Jacqueline Lockie CFP™
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We support financial planning professionals studying for the Certified Financial Planner certification in the UK.
If you would like to book a course to help you with your CISI L7 case study financial plan assessment, the final stage to becoming a CFP professional in the UK, please use the button below to find out more and to book.
We offer courses and 30-minute Pay As You Go 1:2:1 coaching sessions. All our 1:2:1s are recorded and you will receive a YouTube link after you coaching session so you can watch it back for up to six months.
You do not need to have signed up for a course with us to make use of the PAYG 1:2:1 coaching.
We partner with small and medium sized financial planning firms to build and manage clear career pathways.
If you would like to know more about our unique financial planning training and development scheme that is based on international financial planning research, please watch the video on the homepage and read the Journal article that explains how it works in more detail.
We are happy to answer any questions to help you decide if the scheme is best for you and your business. Please get in touch using the form below and we will arrange a call.
Do you have a different query?
Please fill out this contact form to ask any questions about our courses, 1:2:1 coaching, training and development scheme or anything else.
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.