Jacqueline Lockie CFP™
Your Financial Planning Maestro™
We support financial planning professionals studying for the Certified Financial Planner Certification in the UK.
We partner with small and medium sized financial planning firms to build and manage clear career pathways.
Courses & Coaching
CISI Level 7 case study financial plan assessment courses and Pay As You Go 30-minute 1:2:1s coaching which enable you to become a Certified Financial Planner professional in the UK along with other courses to help you prepare.
Career Pathway
Comprehensive graduate and new entrant off the shelf training based on international financial planning research. Covers 12 categories with emphasis on developing your personal and financial planning skills and knowledge.
Our Story
Jackie worked in financial services since 1988 in both technical and client-facing roles as a paraplanner and planner. Described as having a brain like a sponge!
Our Services
CISI L7 case study assessment courses and 1:2:1 coaching along with more general financial planning training and mentoring.
What is Financial Planning
Why is it so important that we provide the right training for the right people…
What is the CFP designation?
How does it work, and what are the benefits? There are a few possible options.
CFP Resources
We have some free materials to give you a feel for what’s involved in creating a financial plan to meet the assessment standards.
Feel free to browse through them. For more comprehensive help, please book a course.
Free Resources
Find a range of free resources that will help you on your journey to becoming a Certified Financial Planner.
Podcast Episodes
Alongside other Certified Financial Planner professionals, we discuss our insights and offer advice which will help you develop and become a CFP professional.
Courses & Coaching
Comprehensive course materials and guidance to pass the CISI L7 case study for CFP certification along with preparation courses.