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Wall Street Oasis

E228: Victor (Session 12) - Certified Financial Planner (CFP) Overview + Study Plan

Wall Street Oasis

Wall Street Oasis

Business

4.9534 Ratings

🗓️ 8 December 2022

⏱️ 33 minutes

🧾️ Download transcript

Summary

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.

Transcript

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0:00.0

Hello and welcome. I'm Patrick Curtis, Chief Monkey of Wall Street Oasis, and this is Monkey

0:12.7

to Millions, a show where you get a front row seat as I mentor young students and professionals

0:18.1

to try and help them break into their dream jobs.

0:21.6

In the first cohort, you'll meet four students, all preparing for intense job interviews

0:26.9

while trying to also balance a personal life and schoolwork.

0:30.7

The goal of this show is to shine a light on the struggles of trying to break into competitive

0:35.5

positions with a non-traditional background

0:38.1

and to give you a roadmap for your own success. My hope is that as you get to know these four

0:44.5

impressive students, you're inspired to dream big. Remember, these are real people, and this is their

0:50.6

true story. Let's get to it.

0:59.7

In this session, Victor shares his progress and if he passed his insurance exam.

1:05.5

We focus most of the episode discussing the CFP designation, the merits of going for the CFA after that, and the importance of golf, and a few otherA and the C-A-I-A as other potential options down the line.

1:15.2

I know that's a lot of abbreviations.

1:17.3

Enjoy.

1:17.9

All right, Victor, you're on the spot.

1:19.3

Welcome back.

1:20.5

Thank you.

1:21.3

It's okay to drink water, right?

1:23.0

Yes, yeah, of course.

1:25.5

So in terms of just updates, you had, last time we spoke, you had an insurance

1:30.4

exam coming up. Let's get some updates. Correct. So it was not like a hardest exam on the planet,

1:38.1

but it was an exam that you had to kind of prepare for it and being like a bombarded with work.

...

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