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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

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement.

Education 246
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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.

Ethics 245
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21 High Paying Medical Jobs Without A Degree To Explore

Clever Girl Finance

Educational requirements: High school diploma or your GED and a patient care technician certificate. If you want to be a paramedic, then training, passing exams, and getting licensed as a paramedic is required. You might also be required to conduct healths coaching sessions and pass a certification exam.

Medical 96
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What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

By Craig Lemoine, Director of Consumer Investment Research . So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Professional Certifications for Financial Advisors. We speak a secret language in financial planning.

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How To Use BrokerCheck To Evaluate A Financial Advisor’s Credentials

WiserAdvisor

This tool enables individuals to complete a thorough background check on financial professionals like brokers, brokerage firms, financial advisors, investment advisors, advising firms, etc. The Securities and Exchange Commission’s (SEC) website is also beneficial in gathering details on investment advisors and firms.

License 80
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Becoming a SEBI Registered Investment Advisor: A Complete Guide

International College of Financial Planning

Are you passionate about investments? If so, you can turn your passion into a profession by becoming a SEBI-registered investment advisor. SEBI has introduced guidelines for individuals aspiring to become investment advisors in India. Investment advice can be delivered online or offline channels.

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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. Canceled insurance policies. Security safe.