"This certification gave me the tools I needed to unpack the "money story"
As a financial analyst and single mom, Talia found her CFA designation wasn't enough to help traumatized women build wealth. This certification equipped her to unpack money stories and transform how clients relate to wealth, regardless of their current circumstances.
I am a financial analyst, with a passion for behavioral finance and economics.
As a single mom, what interests me most, is getting behind a woman's story as to why she can't create wealth for her family. I earned the CFA designation, but it didn't prepare me with the tools I needed to actually "help" a single mom who was traumatized by having everything taken from her.
This certification gave me the tools I needed to unpack the "money story", and to better change the associations people made with wealth so that I could more effectively prepare them to adopt habits consistent with an investor, no matter how little they have currently.
Talia Shewchuk
Corporate Financial Analyst
Toronto, Canada
Written 10 November 2019 From our original stories site
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