Jacqueline Lockie CFP™
Your Financial Planning Maestro™

We support financial planning professionals studying for the Certified Financial Planner certification in the UK.
We partner with small and medium sized financial planning firms to build and manage clear career pathways.
Courses & Coaching
Pre-CFP and CFP/CISI Level 7 case study financial plan assessment courses and Pay As You Go 30-minute 1:2:1 coaching to enable you to become a Certified Financial Planner professional in the UK.
Career Pathway
Training and Development Scheme based on international financial planning research for any member of your team including graduates and new entrants coming in at any level.
CFP Resources
We have some free materials to give you a feel for what’s involved in creating a financial plan to meet the assessment standards. Feel free to browse through them. For more comprehensive help, please book a course.
What is financial planning? Why is it so important that we provide the right training for the right people…
SIX STEP PROCESS →
What is the Certified Financial Planner designation? How does it work, and what are the benefits? There are a few possible options.
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REVIEWS

By Jacqueline Lockie CFP™
Our Story
Jackie worked in financial services since 1988 in both technical and client-facing roles as a paraplanner and planner. Described as having a brain like a sponge!

By Jacqueline Lockie CFP™
Our Services
CISI L7 case study assessment courses and 1:2:1 coaching along with more general financial planning training and mentoring.
YOUTUBE CHANNEL
How I help financial planning businesses?
Watch my latest video. We have lots to offer small and medium sized financial planning businesses as well as individuals who want to gain the Certified Financial Planner certification in the UK.