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

E57: Victor (Session 12) - Certified Financia...

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

In this episode, Grace shares the outcome from her Real Estate internship over the past summer and what she is doing her senior year to plan for full time. Is this the end of the road for our mentor-mentee relationship? Time for a victory lap. 

 . 19min 59sec
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

 . 29min 34sec

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