Financial Planning Association Intern
Current• In charge of watching videos from financial planning experts around the country in order to gain a better understanding of how Certified Financial Planners operate. • Responsible for completing weekly assignments involving a variety of different client examples and scenarios that financial planners have to deal with in their work.• Introduced to the financial planning software eMoney. Built many different client profiles in order to complete the projects assigned through the internship.• In the process of completing eMoney certification.