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Taylor Jose Gonzalez John Hall Michelle

CFA designation and study material is the worst thing you could ever learn if you wanted to make money in investing. All of it's "principles" and "valuation methodologies" have been money losers for over 20 years. The CFP is even worse because no one that has the designation ever "plans" it's all about investing other peoples money for a fee.

Martin Richard Martin Brenda Allen Margaret

Williams Karen Rodriguez Larry Garcia Richard

Allen Timothy Davis Brian Walker Brenda

Great video

Davis Matthew Miller Daniel White Larry

What happened to the uploads???

Taylor Melissa Rodriguez James Taylor Jennifer

White Mark Thomas Margaret Walker Betty

Martin David Williams Sharon Harris Sarah

Buy index funds to avoid paying people like this money just to get inferior returns.

I’m 32 as well and I have a phone interview for financial advisor and I have no degree or schooling for it but have life experience and own a few rental houses

Thanks for the great video, I have a question, I'm a Product owner in IT with 20 years of experience but I have an MBA in finance (graduated 20 years ago :) ). So, now I'm interested in going for CFP certificate (I know I'm not a CFA material ). Can you please provide your insight if it is a good idea or I will be treated as a rare species :). Greatly appreciate your response. Thanks

I am going to school for financial planning and counseling to be able to sit for the cfp working on my licenses now. I needed to see a woman doing it. Love this❤

what is a typical rate of return for your clients?

No one asked how she developed her network 😩

Thank you so much for this! It literally confirmed my determination to become a CFP and do the same as you did - to start a financial advisor firm.

Your chair is dope 😎

Thanks for the tips - very helpful. A couple follow-up questions if you don’t mind: 1) when you say you used the CFAI curriculum, what did you use it for exactly? EOC and BBs? Did you read any of it or rely solely on Mark Meldrum videos for your actual learning? 2) When you mentioned going through the curriculum 3-5 times, does that mean watching Mark’s topic videos 3-5 times, or reading the text, or something else?

Great video!

It seems like you're setting a clients up with a investment Bank or hedge fund, so how does that work unless your investing your client's money yourself

great video Silvia. Based on the current environment of wars, US debt and Fed interest rates, do you believe it's possible to get that 7% rate of return?

You mentioned you didn’t like math. How did you finish CFA? Is there a lot of math involved there?

So I have recently received my masters degree in finance. Got 1 year experience working within finance I’m in a cross roads of making a decision in regards to employment. I was thinking about financial planning with aims of owning a business but I weight it up vs CFA credentials.

Thank you for being so transparent!

Hi Silvia, I’m a younger advisor in the Midwest. I’m interested long term in helping expats navigate their finances. What’s a good place I could start?

I would never accept AUM

How did you manage to get the CFA within one year? I think you said you got in summer of 2019. You’re the GOAT

Great vid, I’m forwarding it to my son in finance school. He is a senior this year. Trying to fig a direction after school. He is getting a wealth management degree with his finance degree. So the question is what’s best? CFP only, CFP and CFA or MBA. As parents we thought MBA but he wants a CFA, CFP is easier but you have to have 6,000 hours of work experience. Then there is the MBA but he tells us MBA’s are only good at Ivy League schools? I’m not sure if I believe that. Also CFA is very hard to get. I do like the independent Financial advisory firm as you have starter. We have our own business. So I’m a big believer in entrepreneurship. But it’s not for all people. It’s not a 9-5 job. But if you like a 9-5 that’s ok. So basically what do like best CFP, CFA or MBA? Thanks

Is it possible for career changers to go straight to independent RIA if they have a good knowledge of the industry?

Hi Silvia, Thanks! Do you recommend reading CFAI course material in addition to Marks's videos or just doing Mark's videos with EOC questions, question bank & Blue Box questions with mock exams enough? Thank you so much It is suggested by other students that CFAI course material is very lengthy compared to others like Kaplan. I'm an MBA with Commerce degree. Best Gaurav

Kudos to you Silvia Manent, CFA, CFP __ You are awesome !! You said that one does not need math to be a financial advisor. How about expertise in Excel or other spreadsheet applications. Which ones are the latest spreadsheet tools for the financial advisor. Many thanks in advance !!

Great content. Because you have the CFA do you find yourself managing most the assets yourself or do you use models and focus on relationships?

Hi Silvia, I'm currently working as an accounting assistant in Ireland and am wanting to make the shift to a financial advisor role, what is the best route to take to achieve this?

Congrats on the success!

Hi there i just watched your video and i am now interested in becoming a financial advisor and btw i love to help people reach their financial goals and love to communicate also btw do you know or have any recommendations what i should pick for my a levels if wanna be an financial advisor and btw how did you become one what a levels and grades did you get and what degree did you study at uni and do you recommend me going if yes what degree and if not like whats the best route thanks lmk as soon as possible thank you very much think this job is for me and right so really thanks pls reply to this and answer my questions that will make my day so thankss and also i am from the uk???

I'm absolutely loving this video, Sylvia! It offers a fantastic opportunity with wonderful clients, supportive coworkers, an excellent work-life balance, and the chance to make a significant impact through financial literacy education.

Great video! I ve been trying to break into this field but to no avail. But that's the route I would love to go some day!

Why am I watching this 2 Years after... good video. I am a Lending Product Manager, but have always been keen on Financial advisory. I wonder, if it's the right time to move to switch careers without being impacted financially.

omg you went to school in Spain and worked in Switzerland. you are living the dream, what an experience that must have been.

I’m starting the journey at 46. Is this a little late to the party? Former aircraft maintenance & nurse. I love finance & don’t know why I didn’t start earlier.

You had me at absofrickenlutely 😂

You have a natural and captivating presence. Confident, good-looking, funny...communicatation skills...you should considering building up your channel with weekly uploads. Excellent, inspirational and entertaining!

I can't believe this isn't getting more views and attention. Your content is way better than many famous finance influencers on TH-cam. Having said, I think they use better thumbnails, titles, camera and settings to attract people!!

Beautifully explained!!

side note: the office is officing !! yasss

😀 "promosm"

Very informational, thank you! Glad your back!

Great Vid!! Thanks a lot. You mentioned that you really didn’t need CFP or CFA to become financial advisor. How about Series 7 or 65 or 66? Are those must have? Thank you.