Monday, March 1, 2021

Second Capstone Update



 Today, I learned about the responsibilities of a financial advisor. It is a lot more than I expected as I usually associate them to mainly help clients to manage their money and give them advice but you also educate them on financial health and plan their investments. You also go through adminstrative chores which is what you go through the majority of your workday such as compliance reports, processing trade tickets etc.

No comments:

Post a Comment

Fourth Capstone Update

 Today, I started to make my rough outline of my powerpoint to eventually input my information, and I also continued to research about the p...