Nerd's Eye View

NOVEMBER 1, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

Financial Planner 148

Financial Planner CFP Certification Retirement Planning 148

International College of Financial Planning

FEBRUARY 23, 2024

At the heart of this profession lies the financial planner certification, a credential that not only signifies expertise but also opens doors to significant career opportunities. This certification is recognized globally and is considered a benchmark for competence and professionalism in financial planning.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Good Financial Cents

JANUARY 11, 2023

A career in a major bank can be both rewarding and well-paying, with top positions garnering income of hundreds of thousands or even millions of dollars annually. For example, investment bankers are near the top of the list, often working for large investment banks like Goldman Sachs or Morgan Stanley. About the Banking Industry.

Banking 96

Banking Budgeting Portfolio Management Recruitment 96

Good Financial Cents

NOVEMBER 9, 2022

Having enough income-producing assets working in your favor can make it possible to “live rich” – or at least get by – without ever having to clock in for an employer again. These people have income-producing assets spinning off profits or dividends, and they use those funds to pay for their bills and lifestyle.

Assets 93

Assets Accounting Investing Investments 93

Pacifica Wealth

FEBRUARY 20, 2022

The threat is real – six billion in assets are lost each year to fire. Your asset protection plan needs to guard against the threat of aggressive lawyers as well as physical threats such as fire and theft. The UL is Underwriters Laboratories , a not-for-profit product safety testing and certification organization established in 1894.

Assets 52

Assets Certification Insurance Banking 52

Clever Girl Finance

NOVEMBER 20, 2023

How long do bank accounts stay open after death? What happens if there is no beneficiary named on a bank account after death? Get a death certificate Two weeks after the death of a loved one is when you should start going through the process of closing accounts, organizing the estate, and initiating probate if necessary.

Certification 109

Certification Accounting Insurance Banking 109

The Big Picture

JANUARY 16, 2024

I like as a real estate person, you walk through your assets, you can touch and feel things. Essentially you buy assets. It could be all kinds of assets. And, and it was a way for individual investors to a own assets in a small slice, they could never access themselves. It just wasn’t doing it for me.

Assets 265

Assets Investments Investing Management 265

International College of Financial Planning

OCTOBER 26, 2023

While many financial advisors find their niche in investment firms, banks, and insurance sanctuaries, some trailblazers opt for independence, establishing their advisory havens. Investment Mastery: Financial advisors are adept at channelling their clients’ resources into various asset classes, ensuring growth and security.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Clever Girl Finance

AUGUST 15, 2022

Liquidity means you have a sufficient amount of accessible liquid assets that you can easily convert into cash. Liquid investments are assets that can easily be converted into cash in a short amount of time with little to no decrease in their value. The asset must maintain a large number of readily-available, interested buyers.

Investing 102

Investing Investments Certification Accounting 102

Good Financial Cents

DECEMBER 9, 2022

1) Certificates of Deposit (CDs). For those of you who like to see the numbers, here’s an example of compound interest at work: Suppose you invest $1,000 in a five-year certificate of deposit, paying 5% and compounded annually. Banks Savings Accounts. 1) Certificates of Deposit (CDs). . What Is the “Rule of 72”?

Investing 103

Investing Investments Accounting Certification 103

MarketWatch

MARCH 24, 2023

Schwab could borrow from the Federal Home Loan Bank, issue certificates of deposit, or collect interest paid on its bond portfolio, he said. The comments came as investors study reduced values of long-term holdings and other assets held by financial firms that may not be sufficient to cover a sharp drop in deposits.

Certification 74

Certification Portfolio Management Financial Services Portfolio 74

Clever Girl Finance

SEPTEMBER 11, 2023

Liquidity means you have a sufficient amount of accessible liquid assets that you can easily convert into cash. E.g., your liquid net worth, when you add all of your liquid assets together and subtract your liabilities. The asset must maintain a large number of readily-available, interested buyers.

Investing 97

Investing Investments Accounting Assets 97

International College of Financial Planning

DECEMBER 29, 2024

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. The CFP certification prepares professionals for these challenges through rigorous training and practical application.

CFP 52

CFP Financial Planning Planning Certification 52

International College of Financial Planning

DECEMBER 9, 2024

The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification? This accelerated program enables qualified candidates to obtain their certification within just 4 months.

CFP 52

CFP Financial Planner Certification Certified Financial Planner 52

Darrow Wealth Management

MAY 6, 2024

If your parent had a trust, the individual(s) named in the trust documents as successor trustee will control the distribution of the trust assets. But your parents may have kept them at home or in a bank security deposit box. But your parents may have kept them at home or in a bank security deposit box. Get death certificates.

Estate Planning 83

Estate Planning Distribution Valuation Taxes 83

Good Financial Cents

SEPTEMBER 29, 2022

That will give you an opportunity to invest in crypto on the same platform where you hold other assets. Crypto is considered to be an alternative asset that represents a diversification away from more traditional financial assets like stocks and bonds. Unlike most other assets, crypto is not backed by anything.

Investing 109

Investing Investments Retirement Planning Risk Tolerance 109

Good Financial Cents

DECEMBER 22, 2022

Certificates of Deposit . Certificates of Deposit. Note that Fundrise requires a 0.15% annual advisory fee and an annual asset management fee of up to 0.85%. Certificates of Deposit. Like certificates of deposit (CDs), these accounts are FDIC-insured in amounts up to $250,000 per deposit per account. Index Funds.

Investing 108

Investing Investments Risk Tolerance Accounting 108

International College of Financial Planning

SEPTEMBER 7, 2024

The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry. The CFP® Fast Track is designed for professionals with prior qualifications in the finance and banking sector. What Is the CFP® Fast Track Course?

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

Good Financial Cents

AUGUST 11, 2022

After all, the people in that case study actually had other assets in their favor. According to a Global Wealth Report from Credit Suisse, around 8% of American adults had enough assets to be considered millionaires at last count. Certificates of Deposit (CDs). Well, I wrote that case study too. Investing with a Plan.

Investing 110

Investing Investments Marketing Marketing 110

International College of Financial Planning

OCTOBER 10, 2024

The CFP® Fast Track offers a time-efficient and cost-effective solution for becoming a Certified Financial Planner, especially for those in India where the cost and time associated with traditional certification methods can be daunting. Why is CFP® Certification Important for Financial Planners?

CFP 52

CFP Certification Certified Financial Planner Financial Planner 52

MainStreet Financial Planning

MARCH 15, 2023

Many are worried about the security of their money following the collapse of Silicon Valley Bank (SVB) last week. Even though the federal government has rescued SVB and guaranteed all deposits over the FDIC insurance limit of $250,000 per account, that doesn’t mean they will be doing it again for other banks.

Insurance Coverage 73

Insurance Coverage Insurance Accounting Banking 73

Nationwide Financial

FEBRUARY 14, 2023

Members include Advisor Group , Capital Group/American Funds , Franklin Templeton , Huntington Bank , Miami Life , Morgan Stanley , M Financial Group , NFP , RBC Wealth Management , Swiss Re , and Nationwide.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Trade Brains

SEPTEMBER 11, 2023

Its 35 international product certifications help it to maintain trust with its distributors and customers. R R Kabel IPO Review – Financials If we look at the financials of R R Kabel IPO we find out that their assets have increased from ₹1,715.11 crores in March 2021 to ₹2,633.62 crores in March 2023. crores in March 2021 to ₹5,633.64

Manufacturing 105

Manufacturing Distribution B2C Sales 105

Good Financial Cents

JANUARY 23, 2023

Many investors were burned by ‘can’t miss’ tech stocks and could only watch as the value of digital assets, like cryptocurrencies and NFTs , evaporated in minutes and couldn’t sustain the promised high returns. Raisin works with over 400 banks in more than 30 countries worldwide. No Penalty CD.

Accounting 88

Accounting Banking Insurance Investing 88

International College of Financial Planning

SEPTEMBER 23, 2024

This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance. b) Increased Earning Potential Obtaining a CFP® certification significantly enhances your earning potential.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

APRIL 20, 2022

This article will discuss the basics of financial planning , the education and certifications required to become a financial planner, and how to develop your financial planning skills and network. The next step is to analyze your current financial situation is looking at your income, expenses, assets, and liabilities.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

Clever Girl Finance

JANUARY 22, 2023

We’ve broken down the numbers below based on data from the Federal Reserve about the mean financial asset balances by age group. These numbers reflect the total amount of liquid assets for savings based on age brackets. These financial assets include bank accounts and investment portfolios.

Retirement 98

Retirement Accounting Assets Budgeting 98

International College of Financial Planning

JULY 10, 2023

Credit Manager: Credit managers are professionals responsible for overseeing and supervising credit assets within an organization. Qualifying Certification Exams for Investment Advisors Individuals must clear the necessary qualifying exams to become certified investment advisors in India.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

International College of Financial Planning

JUNE 14, 2023

Experience Personal investment advisors or non-individual investment advisors’ chief officers should have at least five years of experience in financial product guidance, securities, funds, assets, or portfolio management. For individual investment advisors, the net worth should be a minimum of INR 5 lakhs in tangible assets.

Investment Advisor 52

Investment Advisor Investing Investments Certification 52

Validea

JUNE 9, 2023

Over the last 15 years, cash has fallen out of favor as it didn’t earn much and was a drag on portfolios while other assets soared. But now, cash is a valuable asset, not just as a defense but as an offense too, contends Jason Zweig in an article in The Wall Street Journal.

Certification 52

Certification Banking Taxes Accounting 52

Validea

JUNE 9, 2023

Over the last 15 years, cash has fallen out of favor as it didn’t earn much and was a drag on portfolios while other assets soared. But now, cash is a valuable asset, not just as a defense but as an offense too, contends Jason Zweig in an article in The Wall Street Journal.

Certification 52

Certification Banking Taxes Accounting 52

Trade Brains

SEPTEMBER 26, 2024

It offers various services across various asset classes, including equity, fixed-income, and derivative securities. The exchange operates an “anywhere, any asset” trading platform. The exchange also received the CII EXIM Bank Excellence Prize in 2014 and 2016. However, financial asset allocation increased recently.

Compliance 90

Compliance Banking Management Risk Management 90

Harness Wealth

APRIL 5, 2023

The Federal Deposit Insurance Corporation (FDIC), a US Government agency, insures bank deposits up to $250,000 per person , depositor, bank, and ownership category. In other words, if you have more than $250,000 in a single bank, and that bank were to fail , you would not be insured for any cash exceeding the insurance limit.

Management 52

Management Certification Risk Tolerance Accounting 52

Darrow Wealth Management

APRIL 25, 2023

Also consider: Getting multiple copies of the death certificate, at least five Asking a friend/relative to watch the house during the funeral or memorial service. For example, is a joint bill paid from a bank account your spouse owned individually? A downloadable checklist is available at the end of this article.

Estate Planning 70

Estate Planning Accounting Taxes Retirement 70

Trade Brains

JULY 3, 2023

Today, we take a look at how the Harshad Mehta scam was executed and possibly try to understand how he was able to fool the entire Dalal market and even the Indian banking systems. Over the next decade, he went on to work for several brokerage firms eventually opening up his own brokerage under the name GrowMore Research and Asset Management.

Banking 75

Banking Government Marketing Marketing 75

Clever Girl Finance

NOVEMBER 22, 2022

Restricting access to funds or assets. This could look like this: The abuser decides when the victim gets cash or more money deposited into their bank account. Demanding that all assets and accounts be in the abuser’s name only. Stealing or destroying the victim’s belongings or assets. Birth certificate.

Accounting 92

Accounting Banking Planning Certification 92

James Hendries

JUNE 16, 2023

Estate planning helps disperse your assets according to your wishes. Create an Inventory of Physical Assets One of the first steps in creating an estate plan is knowing what you have, so you may list the items to include in the estate. Take Stock of Your Non-Physical Assets You may also need to inventory your non-physical assets.

Estate Planning 52

Estate Planning Planning Accounting Assets 52