The return of the CFP - Jackie Lockie
The Financial Life Coach Podcast - A podcast by The Financial Planning Training Academy
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..
