21 min
S9:E4 -A no course route to CFP Certification Your Financial Planning Maestro
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- Business
In this week’s episode we talk to Will Oswald CFP™, Financial Planner at Chiltern Hills Financial Planning, about his journey to becoming a CFP professional.
Will had a more unusual route to completing his CISI L7 case study assessment when becoming a CFP professional; he missed a course, did some work on it unsupported and then embarked on a series of 1:2:1s to help create and execute a plan to pass.
As Will’s honest account of what happened shows, having to undo some things and redo others to get his financial plan back on track and ready for submission was no mean feat. But his determination and positive mindset won through.
During this interview we talk about the ups and downs of his experience, how it is natural to feel overwhelmed at times but getting support and putting strategies in place can help enormously.
We all have a different journey to become CFP professionals and in every case, those I’ve interviewed have explained that it has changed them for the better. Will’s journey was no exception.
Listen now by searching #YourFinancialPlanningMaestro on YouTube or wherever you stream your podcasts.
#CFP #FinancialPlanning #CISI
Will Oswald CFP™ is a Financial Planner and Director at Chiltern Hills Financial Planning Ltd.
I am a Certified Financial Planner and Chartered Wealth Manager, with a master’s degree (MSc) in Wealth Management, a First-Class Honours degree in Economics and Finance and an Investment Management Certificate. I’ve been working in Wealth Management for over 8 years, working in various roles across Advising, Strategy, Investment Management and Technology.
I help people align their money to meaning. Our approach is all about helping our clients live differently and believe good financial planning is as much about your life as it is your money.
We are true goals-based financial planners, starting by really understanding what's important to clients (before even talking money!), and then we build them a life-orientated financial plan. This involves using cash-flow modelling to show whether their goals can become a reality and if they're not, how we can help them get there, with an emphasis on actionable, easy-to-implement advice. We offer a complete approach and advise on everything from investments, pensions, estate planning, tax-advantage investments to protection.
Growing up in Devon, I enjoy living an active lifestyle and spending most of my time outdoors. I can be found appreciating great food and travelling with friends and family, keeping fit, teaching myself Spanish or supporting the Exeter Chiefs rugby team.
In this week’s episode we talk to Will Oswald CFP™, Financial Planner at Chiltern Hills Financial Planning, about his journey to becoming a CFP professional.
Will had a more unusual route to completing his CISI L7 case study assessment when becoming a CFP professional; he missed a course, did some work on it unsupported and then embarked on a series of 1:2:1s to help create and execute a plan to pass.
As Will’s honest account of what happened shows, having to undo some things and redo others to get his financial plan back on track and ready for submission was no mean feat. But his determination and positive mindset won through.
During this interview we talk about the ups and downs of his experience, how it is natural to feel overwhelmed at times but getting support and putting strategies in place can help enormously.
We all have a different journey to become CFP professionals and in every case, those I’ve interviewed have explained that it has changed them for the better. Will’s journey was no exception.
Listen now by searching #YourFinancialPlanningMaestro on YouTube or wherever you stream your podcasts.
#CFP #FinancialPlanning #CISI
Will Oswald CFP™ is a Financial Planner and Director at Chiltern Hills Financial Planning Ltd.
I am a Certified Financial Planner and Chartered Wealth Manager, with a master’s degree (MSc) in Wealth Management, a First-Class Honours degree in Economics and Finance and an Investment Management Certificate. I’ve been working in Wealth Management for over 8 years, working in various roles across Advising, Strategy, Investment Management and Technology.
I help people align their money to meaning. Our approach is all about helping our clients live differently and believe good financial planning is as much about your life as it is your money.
We are true goals-based financial planners, starting by really understanding what's important to clients (before even talking money!), and then we build them a life-orientated financial plan. This involves using cash-flow modelling to show whether their goals can become a reality and if they're not, how we can help them get there, with an emphasis on actionable, easy-to-implement advice. We offer a complete approach and advise on everything from investments, pensions, estate planning, tax-advantage investments to protection.
Growing up in Devon, I enjoy living an active lifestyle and spending most of my time outdoors. I can be found appreciating great food and travelling with friends and family, keeping fit, teaching myself Spanish or supporting the Exeter Chiefs rugby team.
21 min