
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...
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This is a documentary series that follows real-life college students to hear about struggles and triumphs as they try to navigate the competitive finance job market. The host, Patrick Curtis...

In this session, Victor shares his progress and if he passed his Insurance exam. We focus most of the episode discussing the CFP designation...

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...

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 Rel...

In this episode, we hear about how Victor is settling into life in Southern California, even though his car was stolen. Also, a quick surpri...

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 resul...

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...

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...

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. W...

In this session, Grace shares her experience working at Citi as a summer analyst across two groups. Listen to some important lessons and wha...

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 o...

In this session, Victor shares how his life has changed since starting training at Fidelity in their asset management division. We learn abo...

In this session, Victor shares some big news and when he'll be starting his new job! We then talk about how to position himself for a path t...

In Tarnvir's first session, we learn about his background, his goals and what to expect as he makes the transition from Baruch during Covid...

In this session, I put Victor through a realistic mock interview for a position as an investment solutions specialist with Fidelity. Both of...

In this session, Grace shares some more exciting news. Plans for the Summer 2022 are already taking shape and she tells us what offer she de...

In this episode, we learn that Victor is working 90hrs a week at two jobs to make sure he can keep up with his bills. We focus on the highes...

In this session, Grace makes time in between her packed schedule to update all of us on her recruiting progress. From Blackstone to Ares, to...

In this session, Victor shares an unexpected life event that now forces him to be in Salt Lake City for the foreseeable future. As a result,...

In this session, Grace gives us an update on her accelerated recruiting processes with Moelis and Blackstone. Learn why networking early rea...

In this session, Victor and I review his updated resume. While it is much closer and looks more polished, we dive into each bullet and I pus...

In this first session with Victor we cover a lot. We dive into his back story which includes: 1. Coming to the US as an immigrant from Turke...

In this session, Grace tells us what investment banking internship offer she accepted for Summer 2021. We also discuss her plan to prep for...

After several months since our last session, John gives us an update on which offer (out of 3) he ended up taking and how his first 3 months...

In this session, after a long time since our last chat, Grace shares some big news. Plans for the Summer 2021 are already taking shape and s...

In this session, Andrew makes a bold decision as we near the end of the road of his participation with Monkey to Millions. Learn about his s...

In this session, I give Grace another mock technical interview for about 15 minutes and we catch up about recruiting, hirevues and what is c...

In this short session, Andrew updates me on how his internship is going and how he was up until 2am the night before. We go over how to avoi...

In this episode, Grace gives us an update on her move back to New York City and how her IB internship is starting to ramp up activity with w...

In this session, John gives us a quick update having finished his final classes and graduated college. He has pivoted to work full time as a...

In this session with Grace, we cover how she finished up with finals in the past month and how sporadic her hours are at the current IB remo...

In this session, Andrew and I catch up since it's been almost 7 weeks since our last session. Since last time he finished up his junior year...

In this short session with Grace, we just touch base quickly as she is in the middle of finals and we talk about how to succeed at her inter...

In this 9th episode, we hear about John's new investment banking internship as well as a part-time job he's picked up to bring in some side-...

In this episode, Andrew shares the new reality faced by many students coming into internships this summer and how his firm is dealing with i...

In this episode, we get some exciting news from John on the job search front even in the face of multiple canceled super days. We talk a lit...

In Grace's 7th session, we talk about the new realities of life and recruiting with Coronavirus moving Fordham classes online. We also spend...

In this session, we learn that John's aggressive volume networking based on our last call is starting to pay dividends. He has a final round...

In this session, we go over what Andrew has been up to since it's been a few months since our last session. He put in a lot of work on his C...

In Grace's sixth session, we find out that she has been super busy with networking calls and coffee chats. She is smart to be aggressive and...

In this session, we learn that John didn't get the offer after a super day at an investment bank but that this setback has motivated him to...

In this episode, we learn that Grace was hospitalized the prior week but has since recovered and is doing well again. She's staying up to da...

In this session, we learn that Andrew had a relaxing break and is now looking to gear up for his next sprint into the Spring semester. We ta...

In this episode, we learn that John decompressed over winter break and was dealing with some family issues. We talk about rebooting his job...

In this session, we take a moment to celebrate the fact that Grace has already landed a summer internship in IB after her Freshman year. We...

In this episode, we learn that John got rejected from his latest investment banking interview at a fintech firm in San Francisco. We talk ab...

In this episode, we learn that Andrew got the critical investment banking internship offer he's been striving for over the last few months a...

In Grace's third session we find out that Grace has an investment banking internship interview just a few days away. It's clear that her new...

John's revised resume is working well. He is getting more traction with his networking which includes second-round interviews at 2 well-resp...

After some disappointing news from his latest round of interviews, we take a bit of time to run through some of Andrew's fit questions. List...

In this episode, Grace details some solid networking leads she's established by being active on campus while I encourage her to do more outr...