In this short session, Grace and I discuss her Citi internship this summer and I give her some advice on how to make sure she doesn't burn out with the long weeks.
Dec 2022
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
34m 26s