In this session, Victor gives us an update on his Series 7 and 63 exams and he tells us about the success he's had networking and as a result, a big internal transfer and move coming up soon.
Flere episoder fra "Monkey to Millions"
E57: Victor (Session 12) - Certified Financial Planner (CFP) Overview + Study Plan
34:26In 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 potential options down the line.
E56: Grace (Session 20) - Blackstone Real Estate Internship - the RESULTS
19:59In 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.
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E55: Victor (Session 11) - CFP and Insurance Tests on Deck
29:34In 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 levels. Victor talks about his next steps to gain more skills including an exam on Insurance and starting his CFP and CFA in the near future.
E52: Grace (Session 19) - Prepping for Blackstone RE Internship - Apr 8, 2022
14:40In this short session, we catch up with Grace to hear how she's prepping for her real estate internship with Blackstone. We go over what she's currently involved in and give her a few tips to help her get ready.
E51: Victor (Session 8) - The SIE and Series 7 and a Trip to Hawaii? - Dec 17, 2021
26:20In this episode, we catch up with Victor the same day after he finishes up his Series 7 top off exam after a grueling few months of studying. Listen to hear why he's headed to Hawaii for a few months and the advice I give him in his ever shifting plans.
E50: Tarnvir (Session 2) - Prepping for Interview Season, The Worst Advice and Diversity Programs - Nov 4, 2021
40:16In this session, we catch up with Tarnvir as he has made the successful transfer to Emory from Baruch since we last spoke over the summer. We have a long discussion about diversity programs, summer analyst recruiting and a plan for him as he enters a critical juncture in his Sophomore year.
E49: Grace (Session 18) - Citi Internship Over and Junior Year has Started - Oct 18, 2021
22:07In this session, Grace shares her experience working at Citi as a summer analyst across two groups. Listen to some important lessons and what her plans are for Junior Year since she already has her Blackstone internship lined up for next summer.