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Pupils Meet the Pros: Founder of planning agency advises students on success in the finance industry

Work Inspiration and Preparation Provided by MyFLY

Organized, recorded, and produced by an entirely student-run team, this podcast features a pupil sitting down with Naveen Neerukonda, CFP®, founder of PVA Financial, to explore his journey in the finance world. From his early days in consulting and investment banking to launching his own advisory firm, Naveen shares valuable lessons and career advice.

 

Topics include the impact of his MBA from Chicago Booth, insights from trading stocks in college, and key takeaways from working in private equity. He also dives into his passion for behavioral finance, balancing career with family, and his outlook on the future of finance in a tech-driven world.

 

The recording comes with questions for pupils to ponder and notes on key ideas.

 

Whether your pupils are interested in finance, business, or entrepreneurship, this episode offers a real-world look at building a career in finance with integrity and resilience. Importantly, as a student-led organization, we ask the questions students want answers to.

This is an online activity, please select the relevant link above to get involved.

Offer details

Open resource

1hr

Location

Online

Related industries

Financial services

Learning

Awareness

Audience

Educators

Parents, carers and guardians

Secondary S4 to S6 (14-18 year old)

Not in education (16-24 year old)

College

Available to

Aberdeen City

Aberdeenshire

Angus

Argyll and Bute

Clackmannanshire

Dumfries & Galloway

Dundee City

East Ayrshire

East Dunbartonshire

East Lothian

East Renfrewshire

Edinburgh (City of)

Eilean Siar

Falkirk

Fife

Glasgow

Highland

Inverclyde

Midlothian

Moray

North Ayrshire

North Lanarkshire

Orkney Islands

Perth & Kinross

Renfrewshire

Scottish Borders

Shetland Islands

South Ayrshire

South Lanarkshire

Stirling

West Dunbartonshire

West Lothian