Read the inspiring story of Jeetendar Peswani, a CFA and CFP, who overcame setbacks and followed his passion to become a finance trainer. Learn from his experience and gain valuable insights on pursuing a career in finance.

Welcome to Jobaaj Stories, where we share inspiring stories of individuals who have pursued their dreams and achieved success in their chosen careers.

Today we have the inspiring story of CFA Jeetendar Peswani, and CFA training head at FPA.

FPA is one of the leading educational institutes providing training services in the Finance & Accounting domain.

Hello everyone, I am Jeetendar Peswani, a CFP, and CFA. I am a CFA Vertical head at FPA  and have trained more than 25,000 people from different walks of life.

Read out more about my journey below. 

Early Life

From the beginning, I was a bright student who had always been passionate about finance and investing. Life, on the other hand, had some unexpected turns in store for me. 

In high school, I studied science, hoping to enter the elite Indian Institutes of Technology. (IITs). I worked hard, burnt the midnight oil, and took the entrance examinations but I did not receive the anticipated results. This setback could have easily demoralised me, but I was determined and resilient.

Then, I opted to pursue my graduation from Jai Hind College in Mumbai, one of the top colleges in the city. Despite the disappointment of not making it to the IITs, I did not lose sight of his passion for finance. Alongside my college studies, I started studying and preparing for the Certified Financial Planner (CFP) certification and Chartered Financial Analyst (CFA) program.

My Hard Work Was Rewarded

My hard work, dedication, and perseverance paid off, and I successfully completed the CFP and CFA programs. In order to get practical experience in the financial services space, I also actively engaged in a variety of extracurricular activities and internships. My dedication and enthusiasm for money were noted, and he was offered a position in the research sector at a reputable financial institution. I worked with Morningstar in the Research team and started teaching students on weekends.

I worked hard, sharpened my talents, and obtained excellent experience in the financial world. However, I realised that my true calling was not only to pursue a successful corporate career but also to make a significant contribution to the education business. Despite the uncertainties and hazards, I chose to take a chance and follow my heart.

The Onset Of My New Journey

I quit my corporate job to start an entrepreneurial journey as a financial instructor and began doing personal financial and investing workshops, seminars, and training sessions. I wanted to arm individuals with financial information and assist them in making sound financial decisions.

My influence began to expand as he held seminars and instructed over 25,000 individuals from many walks of life.

Advice For You All, From My Experience

I strongly believe that “Education is the spark that ignites the fire of change, inspiring individuals to dream, innovate, and transform their communities for the better.”

With the passage of time, my profession as a financial educator evolved into my actual passion, bringing me enormous joy and happiness. I realized that my journey, though not conventional, had been a remarkable one. From not getting into the IITs to leaving a promising corporate career, I have faced challenges, taken risks, and followed my passion fearlessly. My story demonstrated that setbacks and failures are only temporary hurdles that can be overcome with patience and drive.

I have some advice for Young Aspirants looking to make a Career in Finance.

  • Life may throw unexpected challenges and setbacks, but it’s important to stay resilient and not lose sight of your goals.
  • Networking plays a crucial role in your career, so build a strong network.
  • Pursue continuous learning.
  • Follow your passion
  • The finance industry is constantly evolving, and it’s important to embrace a growth mindset. Be open to learning from failures, seeking feedback, and continuously improving your skills.

If anyone wants to connect with me or needs any assistance in the CFA program, or Careers in Finance you can reach out to me on Linkedin.



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