30 min
S9:E6 - Understanding the scope of the CISI L7 assessment Your Financial Planning Maestro
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- Business
In this week’s podcast episode, we talk to Jane Jones CFP™, Director of Operations at Mackenzie Financial Planning, about her journey to become a CFP professional.
Jane wasn’t fully prepared for what was in store for her and as she puts it, “I was unprepared and thought that I’d just do what I normally do with clients. I hadn’t realised the scope of the assessment.”
Despite the initial difficulties, Jane overcame those issues and passed on her second submission.
Her approach to studying for level 4 and level 6 exams at the same time whilst running the back-office side of a financial planning business and being mum to three children, is remarkable.
Some critical lessons we explore are:
Know what you’re letting yourself in for!
Do some preparatory work before your case study arrives.
Understand how you like to work and plan your time accordingly.
She also explains what stress-foria is and how it helps her work.
If you are about to apply for your CISI L7 case study this month, this is a must listen episode.
#CFP #CISI #FinancialPlanAssessment #podcast
Bio: Jane Jones CFPTM BA (hons) FPFS:
Jane is director of operations at Mackenzie Financial Planning.
She achieved Chartered Financial Planner status and fellowship of the Personal Finance Society in 2022, and recently became a Certified Financial Planner in May 2024.
Jane has worked alongside her husband Paul for almost 15 years, and together they run Mackenzie Financial Planning, a Chartered and Accredited Financial Planning Firm, specialising in providing holistic financial planning in the North West of England.
Jane has a background in paraplanning, and was awarded Paraplanner of the Year at the Institute of Financial Planning Conference in October 2012. She also holds a degree in English Language from the University of Lancaster.
Jane has 3 children, between primary and university age, and is happiest when she can spend time with her children and extended family.
In this week’s podcast episode, we talk to Jane Jones CFP™, Director of Operations at Mackenzie Financial Planning, about her journey to become a CFP professional.
Jane wasn’t fully prepared for what was in store for her and as she puts it, “I was unprepared and thought that I’d just do what I normally do with clients. I hadn’t realised the scope of the assessment.”
Despite the initial difficulties, Jane overcame those issues and passed on her second submission.
Her approach to studying for level 4 and level 6 exams at the same time whilst running the back-office side of a financial planning business and being mum to three children, is remarkable.
Some critical lessons we explore are:
Know what you’re letting yourself in for!
Do some preparatory work before your case study arrives.
Understand how you like to work and plan your time accordingly.
She also explains what stress-foria is and how it helps her work.
If you are about to apply for your CISI L7 case study this month, this is a must listen episode.
#CFP #CISI #FinancialPlanAssessment #podcast
Bio: Jane Jones CFPTM BA (hons) FPFS:
Jane is director of operations at Mackenzie Financial Planning.
She achieved Chartered Financial Planner status and fellowship of the Personal Finance Society in 2022, and recently became a Certified Financial Planner in May 2024.
Jane has worked alongside her husband Paul for almost 15 years, and together they run Mackenzie Financial Planning, a Chartered and Accredited Financial Planning Firm, specialising in providing holistic financial planning in the North West of England.
Jane has a background in paraplanning, and was awarded Paraplanner of the Year at the Institute of Financial Planning Conference in October 2012. She also holds a degree in English Language from the University of Lancaster.
Jane has 3 children, between primary and university age, and is happiest when she can spend time with her children and extended family.
30 min
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