







Yuno post
Graduated successfully! My journey to becoming a financial advisor
Published: 30 October 2026Location: Melbourne, Victoria, Australia: 13 likes
I've graduated successfully!
I've obtained the Certified Financial Planner (CFP) diploma.
Last year, from enrolment to the exam, I spent six months poring over four thick books.
On countless nights, I practised mock exams over and over again.
Sometimes I felt really tired, and there were times I doubted myself.
But only at the end did I realise that the one who accompanied me through this journey was actually the self who never gave up.
Of course, this journey wouldn't have reached today without the excellent mentors I met along the way.
A special thanks to the CFP mentors who, during those six months, selflessly shared their knowledge, experience, and practical insights.
They didn't just teach us how to pass the exam; more importantly, they made me truly understand what professionalism is and the responsibilities a qualified financial planner should bear.
Thank you for being willing to impart your experience to us without reservation; I will always remember your dedication.
Some paths are really not as easy as they seem.
When I first entered this industry, I didn't know how far I could go.
Studying, getting licensed, attending training, facing clients, continuously improving my professional capabilities.
Of course, there was pressure, confusion, and doubt along the way.
But strangely, I never truly thought of giving up.
Looking back now, it's because I always had a goal in my heart.
I want to become a more capable and valuable person.
Thank you to my family, friends, partners, and every client who was willing to trust me, for supporting me along the way.
Because of you, I can remind myself again and again:
Since I've chosen it, I'll do it well.
Since I've started, I won't give up easily.
Over the years, I've increasingly believed:
The true meaning of a financial career is not just income.
It's when you become more professional, you can help a young person start planning their future, help a family build better financial habits, help parents prepare for retirement with more peace of mind, and even help someone re-understand the relationship between "money" and life choices.
At that moment, you'll realise:
What you're doing is not just a job.
It's a career that can influence others and fulfil yourself.
And because of this, I've met many different people over the past few years.
Some are my clients, some have become my partners, and some just occasionally sit down for a chat to hear what this industry is all about.
I've found that many young people are actually like I used to be.
They have ideas, drive, and hope to have more choices in the future.
It's just that often, we all
