Lockie Consultants
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Lockie Consultants
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Description
This channel is owned by Lockie Consultants and is for professional paraplanners, financial advisers, planners and wealth managers and anyone studying to become a regulated individual in the UK. Many videos will highlight issues that you need to think about whilst studying to become a Certified Financial Planner. These are based on my personal experience as a CFP professional, former Head of Financial Planning at the Chartered Insurance for Securities and Investment, Director of Training and Education of the Institute of Financial Planning and having trained and assessed over 1,000 CFP case study assessments in the past. We help train those undertaking the L7 case study assessment part of the CFP designation in the UK.
Industry
podcast, youtube