Sentences with phrase «financial educational tools»

You can try out a number of other financial educational tools as well.

The property industry turns to REIM as an invaluable knowledge source, reference guide, and financial educational tool for inside investor information, advice and inspiration.

Not exact matches

That «something great» is an educational platform called «LearnLux,» which offers online tools for financial literacy.

There are also more free educational tools from organizations ranging from non-profits to the federal government to help people improve their financial literacy.

These users can also access a range of educational content about credit scoring and have full use of Credit Karma's financial management tools.

The Fixed Income Analysis tool is designed for educational purposes only and you should not rely on it as the primary basis for your investment, financial or tax planning decisions.

Working with a financial advisor, attending educational sessions available at the workplace, and accessing web - based financial planning tools may be helpful.»

Disclaimer: The content, calculators & tools on NewRetirement.com are for informational and educational purposes only and should not be construed as professional financial advice.

High net - worth individuals and investors can enjoy the comfort of regulated financial services, access to cryptocurrency markets, and educational tools to stay ahead of current trends.

Taklimakan Network is an investment and educational platform for crypto enthusiasts, analysts and traders, which enables users to make professional investment decisions regardless of the level of their financial literacy using educational resources, analytical and trading tools, reviews, etc..

PRO * ACT provides farms with educational tools and financial support needed to pass an annual audit, Phillips says.

This card can be used as an educational tool for students, as well as for adults looking to repair their credit due to past financial problems.

U.S. Bancorp Investments offers you a wide variety of investment tools, financial calculators, and educational material to help you determine if you're on track to meet your investment objectives.

These online tools are an effective way to begin your educational, financial plan without a single credit check.

Lack of personal finance tools: Those seeking a more fleshed - out financial advisory experience — calculators, planning tools, educational material and a money command central — may find Wealthsimple's purposely streamlined website and app sparse compared with other providers.

Financial tips and tools: This educational portal includes calculators, articles and tutorials on a wealth of financial topics including banking, budgeting saving, and bFinancial tips and tools: This educational portal includes calculators, articles and tutorials on a wealth of financial topics including banking, budgeting saving, and bfinancial topics including banking, budgeting saving, and borrowing.

We strive to make the process as safe, easy, and personal as possible, with our in - house customer service team, educational tools and resources to help customers make good financial decisions, and the care that is taken when evaluating each lender before choosing to work with them.

AXA believes that education is a key step toward addressing financial goals, and we've designed this tool as an informational and educational resource, intended to facilitate the review of your current financial situation, based on information and assumptions provided by you.

Since 2006, the Foundation has delivered free, unbiased financial education tools and training to service members, their spouses and military financial educators through on - base educational forums, professional development training programs and online and printed educational resources.

Credit When Credit Is Due is considered to be such an important credit educational tool that it is accepted for continuing education units by a variety of professional organizations for credit and debt counselors, financial planners and educators.

We offer a wide variety of educational resources and tools to help you improve your financial skills, and because we're a non-profit, we're able to keep our fees among the lowest in the industry.

Since the outline is easy to understand, it serves as an educational tool on its own which is yet another way College Ave is educating of financial literacy.

Prior to his current role, Tim worked for SSGA's Intermediary Business Group as a Research Analyst providing value added research, educational tools and practice management services to financial advisors.

Contact us to learn how you can supplement your benefits package with financial tools and educational services designed to help your employees or members achieve their goals.

Additional educational tools and resources include our financial calculators, videos, and our financial blog.

As its name implies, the debtor education course serves as an educational tool for you to plan your financial future and learn some important lessons like establishing a healthy relationship with credit.

Whether it's with easy - to - use web and mobile sites to compare rates and financial products, or through educational tools such as calculators and articles that help inform important money decisions.

High net - worth individuals and investors can enjoy the comfort of regulated financial services, access to cryptocurrency markets, and educational tools to stay ahead of current trends.

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation