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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Accordingly, in 2020 the North American Securities Administrators Association (NASAA) introduced a Model Rule for the first-ever CE obligation for Investment Adviser Representatives (IARs) to maintain their Series 65 license after initially obtaining it.

Ethics 245
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Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 246
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What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. In this blog, we’ll break down industry jargon, share what various credentials indicate and explain why the financial services industry is so regulated. .

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Hurricane and Natural Disaster Preparedness

Your Richest Life

I’ve talked on the blog before about having an emergency fund , and why it matters. No one wants to think about their home being destroyed or their birth certificates being washed away in a flood. Birth certificates. Natural Disaster Preparedness: Financial Prep. Disaster Preparedness Financial Documents. But it happens.

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The 16 Best Jobs For Moms With No Degree

Clever Girl Finance

However, bear in mind that doing so may require obtaining specific licenses depending on which state you live in. Requirements: Love for taking care of children Licenses if opening own daycare center 2. Requirements: Strong communication skills Some employers may require sales associate certifications 4.

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Financial Record Keeping: How Long To Keep Financial Records?

Clever Girl Finance

Birth certificates / Adoption paperwork. Usually needed for jobs, enrolling in school, obtaining a driver’s license, benefits, insurance additions, etc. Death Certificates. Marriage Certificates. Remember this is different than a marriage license, which you don't keep. Security safe. cubic-foot capacity.

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18 Of The Best Online Part-Time Jobs From Home

Clever Girl Finance

Although you’d still crush it with certifications and experience on specific programs such as Microsoft or Oracle. You also need an associate’s degree or certification with proficiency in applications such as Microsoft Excel or QuickBooks. Even without much experience, you can start as an article or blog editor.