Benefits and Support for Certified Financial Planner™ Professionals There are benefits and support available for those looking to achieve CFP™ certification.
Understanding the Certified Financial Planner™ (CFP) Designation If you would like to better understand the Certified Financial PlannerTM (CFP) designation, then you've come to right blog post.
Why Is Critical Thinking So Important When Giving Financial Planning Advice To Clients? Let’s explore this question and show how it can improve client outcomes.
Road map to becoming a CFP professional in the UK Are you interested in becoming a CFP Professional in the UK? Here's a road map guiding you through exactly what to do to achieve your goal!
Financial Planning Certification Questions and Answers After a number of questions about obtaining Certified Financial PlannerTM Certification in the UK I've compiled the answers here.
Career Pathway Many smaller financial planning firms would love to attract, recruit and train new people! So how do we attract people into financial planning?
Help Passing Your CFP Assessment Please find a selection of videos you may find useful in this post - Our Journal and YouTube channel also includes more practical help.
What is Financial Planning? FPSB defines financial planning as a “process of developing strategies to help people manage their financial affairs to meet life goals.”
Help is Here We have lots for SME financial planning businesses and individuals who want to gain the Certified Financial Planner designation in the UK.
Gifting The impact of family gifting during the pandemic is wider than just the money - details show that 15% of parents expect to provide family aid.
Video Tips & Guides for Passing Your CFP Assessment We also create YouTube Videos to give practical help and tips for passing your CFP Assessment as well as more information on what we are doing.
Our Story Jackie has worked in financial services since 1988, in technical and client-facing roles, here's how this beginning led to Lockie Consultancy.
