S4:E1 How to pass your financial plan assessment and gain your CFP certification in the UK

In the first of the series, we talk to Gareth Tregidon CFP™, CEO and Head of Financial Planning at Nugenis Financial Planning Ltd.

Gareth was a CFP assessor for the Institute of Financial Planning L6 and Chartered Institute for Securities and Investment L7 financial plan case study assessor for many years and has assessed 600 financial plan assessments!

We talk all things assessment related including:

• How to approach your plan creation.
• Do's and don'ts when it comes to assumptions.
• Common mistakes, how they happen and what to do about them.
• His approach as an assessor; what he was looking for and why. 
• Why the retirement planning section is so tricky and how to approach it to maximise your chances of passing this section.

If you are writing up your financial plan at the moment or thinking about obtaining your CISI L7 case study in August, this is a must listen episode.

Gareth's Bio:

Gareth Tregidon is a Certified Financial Planner and Chartered Fellow (Financial Planning), and currently CEO of Nugenis Financial Planning in Cardiff.

Gareth has been involved in the financial services sector for over 35 years, including periods as an Independent Financial Adviser (IFA) and Financial Planner, as well as working in management for both insurance companies and financial services firms.  He was also Branch Chairman for the Institute of Financial Planning (IFP) between 2006-2011, and Branch Chairman of the Year in 2010.

From 2007 until 2021 Gareth was a Senior Assessor for the CFP licence, in addition to which he has undertaken various work for the IFP and, since 2015, CISI.  This has involved writing case studies and educational material, technical and exam-related work, as well as running courses aimed at helping ‘advisers’ become ‘planners’.