Financial Planner’s Training

This year, I fulfilled one of my goals.

I attended the Financial Planner’s Training of the Personal Finance Advisers (PFA). I have been planning to attend this training for some time. I just couldn’t find the time for it. This year, I took the time to attend it.

I learned a lot from this training aside from personal finance. The estate planning module was overwhelming. It opened my eyes to the different tools that we can use to plan for our estate. I wish I had taken this training when I became an independent Oracle Consultant 10 years ago. Why? That was the time that I really needed to know a lot of personal finance stuff since I started earning more.

But I am still glad that I attended the training early this year. I started the year right! Although I am 40 and feel really mortal, I feel more knowledgeable and equipped to approach how I should be saving and investing for my retirement.

Also, I passed the exam. I am now an Associate Financial Planner.

30 Replies to “Financial Planner’s Training”

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