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    Megan DeRoche documented her attendance and reflections on four outside events related to her CFP program from January to April 2016. She listened to tips for interviewing from Don Minor of Merrill Lynch, applied and interviewed for an internship at Merrill Lynch to gain interview experience and insight into the company, attended a webinar on research to increase the number of women CFPs, and listened to presentations from financial professionals at MetLife and American Funds to expand her industry knowledge and networking skills.

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    Megan DeRoche documented her attendance and reflections on four outside events related to her CFP program from January to April 2016. She listened to tips for interviewing from Don Minor of Merrill Lynch, applied and interviewed for an internship at Merrill Lynch to gain interview experience and insight into the company, attended a webinar on research to increase the number of women CFPs, and listened to presentations from financial professionals at MetLife and American Funds to expand her industry knowledge and networking skills.

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    34 views2 pages

    Outside Activities

    Uploaded by

    api-316264560
    Megan DeRoche documented her attendance and reflections on four outside events related to her CFP program from January to April 2016. She listened to tips for interviewing from Don Minor of Merrill Lynch, applied and interviewed for an internship at Merrill Lynch to gain interview experience and insight into the company, attended a webinar on research to increase the number of women CFPs, and listened to presentations from financial professionals at MetLife and American Funds to expand her industry knowledge and networking skills.

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    Megan DeRoche

    Outside Related Activity Assignment


    Student Financial Planning Association

    January 26, 2016

    Description: Listen to Don Minor of Merrill Lynch give helpful tips


    and recommendations for the interview process
    Relation to CFP program: Learning how to progress as a
    professional financial planner can start in the interview process.
    Significance of the Event: Gained knowledge of how to present
    myself as a professional

    Merrill Lynch Interview

    February

    16, 2016

    Description: Applied and prepared for an interview for Merrill


    Lynch Financial Advisor Internship
    Relation to CFP program: Meeting and establishing relationships
    with other business professionals is important in the financial
    planning industry
    Significance of the Event: Gained a deeper insight into Merrill
    Lynch and was able to improve on my interview skills

    Bright talk Webinar

    Description: listen to an explanation of the research conducted


    on the desire to increase the number of CFP professions
    Relation to CFP program: gives a deeper insight to the
    professional world
    Significance of the Event: learned more about the efforts to
    increase women CFPs in a predominately male profession

    Student Financial Planning Association

    March 11, 2016

    April 5, 2016

    Description: Listen to Rich Schega, a partner at MetLife Premier


    Client Group of Louisiana explain the misconceptions of sales and
    what sales really entails

    Relation to CFP program: Learning how to become a better leader


    through motivating others is a great quality to strive for as a CFP
    Significance of the Event: Gained knowledge of how to
    encourage your clients to take the best actions in order for them
    to have enough finances regardless of the situation

    Baton Rouge Financial Planning

    April

    7, 2016

    Description: Listen to presentation from Burke Patterson with


    American Funds
    Relation to CFP program: Improve on my networking skills as a
    business professional
    Significance of the Event: Gained practice on my networking skill
    as well as observe successful components of a well established
    company

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