Ep #148: How to Pass the Series 7 Exam with Kyle Jahnke

New Planner Podcast

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1y ago 27:56

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Kyle Jahnke is a financial advisor at the RWS Group based out of Saginaw, MI, and he joins the show today to discuss his transition into the financial planning profession after four years in a corporate finance role. If you’re a career changer or in the process of preparing for the Series 7 exam, this is an episode you won’t want to miss!

Listen in as Kyle delves into his journey from a corporate finance role at a prominent Fortune 500 company to his current position as an advisor. He unpacks the steps he took to pass the Series 7 exam, from the materials he invested in to his dedicated study strategy. You'll hear the challenges he faced, the questions that predominated the exam, and invaluable advice for future test-takers.

You can find show notes and more information by clicking here: bit.ly/3YKx7e2

214 epizódok

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