"The CFA Charter helps... but..."| Interview with Michelle Oel, CFA

Today I have the pleasure of speaking with Michelle Oel, a risk management expert.
In this video, we talk about:
1. The evolution of the CFA program and the exam structure
2. Work-life balance when you have a super demanding job
3. How the CFA designation can help your career
4. How to overcome failures if you fail any of the levels
5. Tips to succeed in the CFA program
Michelle Oel, CFA, is a financial performance and risk management expert who empowers entrepreneurs to level up their executive decision-making with unique and easy-to-understand frameworks and processes.
She holds a Bachelor of Commerce degree in Finance and was granted a Chartered Financial Analyst designation, widely recognized as the most prestigious and challenging financial certification to achieve, in September of 2000. Now an independent consultant, she honed her craft during a 25-year corporate career focused on strategy, strategic planning, budgeting, forecasting, analytics, and risk management. She's worked with companies of all sizes from Global $1B+ enterprises to micro-businesses and has held positions at an investment bank, a Big 4 management consulting firm, and as a leader in the industry. She also moonlighted for 4 years as a University Instructor, developing and teaching 4th year undergraduate finance courses.
When she’s not demystifying and making finance fun and easy for entrepreneurs, you’ll find her building houses in the Sims 4, watching sci-fi shows with her hubby, laughing loudly with her 2 teens, or having conversations with her 2 Labrador Retrievers… because they actually listen!
To connect with Michelle:
Michelle Oel' linkedin: / michelleoel
To SUPPORT me, please make sure to LIKE & SUBSCRIBE
Blog: www.myways.ca/
Linkedin: / urmi-hossain
Instagram: / urmamio
My book: www.amazon.ca/Discovering-You...

Пікірлер: 4

  • @bordua98
    @bordua984 ай бұрын

    very interesting talk, thanks for the content :)

  • @marcoafonsocfa
    @marcoafonsocfa4 ай бұрын

    Great interview. My experience tells me that many candidates expect that once they get the Charter you'll be showered with job offers to become a top dog in finance. I must confess that I had similar aspirations myself early on. But I also found out as the program becomes more popular, employers will place a lesser premium on a candidate with such credentials. Hopefully anyone considering taking on the program will be aware of this before committing to such a uncompromising undertaking. Keep up the good work.

  • @Viratpandey441
    @Viratpandey4414 ай бұрын

    Very important information video.... 👌

  • @Viratpandey441

    @Viratpandey441

    4 ай бұрын

    Michelle oel connect how please send