This week Sam is joined by Michelle Hoskin from Standards International Ltd, AKA Little Miss Woww!
Michelle is dedicated to raising the international standards of the financial planning profession. She’s already responsible for the Paraplanner Standard certification, pioneering best practice among personal financial planners in the UK and overseas. Today the conversation is focusing on Michelle’s new certification, the Financial Abuse Specialist Certificate and the important role that you can play in identifying clients who are victims of financial abuse.
We also talk about wellbeing within the workplace and the upcoming Standard Certification which is being created to improve the culture within financial planning firms. Of course, a happy and fulfilled workforce can provide the best service to their clients. What an inspiration Michelle is, she’s raising the standards of the financial profession, making it a better place for all involved.
We cover:
- What is financial abuse
- How the Financial Abuse Specialist Certificate will help you and your clients
- Wellbeing within the workplace
- The differences between the financial profession in the UK and other countries
- Michelle’s career journey. How she got into the profession
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.
Financial Planning Qualifications guide https://financialplannerlife.com/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/
2022 Financial planning Salary Guide https://financialplannerlife.com/the-recruit-uk-salary-guide/