E56: Grace (Session 20) - Blackstone Real Estate Internship - the RESULTS

E56: Grace (Session 20) - Blackstone Real Est...

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E57: Victor (Session 12) - Certified Financial Planner (CFP) Overview + Study Plan

In this session, Victor shares his progress and if he passed his Insurance exam. We focus most of the episode discussing the CFP designation, the merits of going for the CFA after that, the importance of golf and a few other credentials including the CIMA and CAIA as other potent ...  Show more

E55: Victor (Session 11) - CFP and Insurance Tests on Deck

In this session, Victor gives us all a lesson on the various roles as a financial advisor at Fidelity. We learn the difference between a Relationship Manager, Financial Consultant and Investment Consultant is and how pay is structured from the most junior levels to the highest le ...  Show more

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