CFFP #12 From Career Changer to Financial Planner ft. Deanda Wilson

Published: April 28, 2021, 8:30 a.m.

b'Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.\\n\\xa0\\nToday\\u2019s guest is Deanda Wilson. Deanda is a financial planning analyst in the Philadelphia area.\\xa0 Prior to her career in financial services she served as a Portfolio Management Specialist at the US Dept of Housing and Urban Development.\\xa0 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\\u2122 exam in November of 2020 and is currently working towards the experience requirement to use the coveted Certified Financial Planner\\u2122 marks.\\xa0\\xa0\\n\\xa0\\nI brought her on today to discuss her journey as a career changer into the world of financial planning!\\nShow Highlights:\\nDeanda tells us one word that sums up her process of\\xa0 passing the CFP exam and successfully making the transition to financial professional.\\xa0\\nDeanda will tell you the good, the bad and the ugly about her path of transitioning to a financial advisor.\\nDeanda explains her support group and how they helped her.\\xa0\\nPersonal Tips and Tricks from Deanda on making the transition.\\xa0\\nAfter making the transition, Deanda explains what life is like after the change in her new firm.\\xa0\\n\\nResources:Are you a current or aspiring financial professional?\\xa0 Click here to receive my 10 Tips for jumpstarting your career.\\nListen to previous podcast episodes, clicking here.\\nTo receive a newsletter digest of Jumpstart community happenings, click here.\\n\\xa0\\nSubscribe to the podcast by clicking here.\\nWant to connect with me? Join my exclusive \\u201ctribe\\u201d by clicking here.\\nThanks again for listening, reading, and watching!'