Your Financial Planning Maestro

Jacqueline Lockie

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.

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Your Financial Planning Maestro

Episodes (98)

Oct 2, 2025 S12:E8 - First time pass of CISI L7
Sep 25, 2025 S12:E7 - CFP changed my whole approach to giving advice
Sep 18, 2025 S12:E6 - CFP opened my eyes

Your Financial Planning Maestro

Oct 2, 2025
21¼ minutes
49 MB

For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠⁠⁠⁠⁠⁠ In this final episode of series 12 of #YourFinancialPlanningMaestro #podcast we talk to Aaron McAuley CFP from GSB Global Wealth Management about his journey to become a CFP professional. Listen now to find out: 1. How to set the strategy to pass on your first submission 2. How the CFP process will enhance your critical thinking skills 3. The importance of time management for Excel mistakes 4. How you can get create to maximise your chances of success This episode is...

Your Financial Planning Maestro

S12:E8 - First time pass of CISI L7

Jacqueline Lockie

00:00 -21:21