If you're considering a career in financial planning, these four resources will give you a great start toward making an informed decision.
Posts in Financial Services
Susan Chesson, CFP®, MBA, made the leap from Fortune 500 corporate treasury and finance positions to her current role in financial planning.
Carrie Schwab-Pomerantz shares examples of her daily work activities; why she believes so strongly in financial literacy; how her MBA helps her accomplish her goals; and why she doesn’t always follow other people’s advice.
Thinking about a CFP? Learn from Carrie Schwab-Pomerantz, leading advocate for financial literacy, about the versatility and value of a CFP designation.
Malika is a Forté MBA on the Move. Her energy and passion are unforgettable. Learn from her innovative and entrepreneurial spirit.
Financial services represent a wide variety of roles, as well as sub-industries such as investment banking and investment management.
How did Alison Micucci's rural roots and love for law get her where she is today? Alison boils it down to stepping out of her comfort zone to let some level of risk in at certain points in her career.
Maria DeMuro didn’t have a distinct dream job when she was younger. However, an entry-level consulting role and networking with (mostly male) peers in financial services enabled her to discover her interest in investment banking.
Will top finance schools think Darsana has the necessary skills and drive to make a difficult transition, particularly when competition is so strong?
Each year, the Forté Foundation brings together leading women for a candid conversation on careers and business leadership in this exclusive event. We invite you to learn how these successful women advanced to the top. Hosted in 2014 in Los Angeles, Dean Judy Olian of UCLA Anderson School of Management facilitated the conversation with Barbara Hulit, Senior VP and Group Executive at Danaher Corporation; Christine McCarthy, Treasurer at Disney, and Barbara Desoer, CEO of Citibank, N.A.