Members Only Group Chat: Careers In Personal Finance Part 4

Date and Time


11/29/2023

Length

1 hour

Description

We are excited to invite you to our members-only group chats throughout the month of November, where we will be hosting a four-part series on “Careers in Personal Finance.” Whether you have a passion for helping individuals make, manage, or grow their money, or you’re simply curious about the diverse career opportunities within the realm of personal finance, this series is tailor-made for you.

Our goal is to provide you with valuable insights into various personal finance career options and to introduce you to experienced professionals working in the field. Please note that the order of these presentations may change based on speaker availability.

Here’s a glimpse of what you can expect from each part of the series:

 

Part 1: Financial Advisor or Financial Planner

  • Roles and responsibilities
  • Education and certification requirements
  • Earning potential and job outlook

 

Part 2: Financial Counselor

  • Roles and responsibilities
  • Education and certification requirements
  • Earning potential and job outlook

 

Part 3: Personal Bookkeeper, Accountant, or Tax Preparer

  • Roles and responsibilities
  • Education and certification requirements (CPA, CMA, Enrolled Agent, etc.)
  • Earning potential and job outlook

 

Part 4: Personal Banker

  • Roles and responsibilities
  • Education and certification requirements
  • Earning potential and job outlook

 

We believe that this series will provide you with valuable insights into the personal finance industry, helping you make informed decisions about your career path or simply expanding your knowledge in this area.

Stay tuned for more updates on the specific dates and times for each of these presentations. We look forward to your active participation and engagement in these enriching discussions.

Thank you for being a valued member of our community, and we can’t wait to see you in our November group chats!

 

 

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