Season 2 Episode 12 - From Career Changer to Financial Planner ft. Deanda Wilson
About our guest…
Deanda is a financial planning analyst in the Philadelphia area. Prior to her career in financial services she served as a Portfolio Management Specialist at the US Dept of Housing and Urban Development. She earned a Bachelor of Business Administration from Florida A&M University and a Master of City Planning from University of Pennsylvania. Deanda recently passed the Certified Financial Planner™ exam in November of 2020 and is currently working towards the experience requirement to use the coveted Certified Financial Planner™ marks.
What we talked about…
🎙️One word that sums up passing the CFP exam and successfully making the transition to financial professional
🎙️The good, the bad and the ugly about the path of transitioning to a financial advisor
🎙️Personal Tips and Tricks from Deanda on making the transition
Resources from this podcast…
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