This series of podcasts is aimed at professional financial planners, advisers and paraplanners in the UK.
We talk all things Certified Financial Planner in the UK and globally. We talk to CFP professionals and get tips and inspiration on how and why becoming a CFP professional has been the best thing they've every done!
We also talk to those new to the profession and follow their journeys at different points in their professional lives.
Kate Holmes
Financial Planning Association
Beyond the Balance Sheet
Citywire
The Institute of Advanced Financial Planners | David Miller
XY Media
Caleb Brown
PracticeLab podcast
Adviser Gap
John Brown
Broc Buckles and Peter Ciravolo
The Heritage Institute
Sam Oakes
Alan Moore and Michael Kitces
financialdna
financialdna
Investment Quorum
Cambridge
Daniel Kopp, Forrest Baumhover
XY Media
Dominique Henderson, CFP®
Ben D. Jones and Emily Larsen with BMO Global Asset Management
Michael Kitces
Susan Bradley
Charlie Van Derven
Private Vista
Justin Bennett
Jacqui Henderson
Francois du Toit
...For Advisors
Citywire
Buckingham Wealth Partners
Brendan Frazier
Clarity 2 Prosperity
Caprice Gibson
The Pinnacle Group
Bill Coppel
Kim Butler and Tammi Brannan
nextgenin10
Eric Lawton
Betsy Wiersma & Harbor Wealth Management
Ken Unger
Investment Planning Counsel
Citywire
Alan Smith; Andy Hart; Carl Widger; Nick Lincoln
Tony Steuer
Barron's Advisor
Reese Harper, CFP®
Dan Doran
XY Media
LifeYield
Michael Lawes
John F. Dini
Hartford Funds
WIFS
David DeCelle
InvestmentNews, Michael Silver, Eric Sheikowitz
Scott Morrison and Matt Nordmann
Financial Planning
Gretchen Betts
The Entrepreneurial Wealth Manager Podcast
Fred Barstein
Steve Sanduski
Ivy & Ava Skye
Your Retirement Team
CWB Wealth Management
Mark Wade
tru Independence
Brian Kasal
Pete Bush
Robert Curtiss
Billy Hopkins & Kyle Kuyat
TD Ameritrade Institutional
The Brighthouse Financial Insights Panel
DPL Financial Partners
The Evolving Advisor Podcast
womenworkinginwealth
Duncan MacPherson
Bridging The Gap
Morrie W. Reiff
The Financial Planning Training Academy
Openwork Mortgage & Protection
Laura Gregg and David Partain
Laura Gregg and David Partain
Laura Gregg and David Partain
Scott Fitzpatrick
Momentum Media
Laura Gregg and David Partain
Laura Gregg and David Partain
Laura Gregg and David Partain
Alliance of Comprehensive Planners (ACP)
Scott Fishman and Cliff Jurdi
MetLife Australia
Cooper Lewis at Highland Capital Brokerage
None
Reuben Bergola
Mike McGlothlin
Victor Pantaleoni
For Advisors