Instructor Q&A: Delia Fernandez
Personal Financial Planning
“Planners can make
a real difference in
people’s lives, helping
them with such issues
as buying a home,
sending their kids to
college, or retiring.”
Q. Why did you decide to become
A. I love teaching and public speaking,
and am energized by sharing information
with people, especially in groups.
Q. What’s your favorite lesson
to teach and why?
A. Case studies, when we get to
examine details of a sample client’s
financial situation and apply our knowledge
to both protect them and help them
meet their goals. It’s what I do every day
as a financial advisor, and it’s what I love.
Planners can make a real difference in
people’s lives, helping them with such
issues as buying a home, sending their
kids to college, or retiring. I want my
students to know they can have the
same skills and realize the same
satisfaction in their careers.
Q. What’s unique about your
A. I bring an enthusiasm for the topic
that I try to transmit through examples –
and humor – that relate to our everyday
lives and that show the difference we
can make for our clients. I love it when
clients call and say “Thank you for that
advice you gave me, it really helped.”
They often then refer their family or
friends so I can help them as well. I want students to know they can do that, too.
It’s a great feeling to know you’ve had
such a positive impact on so many
Q. What do you find most
rewarding about being an instructor?
A. I really enjoy seeing a student grasp
concepts and apply them later in class,
either to a case or a current event in the
news. And it’s very satisfying to have
them email me later when they leave
class or approach me at a professional
industry event, once they’ve graduated
our program and become planners
themselves, and tell me how much they
enjoyed my classes. Some of them can
even quote me or repeat one of my
stories that illustrated a point. When I
see them now in the profession and
fondly remembering my teaching, I know
I’ve had a positive impact.
Q. What advice would you give
to anyone interested in pursuing
a career as a financial planner?
A. It’s a great time to pursue a career
in this field because there’s a growing
demand for new planners. Talking to
several financial planners about what
their day-to-day experience is like would
be a great place to start. If it still looks
like a good fit, I recommend earning the
CERTIFIED FINANCIAL PLANNER™
designation, which has become a widely
recognized and respected certification
for financial planning professionals.