A new and improved courses for The Chartered Institute for Securities & Investment (The CISI) L7 case case study, the final step for CFP certification in the UK are available to pre-book now. The pre-course learning will be released on 1 Feb with the main course including how to approach your case study assessment, instructional videos on how to build al your spreadsheets as well as troubleshooting and how to write up your plan will all be released on 13 Feb. If you would like to book a course with us, don't forget to order your case study from CISI by 13 Feb and it will then be emailed to you on 20 Feb. Links are in the comments box below. Don't forget there is plenty to do whilst you wait - listen to Your Financial Planning Maestro podcasts. Series 8 with Christopher Wicks will be particularly useful. Links to that below too. #CFP #cisi #OnlineCourses #CertifiedFinancialPlanner
Lockie Consultants (UK) Ltd
Financial Services
Newbury, Berkshire 68 followers
We support financial planning professionals studying for the Certified Financial Planner certification in the UK.
About us
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.
- Website
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https://lockieconsultants.com/
External link for Lockie Consultants (UK) Ltd
- Industry
- Financial Services
- Company size
- 1 employee
- Headquarters
- Newbury, Berkshire
- Type
- Privately Held
- Founded
- 2021
- Specialties
- CISI L7 case study assessment training courses, Financial Planning training & development scheme creation, and Certified Financial Planner training
Locations
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Primary
Get directions
Newbury, Berkshire RG14 1QL, GB
Employees at Lockie Consultants (UK) Ltd
Updates
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We're thrilled that Jacqueline Lockie CFP™ - Certified Financial Planner Training be talking at the The Chartered Institute for Securities & Investment (The CISI) Young Professionals' Network event this coming Wednesday at Coventry University. Although the event now full, you can still join the waiting list in case anyone drops out - link in the comments box below. What an exciting opportunity for anyone looking to get into finance to find out what it is really like and learn about the many aspects and opportunities to work in that profession.
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We are developing new knowledge and skills improvement learning for our The Chartered Institute for Securities & Investment (The CISI) L7 courses to become a CFP professional in the UK. This new content is based on decades of experience in the financial planning profession and the training that we have undertaken over that time helping hundreds of financial professionals. Read the article by one of our directors, Jacqueline Lockie CFP™ - Certified Financial Planner Training, to find out more. #CFP #Skills #CISI
Helping financial planners and paraplanners gain their Certified Financial Planner™ certification in the UK. Runs courses for CISI L7 case study financial plan assessment. Excellent pass rates.
Using your critical thinking skills when financial planning with clients is vitally important. But I see it severely lacking time and time again. So why aren't we learning about it? Why aren't we using those skills? Why aren't we honing those skills for the benefit of clients? Why does it matter anyway? Well, here's my starter for ten... Lots more to come. #CertifiedFinancialPlanner #CFP #Skills
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Half way through your The Chartered Institute for Securities & Investment (The CISI) L7 case study financial plan assessment? If you are starting to feel that you are running out of time, then here are my tips to help. #CFP #CertifiedFinancialPlanner #CISI