Latest / Financial Planner Life Podcast
Training to Become a Financial Planner - Exams, Client Meetings & Building in Public | Hannah Wooldridge
Hannah Wooldridge isn't only the person keeping Financial Planner Life running behind the scenes. She's also training to become a financial planner, and sharing every step of the journey in real time.
In this episode, Sam sits down with Hannah for the second update in an ongoing series following her path from a complete beginner to a qualified financial planner. She's one exam down, five to go, and already doing things most trainees don't think about until they're qualified.
They dig into what it actually felt like to sit her R01 after 11 years away from exams, what she's learning by…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.