022 |
|
S2:E3 with Louise Sagar - How CFP contributed to me creating my own lifestyle financial planning business
|
Jan 06, 2022 |
|
S2:E2 Wendy Fleming CFP™ - Identifying and supporting wealthy clients who get into debt
|
Dec 30, 2021 |
|
S2:E1 Joanna Redmond - Christmas special: More practical tips on how to avoid making mistakes when creating your CISI L7 financial plan
|
Dec 22, 2021 |
|
S1:E9 CISI Financial Plan Case Study Assessments - the do's and don'ts to pass and obtain your CFP certification
|
Oct 28, 2021 |
|
S1:E8 How to put Certified Financial Planner certificaiton at the centre of your business
|
Oct 22, 2021 |
|
S1:E7 Revisiting our new entrants - sharing useful tips for employers
|
Oct 14, 2021 |
|
S1:E6 Why I became a CFP Professional and my journey to get there!
|
Oct 07, 2021 |
|
S1:E5 Making assumptions when creating financial plans
|
Sep 30, 2021 |
|
S1:E4 Lessons I learned and the improvements in my business because of the Certified Financial Planner certification
|
Sep 23, 2021 |
|
S1:E3 Visiting two new entrants to the financial planning profession
|
Sep 17, 2021 |
|
S1:E2 Certified Financial Planner professional, Amyr Rocha Lima talks about the impact of going through the CFP process and how he gives better advice to his clients now
|
Sep 09, 2021 |
|
S1:E1 Global financial planning and the Certified Financial Planner designation - interview with Noel Maye, CEO of FPSB
|
Aug 25, 2021 |