Collaboration with Lockie Consultants

Octo Members
19 November 2021

Octo members is pleased to announce a collaboration with Lockie Consultants, the business of the Chartered Institute for Securities and Investment’s (CISI) former Head of Financial Planning, to support an increasing number of wealth and investment managers looking to gain the CFP certification in the UK.

Octo Members membership allows access to initial free training and various live group sessions followed by comprehensive online courses run by Lockie Consultants.  The courses will commence in early December and each quarter thereafter, to coincide with the release of this quarter’s case studies by the CISI.

Lee Robertson, CEO of Octo Members Group said, “We were founded for practitioners by practitioners and to be able to collaborate with Lockie Consultants, headed by a financial planner and trainer of the experience of Jacqueline Lockie, shows our deep commitment to the financial planning and wealth management members within Octo. We are incredibly proud to be able to support those who are seeking to attain their CFP certification.”           

Jacqueline Lockie said, “Lockie Consultants is excited to be able to offer support to the wealth managers and financial planners who are members of Octo Members.  We are looking forward to engaging with them to help them understand more about the CFP certification and how incorporating more of the CFP methodology can help them attract and retain clients.  With many investment managers looking to offer more of a one-stop-shop service to clients, having a great financial planning approach in place will be invaluable to them in the future and CFP certification is a fantastic way to differentiate themselves from their competitors.”


CISI is the professional body that awards the Certified Financial Planner™ certification in the UK under sub-licence from the global standards setting body, Financial Planning Standards Board.

Lockie Consultants is an independent training and consultancy company run by Jacqueline Lockie.  They offer training and coaching for those working towards gaining their CFP certification as well as a comprehensive training and development scheme to support small and medium-sized financial planning businesses.


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