This moment has been 7 years in the making… and I’m not done yet.
You see, back in 2015, my husband and I sat down with our financial advisor (who we soon left, thank god).
This guy was your typical finance bro in a suit who ignored me the whole time and only looked at my husband in the eyes. I guess he assumed (because sexism) that I couldn’t possibly know anything about investing, but my husband, being the man in the relationship, would.
Eventually, I had enough of sitting quietly and told him “You know all those certificates on your wall? I’m working on getting those too.”
He awkwardly said ok and then continued to ignore me and try to sell us some high-fee garbage mutual funds. 😤
Well, I can happily share that I’ve finally got all of those certificates he had displayed in his office, plus my Accredited Financial Counsellor Canada® designation as a bonus.
But I’m not done yet. I’ve still got a few more exams to pass on my way to becoming a CFP® (which he didn’t have either).
Anyways, just wanted to share in case anyone in the financial industry has ever made you feel lesser than or not smart enough. When it comes to investing and financial planning, anyone can learn this stuff… including you!
#shorts
