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

11/17/2022

Monkey to Millions

0:00

29:34

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.

More episodes from "Monkey to Millions"

E57: Victor (Session 12) - Certified Financial Planner (CFP) Overview + Study Plan
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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 potential options down the line.
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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.
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E55: Victor (Session 11) - CFP and Insurance Tests on Deck
11/17/2022
29:34
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.
E54: Victor (Session 10) - The Big Promotion
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In this episode, we hear about how Victor is settling into life in Southern California, even though his car was stolen. Also, a quick surprise promotion as well. Listen to find out how.
E53: Victor (Session 9) - The Big Move
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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.
E52: Grace (Session 19) - Prepping for Blackstone RE Internship - Apr 8, 2022
4/22/2022
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In 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
12/23/2021
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In 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.
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In 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
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In 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.
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E55: Victor (Session 11) - CFP and Insurance Tests on Deck

Monkey to Millions

More episodes from "Monkey to Millions"

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

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

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

E54: Victor (Session 10) - The Big Promotion

E53: Victor (Session 9) - The Big Move

E52: Grace (Session 19) - Prepping for Blackstone RE Internship - Apr 8, 2022

E51: Victor (Session 8) - The SIE and Series 7 and a Trip to Hawaii? - Dec 17, 2021

E50: Tarnvir (Session 2) - Prepping for Interview Season, The Worst Advice and Diversity Programs - Nov 4, 2021

E49: Grace (Session 18) - Citi Internship Over and Junior Year has Started - Oct 18, 2021

E48: Grace (Session 17) - Citi Internship About to Begin - Jun 14, 2021