1. Benefits of CFP™ Certification
Becoming a CFP professional means that you can better differentiate yourself and your firm from other financial advisers. It also helps give you the tools to be able to do comprehensive financial planning, create financial plans for your clients, and charge for doing so. Going through the process to become a CFP professional has been revolutionary for some and enlightening for many.
2. Additional Professional Opportunities and Client Trust
Being a CFP also allows you to attend exclusive events and contacts with other CFP professionals from around the world.
International research by FPSB has shown that there is an increased propensity for clients to received peace of mind and actionable advice when working with a CFP professional. Read more about it here. Value of Financial Planning | FPSB
3. Support and Resources for Achieving CFP™ Certification
There are two different types of courses available: for the level 6 exam and for the level 7 financial plan creation. For information about booking the level 6 courses, please see the CISI website or go to www.nextgenplanners.co.uk for the CISI 60-day challenge. At Lockie Consultants we offer full training support for the L7 case study only.
CISI Level 7 case study assessment support we offer:
A. Free resources: Click here to see our free CFP resources.
B. Guided Learning Course – for those who want to work in concentrated sessions of 3-4 hours or more. Commonly useful to business owners who want to take time out of their working week to complete the case study assessment.
C. Supported Learning Course – for those who want to spread the work out up to eight weeks. Commonly useful for those who are employed or working this in around their full-time jobs during evenings and weekends.
D. Additional 1:2:1 coaching: Coaching to help you finish your CFP case study submission. We can help once you have attended the level 7 course or, if you are not doing the course, we can help you get your thinking and process of approach straightened out. Our 1:2:1 coaching is not intended to replace the level 7 intensive course.
E. If you fail your submission: We can challenge your thinking and approach and set you on a better track to success.
4. Coaching and Guidance for Success
We have comprehensive courses and individual 1:2:1 coaching that has proven highly successful in assisting previous candidates with feedback, guidance, and improving their approach to case studies, setting them on the path to success.
See www.courses.lockieconsultants.com for more information on the services we offer.
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