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The Financial Life Coach Podcast

Jan 27, 2020

Jackie Lockie
Head of Financial Planning
CISI
‪@jacquelineloc15‬

We cover:

  • What is the new CFP?
  • What has changed?
  • Why it is a much better system now?
  • How FPTA will be supporting the case study?
  • Why the CFP is still the preeminent qualification world wide?
  • We talk about which cash flow modelling systems will work...