S10:E2 - Don’t give up on becoming a CFP professional!

Don’t give up on becoming a CFP professional!

One simple but vitally important message from this week’s #YourFinancialPlanningMaestro podcast guest. 

We talked to Oluwaseun Apta about his journey from joining a graduate program in banking and wealth management, seeing the positive impact on clients of good investment advice, becoming a financial crime specialist.  After doing some research into what CFP meant to clients and other CFP professionals and realising what a positive impact he could have on potential client’s lives if he became a CERTIFED FINANCIAL PLANNER, he worked outside office hours to become a CFP professional and start his own wealth management business. 

What a journey it was.  Throughout that journey Oluwaseun was 100% committed and determined to pass the #CISI level 7 case study assessment. 

We talk about his entire route to CFP via level 4, level 6 exam and finally, the approach he took to pass the level 7 case study financial plan assessment and become a CFP professional. 

We also talked about the impact that his experience had on the way he set up his new business and his approach with clients. 

His advice? 

1. Don’t give up – even if you feel like it (and you probably will at some point).  DON’T. 

1. Learning to think through assumptions fully.  It will benefit you in the long run. 

1. Get help – a course and mentor will support you and keep you on track whilst maximising your chances of passing the assessment. 

Thank you Oluwaseun for sharing your journey and advice. 

Listen now by searching #YourFinancialPlanningMaestro on YouTube or wherever you stream your podcasts. 

#CFP #CertifiedFinancialPlanner #FinancialPlanning #CISI #podcast 

Oluwaseun Apta bio: 

Oluwaseun Apata CFP™, Wealth Manager at Bright Star Wealth Management, is an experienced professional in the financial services industry. In the last 12 years, he has worked with some of the largest financial services firms, namely AXA Mansard, Standard Chartered Bank, KPMG, NATWEST, and Barclays Bank.  

Having spent the last 5 years in financial crimes as a contractor, he successfully transitioned into financial planning out of a desire to help people plan towards achieving their long-term financial goals.  

Today, he is qualified as a CERTIFIED FINANCIAL PLANNER™ and on a mission to support as many people improve their financial wellbeing and obtain peace of mind.  

Seun believes that financial planning, if done the right way, can make a significant difference in people’s lives. You do not need to have millions in the bank before you seek financial advice. Whatever stage you are in life, you can start by laying the right foundation and build on it until you achieve your desired goals. 

Seun is married with 2 lovely kids. Outside of work, he enjoys spending time with his family and watching movies.