Your Financial Planning Maestro

Jacqueline Lockie

Subscribe in Parasocial

Free on the App Store for iPhone, iPad and Mac. No subscription. Once it is installed, tap this link again and the show is yours. Already have it? Open in Parasocial.

About

This series of podcasts is aimed at professional financial planners, advisers and paraplanners in the UK. We talk all things Certified Financial Planner in the UK and globally. We talk to CFP professionals and get tips and inspiration on how and why becoming a CFP professional has been the best thing they've every done! We also talk to those new to the profession and follow their journeys at different points in their professional lives.

Also on

Recent episodes

  • S12:E8 - First time pass of CISI L7Oct 2, 2025 · 21 min
  • S12:E7 - CFP changed my whole approach to giving adviceSep 25, 2025 · 24 min
  • S12:E6 - CFP opened my eyesSep 18, 2025 · 32 min
  • S12:E5 - CFP has changed how I advise clientsSep 11, 2025 · 32 min
  • S12:E4 - CFP is tough but worth itSep 4, 2025 · 26 min
  • S12:E3 - CFP is not for the faintheartedAug 28, 2025 · 31 min
  • S12:E2 - Persistence is keyAug 21, 2025 · 28 min
  • S12:E1 - The retirement you didn't see comingAug 14, 2025 · 55 min
  • S11:E8 CFP has changed how I do financial planningApr 10, 2025 · 24 min
  • S11:E7 - How to succeed in CFP certificationMar 27, 2025 · 26 min

Website · RSS feed