The return of the CFP - Jackie Lockie

Jackie Lockie
Head of Financial Planning
CISI
‪@jacquelineloc15‬

We cover:

  • What is the new CFP?
  • What has changed?
  • Why it is a much better system now?
  • How FPTA will be supporting the case study?
  • Why the CFP is still the preeminent qualification world wide?
  • We talk about which cash flow modelling systems will work for the CFP the fact you need to be an expert user. If not, excel is still the best way to pass the exam.
  • How Steve sticks his foot in it within the first 2 minutes..

Om Podcasten

The official podcast of The Financial Planning Training Academy. Hosted by Steve Martin and Damien Rylett. If you are Financial Adviser or Planner who is passionate about getting better, you have come to the right place. This is a series of conversations with the leading lights in financial services who are willing to share their knowledge.