As a professional in the wealth management industry, you most likely have a variety of professional designations to compliment your bachelor's degree, masters' degree, or MBA. The most common designation is a Chartered Financial Analyst (CFA) or Chartered Financial Planner (CFP).
Take the time to remind the interviewer of your education and corresponding designations, briefly. Most important to the interviewer is that you show a keen interest in expanding your knowledge for years to come. Your continued education plan could include further developing your expertise in finance, accounting, statistics, or even data analysis.
