A 25-minute view

In this interview with Lee which is part of our Practical Planning month, we hear from Jacqueline Lockie on her career and her role within ‘Your Financial Planning Maestro’ and how she is helping advisers gain the Certified Financial Planner certification.

In an expansive interview she talks technique, timescales required, but most importantly how she is actively helping, and the benefits the CFP certification brings to the financial planner and their clients.

There is just masses packed into this session and we would highly commend those considering the CFP route to check out the specific Certified Financial Planners Group here on Octo too.

It really is packed with helpful ideas, tools, tactics, and content to help you explore the CFP and get underway.  Jackie also offers specific training to those getting serious about certification.

Genuinely useful thinking in this video and within the Group.

Do you have any specific topics you wish us to consider as part of Practical Planning month? Let us know.