Jacqueline Lockie CFP™

Your Financial Planning Maestro

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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.

Certified Financial Planner case study assessment courses & coaching. Planned and structured CFP™ coaching sessions. 

Graduate and new entrant off the shelf training.  Ethics coaching, mentoring, financial planning training, workshops. 

Behind the scenes of your business. Help with your business’s marketing content for your own exclusive use.

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What is financial planning? Why is it so important that we provide the right training for the right people…

What is the Certified Financial Planner designation? How does it work, and what are the benefits?  There are a few possible options.

YouTube Channel

How I help individual financial planners and 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.

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!
CISI L7 case study assessment courses and 1:2:1 coaching along with more general financial planning training and mentoring and help with marketing content.
Trust Us

Why work with us?

Experience

We have over 20 years’ experience being involved in the Certified Financial Planner offering in the UK.

Case Study Assessment

Get the individual help you need if you have failed your case study submission.

Future Financial Planners

Comprehensive training and development plan.

knowledge

We offer an overarching structure that you can follow in-house, which puts the emphasis on skills and behaviours first.

Simple Charging Structure

One-off charge training and development scheme with unlimited team members.

Free Material

Together we build a bigger, better financial planning profession.

videos, podcasts, articles & insights

Your Financial Planning Maestro

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