Ex-CISI planning head Jacqueline Lockie becomes CFP coach

Help prepare adviser firms for succession

Jenna Brown
clock • 1 min read

Lockie Consultants, the business launched in March by former CISI financial planning head Jacqueline Lockie, has had a busy summer as it helped more than 30 professionals with their CISI L7 financial plan submissions.

The fledgling business offers one-to-one case study assessment training, coaching, mentoring, financial planning training, workshops and help with marketing content to financial services professionals. Lockie said: "Our scheme is designed based on international research and broken down into 12 categories and set with timescales. It is designed to give a new entrant, whether a graduate or not, a clear pathway to become a CFP." Using the tagline ‘Your Financial Planning Maestro', Lockie is trying to build an online presence with a YouTube channel, regular email newsletters and is also s...

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