International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice. .

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Sara Grillo

AUGUST 14, 2023

Researching costs of investments, services, and products rendered to the client Assessing if risk is reasonable for the client Assessing if performance expectations are reasonable for the client But these are all loose definitions. What does the law actually say about the fiduciary standard?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

MAY 23, 2023

Yes, I did some legal stuff and rank stuff but I, you know, I went in on the weekends when we did the stock certificate count. GREW: And counted share certificates, that it was that long ago. What — perhaps not Ted Lasso himself but there are definitely points where I may be channeling some of the other characters.

Clients 162

Clients Management Engineering Investing 162

Trade Brains

MAY 25, 2023

Zerodha Varsity offers free modules on Technical analysis, fundamental analysis, futures, options, risk management, trading psychology & more. CDSL’s main function is the holding securities either in certificated or uncertificated form, to enable the book-entry transfer of securities. That’s all for this post.

Investing 98

Investing Investments Accounting Education 98

International College of Financial Planning

AUGUST 16, 2020

In the professional world, work matters more than certificates. Since the financial crunch is for real this time, do not miss out on an unpaid internships too, at least if you are promised a certificate and letter of recommendation at the end. Our definition of normalcy has been changed as we adapt to the evolving conditions.

Recruitment 52

Recruitment Financial Planning Communication Planning 52

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? Well 01:04:00 [Speaker Changed] Start, I don’t know if that’s the right word.

Taxes 280

Taxes Banking Clients Management 280