Ex-CISI planning head Jacqueline Lockie becomes CFP coach

Help prepare adviser firms for succession

Jenna Brown
clock • 1 min read
Ex-CISI planning head Jacqueline Lockie becomes CFP coach
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Ex-CISI planning head Jacqueline Lockie becomes CFP coach

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....

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