Monkey to Millions podcast

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

Spol 15 sekunder tilbage
Spol 15 sekunder frem
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 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.

Flere episoder fra "Monkey to Millions"