Lockie Consultants

Lockie Consultants specialises in supporting financial planning professionals pursuing Certified Financial Planner (CFP) certification in the UK. Founded by Jacqueline Lockie CFP™, described as having "a brain like a sponge," the consultancy brings extensive expertise from her career in financial services since 1988, working in both technical and client-facing roles as a paraplanner and planner.

The company offers comprehensive CISI Level 7 case study assessment courses and flexible pay-as-you-go 30-minute one-to-one coaching sessions designed to guide professionals through the CFP certification process. Their services extend beyond certification preparation to include career pathway development, providing off-the-shelf training programmes based on international financial planning research covering 12 categories with emphasis on developing personal and financial planning skills.

Lockie Consultants partners with small and medium-sized financial planning firms to build and manage clear career pathways for their teams. They understand the importance of proper training for the right people in the financial planning sector. The consultancy provides free resources, podcasts featuring certified professionals sharing insights, and comprehensive course materials. Their approach combines structured learning with practical guidance, ensuring professionals are well-prepared for both the certification assessment and their ongoing career development in financial planning.