Certified Financial Planner Tag

14 Jun Road map to becoming a CFP professional in the UK

Posted at 16:46h in Planners by blankadmin

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Are you interested in becoming a CFP Professional in the UK? Here's a road map guiding you through exactly what to do to achieve your...

an image of Jackie lockie from lockie consultants for cfp courses online journal page

01 Mar Questions?

Posted at 06:36h in Planners by blankadmin

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I'm receiving an increasing number of questions about the logistics of obtaining Certified Financial PlannerTM Certification in the UK so thought that I would answer...

A man plays a trumpet against a pale pink background, there are white notes hanging in the air above him. The man is dark haired, Caucasian, and wears a black suit with a white shirt. For blog: Question?

03 Sep Career Pathway

Posted at 12:01h in Planners by blankadmin

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'Financial Planning Symphony' is the name of Lockie Consultants' Comprehensive Training and Development scheme for small and medium-sized financial planning firms....

a hand held in a hand. for blog post: gifting

15 May Gifting

Posted at 12:05h in Articles, Clients Testimonials, Planners by blankadmin

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The impact of family gifting during the pandemic is wider than just the money. According to a report issued by Legal & General, 5.5...

A woman hold a hand to her hand, she is clearly suffering from a severe headache. For blog: financial planning profession

03 Apr Trouble Ahead?

Posted at 11:59h in Articles, Planners by blankadmin

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Have you identified your ideal potential clients? Are they professionals from the legal and accountancy professions only? If so, it might be worth broadening out...

A woman plays a large, dark wood piano, with her back to the camera. For Blog: The future of the financial planning profession

03 Apr The Future

Posted at 11:12h in Articles, Financial Planners by blankadmin

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An article published in the Financial Times on 23rd March 2021 entitled: Professional services face losing junior staff to burnout) highlighted the impact of the...