Join Joy Tong Women in Business and Finance Society for an engaging session with Lindsey, a Certified Financial Planner (CFP), as she shares insights on personal finance, professional growth, and the value of financial planning.
What You’ll Learn:
1. What is a CFP?
- Get a clear overview of the CFP designation, including the education, exam, and licensing process—and why it’s a powerful credential in the financial services industry.
2. Career Journey & Day in the Life
- Hear Lindsey’s inspiring story—how she got started in finance, the challenges she overcame, and what a typical day looks like as a CFP across roles like advising, planning, and wealth management.
3. Personal Finance Tips for Students
- Walk away with actionable advice on budgeting, saving, and investing in your 20s—including insights on Roth IRAs, employer 401(k) plans, and avoiding common financial pitfalls.