Milpark alumni wins Financial Planning Institute’s Top Candidate Award

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Milpark alumni wins Financial Planning Institute’s Top Candidate Award

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Milpark Education alumni, Koba Jakob, recently won the Financial Planning Institute’s Top Candidate Award, meaning she placed first overall in the February & August PCE (professional competency exams).

She completed her Postgraduate Diploma in Financial Planning with us (School of FPI) in 2017-2018.

We interviewed her and below are some of her thoughts on winning the award, studying and working at the same time, as well her plans for the future.

We’ve heard that you recently won the Financial Planning Institute’s Top Candidate Award – how did it feel when you found out you had placed first?

It was very unexpected and I was surprised when I heard the good news. I felt excited about the prospect of attending the FPI Annual Awards Ceremony and Gala Dinner.

How has the Postgraduate Diploma in Financial Planning helped you to reframe your future?

I am a qualified CA and I believe that the Postgraduate Diploma in Financial Planning can be utilised well in conjunction with this. I currently work in the financial services industry but the long-term plan is to take on a role as a Financial Planner. I think that my previous experience will be very valuable to offer a different and holistic perspective to clients.

Studying and working at the same time requires a lot of discipline and motivation – what are some tips for success that you’d like to share with someone just starting their study journey with Milpark?

I would say the key for me was consistency. Milpark made it easy to stay on top of everything if you do your portion of study every week. But, you should also reward yourself and still spend some time away from the studying and assignments, even if it’s just making time for your hobby or going to the movies once in a while.

What did you find most challenging about studying and working – how did you overcome these challenges?

The biggest challenge for me was to balance everything: keeping on top of work; studying; eating healthily and exercising. This could only be done by having a routine that I tried to stick to as best I could and by planning my time very well. It also meant sacrificing a few things: it was not unusual to decline social invitations if there was a looming test or assignment.

Tell us a bit more about yourself – perhaps a hobby or two – what you like doing in your spare time?

I enjoy running and play golf from time to time. I am married and weekends are best spent exploring new places with my husband or just relaxing together and meeting up with friends. I like reading and usually get through a couple of books during a holiday. 

What are some of your plans for the future?

I enjoy my job at the moment and would like to see the current journey to an end. However, my dream is to help individuals to make sound and informed financial decisions to help them achieve financial independence and a life free of any worries or anxiety about their financial wellbeing.

 

 

10 Sep 2019