Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today’s guest is Deanda Wilson.
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.
I brought her on today to discuss her journey as a career changer into the world of financial planning!
Show Highlights:
Resources:
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HUGE Podcast Announcement: Guess what is about to happen?
CFFP #71 - The Benefits of Community in Mentorship
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CFFP #69 - Transferrable Skills as a Career Changer
CFFP #69 - Guiding the Next Generation of Financial Planners ft. Dr. Barry Mulholland
CFFP #68 - Engaging Empathetically with Your Clients
CFFP #68 - Understanding How To Deliver Empathetic Financial Planning ft Michael G. Thomas, Ph.D., AFC®
CFFP #67 - Why Psychological Understanding is Important as a CFP
CFFP #67 -The Career Changer Dilemma: The Long Journey Towards Becoming a CFP ft. Dr. Dave Yeske, CFP®
CFFP #66 - Establishing Trust in Financial Services
CFFP #66 - Why Personal Financial Planning is Much More Personal Than Finance ft. Martin Seay, Ph.D., CFP®
CFFP #65 - Financial Planning is a Lateral Field
CFFP #65 - How the Future of the Financial Planning Profession Will Be Shaped By Career Changer ft. Hannah Moore, CFP®
CFFP #64 - The Two Sets of Eyes in Financial Services
CFFP #64 - The Rich Future of the Financial Planning Profession & How the CFP Board Is Preparing the Next Generation of Planners ft Kate Healy
CFFP #63 - What Really Counts in Your Skillset
CFFP# 63 -Why Career Changers Are Choosing to Be CFPs ft. Adam P. Scherer, MS, CFP®, EA
CFFP Season 7 Teaser
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