Journal - Lockie Consultants

13 Articles

CISI Level 7 Case Study ×

More tips on how to pass CISI L7 financial plan case study without stressing

Back by popular demand here is the second blog packed full of more tips and advice from CFP professionals who have recently passed the CISI Level 7 case study financial plan assessment: the final step...

CFP UK CISI Level 7 Case Study Certified Financial Planner Tips

28 Oct 2025

How to avoid the common pitfalls of the CFP case study

I have been involved with the CFP for over 25 years and have seen many common themes of the case studies that fail the assessment process. Having been a CFP case study assessor, trained assessors and ...

CFP UK CISI Level 7 Case Study Certified Financial Planner Tips

20 Oct 2025

How to ace the CISI L7 case study assessment

The CISI Level 7 case study assessment is one of the most demanding challenges for financial planners and paraplanners. My experience tells me that many people come to the CISI L7 case study under pre...

CFP UK CISI Level 7 Case Study Certified Financial Planner Tips

7 Oct 2025

Top 10 Tips to Pass the CISI Level 7 Case Study

The Your Financial Planning Maestro has now interviewed over 100 people, all of whom I’ve helped become CFP professionals in the last 3 years. They’ve all come to those interviews armed with stacks of...

CFP UK CISI Level 7 Case Study Certified Financial Planner Tips

30 Sept 2025

Spurious Accuracy - Why CFP forces you to improve your critical thinking skills

We all like to think that we are above average in most things when it comes to financial planning. But statistically, that clearly cannot be the case! There are two major omissions that I see time and...

CFP UK CISI Level 7 Case Study Certified Financial Planner Tips

6 Jun 2025

Benefits and Support for Certified Financial Planner™ Professionals

There are benefits and support available for those looking to achieve CFP™ certification.

CFP UK CISI Level 7 Case Study Certified Financial Planner Tips

12 Nov 2024

Understanding the Certified Financial Planner™ (CFP) Designation

If you would like to better understand the Certified Financial PlannerTM (CFP) designation, then you've come to right blog post.

CFP UK CISI Level 7 Case Study Certified Financial Planner Tips

12 Nov 2024

Why Is Critical Thinking So Important When Giving Financial Planning Advice To Clients?

Let’s explore this question and show how it can improve client outcomes.

CFP UK CISI Level 7 Case Study Certified Financial Planner Tips

30 Oct 2024

Road map to becoming a CFP professional in the UK

Are you interested in becoming a CFP Professional in the UK? Here's a road map guiding you through exactly what to do to achieve your goal!

CFP UK CISI Level 7 Case Study Certified Financial Planner Tips

30 Oct 2024

Financial Planning Certification Questions and Answers

After a number of questions about obtaining Certified Financial PlannerTM Certification in the UK I've compiled the answers here.

CFP UK CISI Level 7 Case Study Certified Financial Planner Tips

30 Oct 2024

Help Passing Your CFP Assessment

Please find a selection of videos you may find useful in this post - Our Journal and YouTube channel also includes more practical help.

CFP UK CISI Level 7 Case Study Certified Financial Planner Tips

29 Oct 2024

What is Financial Planning?

FPSB defines financial planning as a “process of developing strategies to help people manage their financial affairs to meet life goals.”

CFP UK CISI Level 7 Case Study Certified Financial Planner Tips

29 Oct 2024

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You can also find a wealth of further tips, support and interviews with those who have completed their
Certified Financial Planner certification by giving our podcast a listen.