Words of Wisdom – FMLP

PFMD Asset Management Program Training Team

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At the end of each FMLP class, we ask the graduates to provide us with words of wisdom and advice they would pass on to the next class. These comments are shared with the incoming class during Principles of Asset Management.  Below is a sampling of the Words of Wisdom we received from Class 11.

Professional photo of FMLP Class 11
FMLP CLass 11

What did they say?

Bob Bertschy

Congratulations on being selected. That is an achievement in itself and says a lot about your character and work ethic.

The FMLP course has many challenges and unrelenting assignments, and you will have to find your way to get things done and how to manage your time. For me it was to break it down into manageable “work chunks.” Monthly chunks of assignments that I could organize and plan when and how to get the work done.

I used the calendar on my phone to get reminders, stay organized and focused on one chunk at a time. Plan your family’s needs first, because they are why you are doing this, and they are going to share in your journey. Lucky them.

Use all of the resources available from the course. Call your mentor for guidance and experience. Use the support site for any and all questions, and, most importantly, talk to the instructor team. Their goal is your success.

Put everyone around you on notice of your goals, and the sacrifices that you will be making to achieve them. Your daily responsibilities will not yield, so delegate what you can, and accomplish one chunk at a time.

And finally this comes from the heart, from a guy who did get a second chance. Get this done for yourself. You have the support from the people who care most about you and want to see you succeed. It’s one year. 12 chunks.

Or maybe, “Chunk it, it’s one year!”

In the end, you will be proud of yourself and for what you have accomplished.

Garry Heinze

As the days, weeks, and months continue to go on this year for you, my advice is to always keep your family in the fore front. At first this may seem easy, later you may just start to wear down some and lose some of your focus on the most important people in your life. I suggest you self- reflect where, and how your life is really going. There may be times later in the year that your spouse suggests for the two of you to just take off for a while. You think to yourself how will I ever keep up with my assignments and my work if we take off. My suggestion is to lose that thought, and take off for a while and you will be surprised you can still achieve duties and assignments. Taking a break can clean your head, and you will be more productive.

John Taerea

You have an exciting and challenging year ahead, here is some advice:

  • Have Fun!
  • Be organized
  • Stay focused
  • Don’t stress
  • Ask for help
  • Get ahead on assignments and stay ahead
  • Carve out time and try to figure out a rhythm for getting assignments completed – get into a groove
  • Take pictures – I regret not taking more along the way

The FMLP is like hiking out of the Grand Canyon, when you’re doing it, it is tiring and you just want it to be over, but when you reach the end, you can look back, enjoy your achievement, know that it really wasn’t that difficult, and you are a now stronger person for doing it.

The journey is the reward so enjoy it.

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