20 min
S9:E3 - Architecture + admin + paraplanning + financial planning = CFP professional Your Financial Planning Maestro
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- Business
In this week's episode we talk to Angela McAfee CFP™, about her journey to become a CFP professional.
Angela shares her journey from studying a degree in architecture to CFP professional and how she, like many, seem to fall into the financial planning profession.
During the interview we talked about:
* How her next-door neighbour helped her switch into financial advice
* Why she studied with CISI instead of CII
* The jump between level 4 minimum advice requirements and the CFP
* The vital tips and advice for those thinking of embarking on their own journey to become a CFP professional
Listen now by searching #YourFinancialPlanningMaestro on YouTube or wherever you stream your podcasts.
#CFP #FinancialPlanning #CISI
Angela McAfee Bio:
Angela's career in financial services has spanned circa 17 years, during which she has amassed a wealth of experience across a range of roles with local firms in Northern Ireland, in an outsourced capacity and with National firms.
Self-driven, she sought CISI's Level 7 Diploma in Advanced Financial Planning as a Paraplanner as she was keen to be on a similar knowledge level as the Advisers she was working with.
Outside of work, she leads a busy family life with 3 children and 2 dogs. They are embarking on their second self-build campervan to continue their off-grid travel aspirations.
In this week's episode we talk to Angela McAfee CFP™, about her journey to become a CFP professional.
Angela shares her journey from studying a degree in architecture to CFP professional and how she, like many, seem to fall into the financial planning profession.
During the interview we talked about:
* How her next-door neighbour helped her switch into financial advice
* Why she studied with CISI instead of CII
* The jump between level 4 minimum advice requirements and the CFP
* The vital tips and advice for those thinking of embarking on their own journey to become a CFP professional
Listen now by searching #YourFinancialPlanningMaestro on YouTube or wherever you stream your podcasts.
#CFP #FinancialPlanning #CISI
Angela McAfee Bio:
Angela's career in financial services has spanned circa 17 years, during which she has amassed a wealth of experience across a range of roles with local firms in Northern Ireland, in an outsourced capacity and with National firms.
Self-driven, she sought CISI's Level 7 Diploma in Advanced Financial Planning as a Paraplanner as she was keen to be on a similar knowledge level as the Advisers she was working with.
Outside of work, she leads a busy family life with 3 children and 2 dogs. They are embarking on their second self-build campervan to continue their off-grid travel aspirations.
20 min