Tags |
|
|
Links |
|
|
Casual Articles - Financial Planning: What's Your Designation?
No doubt we have all heard by now of the statistic stating that what we say accounts for only 7% of our communication (body language accounting for 55% and tone of voice for 38%). Nevertheless, the way in which you express yourself can have a huge impact on your customer or whoever else you are talking to. These tips may help:1. Listen carefully to your own speech and start to notice, and then cut out, ‘crutch words’ – words which mean nothing, but which we common
All of the above certifying agencies require at least three years of experience prior to certification. Other designations do exist, but these three are the most reliable. Since many unscrupulous individuals decide to call themselves “financial planners,” you’d be wise to look for one with a certification from a nationally recognized organization.
Since the Securities and Exchange Commission does
As the proud publisher of a website I'm sure you have spent a considerable amount of time and effort to attract traffic to your site. It's not difficult to realize how it is to your advantage to get repeat visitors to your website, rather than to constantly be relying on finding someone new. A visitor who has previously viewed your website offerings is much more likely to become your customer than a first time visitor. To this end, I would like you to consider the following
Start by learning what the different designations mean. You may have noticed that there are three popular financial designations that most financial planners hold. You’ll want to choose one with one of the following designations.
Like many CPA‘s, a Certified Financial Planner (CFP) must attend about two years of training and pass a rigorous test. This designation is given by the Certified Financial Planning Board of Standards, a national organization. After two years of preparatory courses, a Certified Financial Planner must earn a passing grade on a ten-hour test given over the course of two days. The Financial Planning Association can provide you with a listing of Certified Financial Planners.
You may have also encountered some Chartered Financial Consultants. These graduates of American College in Pennsylvania have completed a series of exams and obtained real life experience before earning their designation. However, the program is geared more toward the insurance profession than broad based financial planning. The Society of Financial Professionals can provide you with a listing of these consultants.
The American Institute of Certified Public Accountants offers its own designation, a Personal Financial Specialist (PFS). Certified Public Accountants can earn this additional designation by completing a series of comprehensive tests and demonstrate experience in financial planning. Most of these designates are members of the National Association of Personal Financial Advisors, and they can refer you to a PFS in your area.
All of the above certifying agencies require at least three years of experience prior to certification. Other designations do exist, but these three are the most reliable. Since many unscrupulous individuals decide to call themselves “financial planners,” you’d be wise to look for one with a certification from a nationally recognized organization.
Since the Securities and Exchange Commission does
Planning to sell a group of Resell Rights products? Well, I do have some success tips to share with you![1] Ensure that the products are of the same theme.For example, if you are targeting the writers market, then the Resell Rights products you acquire must be writing-related to form the group of products. The more focused your package is on your target market and the bigger your target market, the higher chances of success you will sell your package.[2
Like many CPA‘s, a Certified Financial Planner (CFP) must attend about two years of training and pass a rigorous test. This designation is given by the Certified Financial Planning Board of Standards, a national organization. After two years of preparatory courses, a Certified Financial Planner must earn a passing grade on a ten-hour test given over the course of two days. The Financial Planning Association can provide you with a listing of Certified Financial Planners.
You may have also encountered some Chartered Financial Consultants. These graduates of American College in Pennsylvania have completed a series of exams and obtained real life experience before earning their designation. However, the program is geared more toward the insurance profession than broad based financial planning. The Society of Financial Professionals can provide you with a listing of these consultants.
The American Institute of Certified Public Accountants offers its own designation, a Personal Financial Specialist (PFS). Certified Public Accountants can earn this additional designation by completing a series of comprehensive tests and demonstrate experience in financial planning. Most of these designates are members of the National Association of Personal Financial Advisors, and they can refer you to a PFS in your area.
All of the above certifying agencies require at least three years of experience prior to certification. Other designations do exist, but these three are the most reliable. Since many unscrupulous individuals decide to call themselves “financial planners,” you’d be wise to look for one with a certification from a nationally recognized organization.
Since the Securities and Exchange Commission does
One of the questions we’re frequently asked by employers of all types, including those in different countries, is “Why do employees leave?”Here are 10 of the most common reasons employees leave; we haven’t ranked them in their order of importance with the exception of the first one, which is usually the largest single reason employees leave.10 Common Reasons Employees Leave Employers1. Poor relationship between the employee and their immediate boss.
You may have also encountered some Chartered Financial Consultants. These graduates of American College in Pennsylvania have completed a series of exams and obtained real life experience before earning their designation. However, the program is geared more toward the insurance profession than broad based financial planning. The Society of Financial Professionals can provide you with a listing of these consultants.
The American Institute of Certified Public Accountants offers its own designation, a Personal Financial Specialist (PFS). Certified Public Accountants can earn this additional designation by completing a series of comprehensive tests and demonstrate experience in financial planning. Most of these designates are members of the National Association of Personal Financial Advisors, and they can refer you to a PFS in your area.
All of the above certifying agencies require at least three years of experience prior to certification. Other designations do exist, but these three are the most reliable. Since many unscrupulous individuals decide to call themselves “financial planners,” you’d be wise to look for one with a certification from a nationally recognized organization.
Since the Securities and Exchange Commission does
Middle East CareersJobs in the Middle Eastern countries continue to be highly sought by people of various backgrounds. Jobs in certain countries such as Saud-Arabia, Qatar, Dubai, Bahrain and other neighboring countries are still high in demand. Unfortunately, the channels and infrastructure to look and apply for Middle East careers are limited and not as easy as finding jobs in certain markets such as the North American job market.The following provides certa
The American Institute of Certified Public Accountants offers its own designation, a Personal Financial Specialist (PFS). Certified Public Accountants can earn this additional designation by completing a series of comprehensive tests and demonstrate experience in financial planning. Most of these designates are members of the National Association of Personal Financial Advisors, and they can refer you to a PFS in your area.
All of the above certifying agencies require at least three years of experience prior to certification. Other designations do exist, but these three are the most reliable. Since many unscrupulous individuals decide to call themselves “financial planners,” you’d be wise to look for one with a certification from a nationally recognized organization.
Since the Securities and Exchange Commission does
In order to work in an actuarial job, you must need deep analytical skills, as well as an understanding of behavior and control risk programs. Actuarial jobs in the insurance industry include many disciplines and sectors of insurance including: pension, life, property, casualty, liability, health and general insurance. Actuarial jobs for life, health and pension insurance deal with the risk of death, medical services risks and investment risks.Actuarial jobs for gene
All of the above certifying agencies require at least three years of experience prior to certification. Other designations do exist, but these three are the most reliable. Since many unscrupulous individuals decide to call themselves “financial planners,” you’d be wise to look for one with a certification from a nationally recognized organization.
Since the Securities and Exchange Commission doesn’t regulate smaller financial advisors (those with under $25 Million under advisement), it is up to you to screen your financial planner carefully.
You can begin by checking on the website of the National Association of Securities Dealers website. They list financial planners who have been disciplined on their website. Information is also available by telephone from this association’s toll free number (800-289-9999). Also check with your state’s securities division for disciplinary actions and complaints.
Ask your planner for a copy of Form ADV, Part II. If you aren’t familiar with the form, they will be. This form is required by the Securities and Exchange Commission from every financial planner and should spell out how and what the planner will be paid and any incentives they may earn. Sometimes they will provide this information in brochure or pamphlet form, but you’ll know up front what your fees will be.
Finally, check references. A reputable planner won’t mind giving you a few references to call. Find out if they handle portfolios similar to yours and if the client is satisfied with their services. Ask about fees.
It’s your future, so doing a little homework up front and making sure that you‘re getting what you pay for is well worth it in the long run. Make sure that your financial planner holds a nationally recognized designation and check him out before you hand over your hard earned money. Your time and effort is a wise investment when shopping for a financial planner.
HTTP = HTML link (for blogs, profiles,phorums):
<a href="http://www.casualarticles.com/article/90475/casualarticles-Financial-Planning--Whats-Your-Designation.html">Financial Planning: What's Your Designation?</a>
BB link (for phorums):
[url=http://www.casualarticles.com/article/90475/casualarticles-Financial-Planning--Whats-Your-Designation.html]Financial Planning: What's Your Designation?[/url]
Related Articles:
When Customer Rewards Programs Backfire
3 Traits of Quality SEO Web Design
How to Make Money on the Internet: A Beginner's Blueprint Part 7
Bookmark it:
|