Financial Advisor
Working with Seniors Health, Financial and Social Issues
Society Of Certified Senior Advisors (Hardcover) Society of Certified Senior Advisors 2005
Answers
My fiance wants ti become a certified financial advisor. What does he need to do to become one?
He needs to get a college degree in finance, accounting, or a related field. Then he has to pass a professional examination to qualify for the certificate. The state in which you live may have other requirements, for example work experience in the field before the certificate can be issued. State laws vary, so you should check with the state.
What a Certified Financial Planner is and why choose to work with one
I have a doctorate in a core science (not math) and have spent 10 years in academic research.
A CFP would be able to be the investment manager of private accounts of individual investors, maybe even a family fund or family office. It's quite a 180 from your previous path, are you sure you don't want to do something that would at least utilize your background? If I were you, I'd try to get a position in equity research focusing on whatever industry you did your academic research in.
I am in MA if that helps at all thanks
You have got to cross train into that my friend
I would like to have the address, contact tel. no., email address of Certified financial advisors/Mutual Fund advisors in Delhi. I would be grateful if you can please help me in finding a good person, who can guide me. I am ready to pay fees.
Hi I am a professional fiancial manger, managing funds for corporate as well asretail clients of mine. In case you need any help regarding financial planning, investing, we can offer you the best solution.
Team
BullRider
someone for retirement purposes
Not much - but a CFP can be anyone holding just ONE of the various exams - may not be fully qualified
An IFA (Independent Financial Adviser) is one who is QUALIFIED to be able to give you advce on all areas.
For retirement purposes, ask for an INDEPENDENT Financial Adviser and one who is better at retirement planning than others ?
Try: www.unbiased.co.uk
& find your nearest IFA
x
Buy Cheap
- Marketing Plan Template for Certified Financial Planner CFP Service Business MS Word / Excel
Comes in MS Word and MS Excel Format For Fast and Easy Editing
Includes All Sections and Complete Budget Needed For A Comprehensive Promotion Plan
Shipped Lightning Fast On A High Capacity CD ROM
Future of Fannie Mae and Freddie Mac Bonds
Arlier this month, the White House played the role of a NFL punter and punted the issue of what to do with Fannie Mae and Freddie Mac far downfield. In fact, maybe the next fi eld over. Bond investors had eagerly awaited details regarding the future of Fannie Mae and Freddie Mac, which together, stand behind almost 40% of the outstanding bonds in the Investment-Grade U.S. Bond market, as measured by the Barclays Aggregate Bond Index. In September 2009 the Treasury stated that recommendations on potential solutions would be released with the President’s 2011 budget.
However, comments from the White House on a potential plan amounted to a single sentence stating the administration continues to “monitor the situation of the Government Sponsored Enterprises” (GSEs – the general term for all the federally chartered agencies) and “will continue to provide updates on considerations for longer-term reform of Fannie Mae and Freddie Mac as appropriate”. Edward DeMarco, acting director of the Federal Housing Finance Agency (FHFA – the regulator of the GSEs), followed with an “update” to Congress soon after but that merely consisted of an operational update with no discussion of future plans.
...