Our Journal also includes videos to give practical help on passing your CFP assessment as well as more information on what we are doing.
Have you been unsuccessful with your CFP case study assessment submission?
A YouTube video by Jacqueline Lockie.
JL : Hello and welcome, I‘m Jackie Lockie your financialplanning maestro.
I’ve just come off the phone afterhaving a great conversation withsomebody who was unsuccessfulon their first attempt at passing theircertified financial planner licensecase study assessment. It’s a tough thing to get through anyway, but they weren’t successful on thatfirst attempt. They had a feedbackletterand they weren’t very happy, verydemoralised, finding it very hard to find a waythroughall the feedback that was presented tothem, about the things they need to fix.
So we talked through what happened, how they approached the case study. I offered them some support andconfidence so they could get through it. When we came to the end of ourconversationthey wanted to know about the next steps andhow specifically I can help them. We discussed a number of differentthings; first of all,looking at the feedback letterso we could see exactly what hadgone on and exactly what the CFP assessors were unhappy about. After that, we devised a strategyof how they were going to rectifyall those different pieces, and also inthe particularorder that would be best in order tomaximise their chancesof being successful on their secondattempt.
We also have to be mindful of theresubmission deadline to make surethat they could get their planready and fixedin time to be reassessed in the nextwindow. And perhaps one of the most importantthings that I can dois that I can hold them to accountsomething is very importantand actually having somebody who’s inyour corner fighting your cornerwith you can really help withgiving you the confidence boost afterreceivingthat kind of news.
So if you find yourself in a similarsituation and you would like a bit ofhelp and support from meplease go to my websitelockieconsultants.comclick on the links and let’s have afree half-hour catch upand see where you’re at. See you again soon, bye.
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