Financial Planning Skills

Since April of 2019, I have been contracted as a College Financial Representative with the Northwestern Mutual Financial Network. I prepared for my insurance licensing exams back in July and August of 2018, and I passed both my Life and Health exams with ease. I then began preparing for my Securities Industry Essentials (SIE) Exam, along with my Series 6 and Series 63. I passed all three exams on the first try, which provided me with the opportunity to become fully investment licensed by the end of February of 2020.

Beyond my insurance and investment licensing, I have also begun working towards my Certified Financial Planner (CFP) designation through an accelerated program with the Kaplan College for Financial Planning. This program consists of six foundational courses that cover the essential areas of financial planning – (1) General Planning Principals, (2) Risk Management and Employee Benefits Planning, (3) Investment Planning, (4) Tax Planning, (5) Retirement Savings and Income Planning, and (6) Estate Planning. Currently, I have passed three out of these six courses. I am on track to complete the full curriculum by July of 2021 and plan to sit for the CFP board exam to earn my designation in November of 2021. This designation is only held by 20% of advisors across the industry, and currently only 23% of all CFP professionals are women. I fully intend to become one of these inspiring women and achieve my CFP designation at the age of 22.

Since the start of my journey with Northwestern Mutual, I have experienced great success. Currently, I am ranked as #1 among my peers across the nation based on lives impact. Each and every day in this industry, I am learning and growing as a professional.

In both 2019 and 2020, I qualified as one of the Top 100 College Financial Representatives in the country, ranked as #32 in 2019 and #4 in 2020 among my peers. With these rankings, I had the privilege of traveling to Northwestern Mutual’s home office in Milwaukee, Wisconsin for an exclusive conference reserved for 100 of the company’s most elite young planners nationwide.