S8:E3 - CISI L7 case study: Making recommendations and writing up your plan

In this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the important aspects of various stages of the assessment. They also talk in detail about the most important things that, in their 35 years combined experience of assessing financial plans for Institute of Financial Planning and CISI, are your non-negotiables! This mini series of podcasts is packed full of help, advice and tips to ensure you are on the road to successfully passing the CISI L7 assessment and becoming a CFP professional in the UK.

Chris Wicks bio:

Chris is a specialist adviser with 38 years’ experience for those undergoing major life changes- bereavement, retirement, redundancy, business exit and expatriates leaving and returning to the UK.

He also was a CFP case study assessor for Institute of Financial Planning case study assessment and Chartered Institute for Securities and Investment (CISI) level 7 case study financial plan assessment for over 15 years.

Additionally, in January 2024 Chris also became a course instructor for Lockie Consultants and supports those embarking on the CISI L7 case study financial plan assessment courses.