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The Financial Life Coach Podcast

Jan 27, 2020

Jackie Lockie
Head of Financial Planning

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 for the CFP the fact you need to be an expert user. If not, excel is still the best way to pass the exam.
  • How Steve sticks his foot in it within the first 2 minutes..