Sentences with phrase «knowledge of financial planning»

Possess strong knowledge of financial planning, business management, business acumen and work ethic

The ChFC designation indicates a knowledge of financial planning, as well as the features, benefits and uses of various insurance and financial products.

Not exact matches

Evelyn Jacks is Founder and President of Knowledge Bureau, a national educational institute for the continuing professional development of tax and financial advisors and author of 52 books on the subject of tax preparation, planning and wealth management for Canadian families.

TOKYO, April 10 (Reuters)- Mitsubishi UFJ Financial Group (MUFG) plans to book a charge of 50 billion yen ($ 470 million) for the year ended March, as it closes or merges unprofitable domestic branches to cut costs, two people with knowledge of the matter told Reuters.

This lack of knowledge might be due to poor financial planning — or it might be because most people don't understand simple finance terms and concepts.

The author's extensive knowledge of the space and his comfort explaining make his reasoning compelling: real estate is an important asset class, good financial plans include multiple asset classes.

His experience in global equities and fixed income portfolio management has permitted him to develop an extensive knowledge of investing and financial planning.

Cousins found that Sulyma had actual knowledge of the facts underlying his substantive claims because the financial disclosures provided information about plan asset allocation and an overview of the logic behind investment strategy.

Mr. Guillemin was selected to our board of directors because he brings financial experience and possesses particular knowledge and experience in strategic planning and leadership of complex organizations.

In the summer of 2016, we announced that JYC Financial and Spring Personal Finance were collaborating - financial planners Julia Chung and Sandi Martin decided to share financial planning knowledge, super powers, and supportFinancial and Spring Personal Finance were collaborating - financial planners Julia Chung and Sandi Martin decided to share financial planning knowledge, super powers, and supportfinancial planners Julia Chung and Sandi Martin decided to share financial planning knowledge, super powers, and supportfinancial planning knowledge, super powers, and support systems.

A recent poll by the Financial Planning Standards Council suggests that a large number of women lack money skills and knowledge.

Tap into the power of thought leaders and knowledge seekers sharing insight into financial and life planning.

I use my financial planning knowledge to develop recommendations for your situation, lay out pros and cons of various strategies, and break down your path forward in an easy - to - understand way.

Until someone with proper expertise in myriad areas of sports science, football coaching, business, finance, law, PR, media, marketing, human resources etc etc has unfettered access to all board meeting minutes, records of all discussions with players, full player medical records, details of all contacts with agents, other clubs, other players, seen copies of player contracts and negotiations, understands the financial imperatives, interprets the business accounting, has reviewed the business plan, has knowledge of the employer / employee contractual relationship between Wenger and the club, has intimate insight in to the goals and objectives of the business and the club — then everyone is filling in the gaps with their own version of events and will necessarily always be a long, long way from anything close to any «truth».

As late as April and May of their senior year of high school ~ there is a lack of knowledge among students about how they will pay for college There are substantial gender and socioeconomic differences evident in choosing STEM majors Parents and friends are key sources of support for postsecondary transition planning that need to be fully utilized On average ~ students do nt see college and career readiness counseling services as being as frequent or helpful as do their counselors and principals in terms of social and emotional development ~ financial planning ~ college and career planning and scheduling.

Less than half of counselors (43 %), for example, indicated that they have sufficient knowledge and training on «College Affordability Planning,» which includes ways to provide information about college costs, financing, financial aid and scholarships.

The network also provides schools with access to: a national «knowledge network» of CWC teachers and principals who can share best practices with one another, meaningful professional development opportunities and evaluation tools, student assessment tools and help tracking student achievement, training in school operations, interest - free start - up loans to help new schools get off the ground and long - term financial planning assistance, and help resolving outstanding academic issues when requested by the school.

A CFP professional has the broadest of knowledge, and is educated on all aspects of financial planning, including retirement and investment planning.

Deciding whether or not refinancing is a sound financial decision can require hours of research, knowledge of your financial situation, an estimate on how long you plan on staying in your current home, and other mortgage calculations.

Armed with the knowledge of your financial limits, you are ready to contact a real estate agent or broker to discuss your plans.

It's pretty common knowledge that investing in your 401 (k), IRA, and private investment account should be a fundamental part of your financial and retirement planning.

Old National provides valuable financial consulting to your plan participants through customized education programs including: enrollment, the importance of employee participation; the importance of increasing 401 (k) contributions, pre-retiree seminars, basic financial planning, basic investment knowledge, investment information specific to your retirement plan, and current economic updates.

Whether you're searching for your first apartment, planning your dream wedding, expecting your first child or working toward retirement, Old National provides the financial knowledge and products to help you each step of the way.

I have no problems with the DIY investor, but when you start delving into true financial planning that relies on working knowledge of tax law, it is always best to get professional help.

Tap into the power of thought leaders and knowledge seekers sharing insight into financial and life planning.

The Study measures four key components of financial capability — making ends meet, planning ahead, managing financial products and financial knowledge and decision making.

Michael's site is self described as commentary on financial planning, but as a consumer and investor, I find a ton of knowledge from his insights on how the system works (and doesn't work) to your advantage.

Many accountants who don't have an aligned financial planning business have only a vague knowledge of ETFs and continue to stick to their old line about managed funds to mum and dad investors and SMSFs.

Tap into the power of a network of thought leaders and knowledge seekers sharing insights into modern financial and life planning.

They created a «Certified College Planning Specialist (CCPS)» credential for their members who pass a relatively simple test of knowledge of student financial aid.

These tips and tricks will not only help you decide which retirement plan is the best fit for you, but also will encourage the development of good habits and give you general knowledge in the financial world.

Resources like this even provide free online debt management and budgeting tools, so that you may approach your financial liabilities with a suitable level of legal knowledge and a plan of action to reduce them.

Usually the group plan sales people have limited knowelege of mutual funds and the Financial adivsors have even less knowledge of the pooled resp's usually they are misinformed and stuck on the old version of group RESP's.

«Cantor & Webb has a team which has a vast knowledge of estate planning structures in jurisdictions such as Mexico, Venezuela and the United Kingdom, are invaluable to private clients who seek financial security for their families.

Once we have a firm grasp of your unique circumstances and needs, we are able to use our legal, accounting and tax knowledge to craft a plan that fosters financial well - being for generations.

The application form will generally request current and historical financial information, details of the experience of the directors and officers, the claims history of the corporation, plans for acquisitions or securities issuances, and any prior knowledge of acts or omissions likely to give rise to a claim.

Life insurance is just one part of financial planning and the most valuable assets an agent can have are knowledge, experience and strong ethics.

Financial advisors who are also licensed life insurance agents can help clients consolidate the process of creating a full financial plan, while also putting their intimate knowledge of assets and goals to even beFinancial advisors who are also licensed life insurance agents can help clients consolidate the process of creating a full financial plan, while also putting their intimate knowledge of assets and goals to even befinancial plan, while also putting their intimate knowledge of assets and goals to even better use.

The knowledge CLU candidates gain by passing their requirements focus on the operation of the life insurance industry, in depth knowledge of laws and regulations pertaining to life insurance, and more practical concepts such as determining the life insurance needs of various types of clients with sophisticated financial situations such as business owners or clients with estate planning needs.

This joint task adopts a nearby approach with the power of world knowledge to launch products that is targeted at offering the method to plan their long - term financial goals.

To help our customers protect themselves from the unexpected perils of life and plan for their futures by utilizing our teams experience and knowledge combined with State Farms Insurance and Financial Services products.

In its latest financial report, SBI expressed plans for «the establishment of a new financial ecosystem based on cryptocurrency,» a move that includes carrying out joint research to gather «systematic knowledge» of blockchain technologies.

Electric vehicle maker Faraday Future is planning to raise $ 1 billion as it seeks to protect itself from the financial woes of its main backer, China's LeEco, a person with direct knowledge of the matter said.

SUMMARY AREAS OF KNOWLEDGE AND ABILITY Portfolio Risk Analysis * Credit Risk Modeling * Market Research * Economic / Financial Analysis * Forecasting and Budgeting * Customer Development * Strategic Planning * Revenue Management * Market Intelligence * Business Intelligence Tool Design and Presentation * Staffing Supervision / Development * Project Management * Data Mining Big Datasets * Neural Network Forecasting

Tags for this Online Resume: Alignment of Business and IT Missions & Strategies, Analytics, Application Development, Asset Management, Asset Valuations, Best Practices, Big Data, Business Development, Business Intelligence, Business Process Reengineering, BPR, Business Strategy, Change Management, Cloud Computing, Consultative Sales, Consulting, Cross-Functional Team Leadership, Customer Relationship Management, CRM, Due Diligence, Enterprise Application Integration, EAI, Enterprise Architecture, Enterprise Resource Planning, ERP, Enterprise Software, Financial Analysis, Forecasting, IT Service Management, ITSM, IT Strategy, Investment Analysis, Investment Strategy, Key Performance Indicators, KPI, Knowledge Management, Managed Service Provider, MSP, Mergers and Acquisitions, M&A, Operations, Operational Efficiency, Operational Excellence, Operations Management, Organizational Development, Portfolio Management, Private Equity, Profit and Loss, P&L, Program Management, Project Management, Regulatory Compliance, ROI, Sales, Salesforce, Sales Management, Security - Oriented Architecture, SOA, Staff Development, Staff Management, Supply Chain, Systems Integration, Training and Development, Training Delivery, Account Management, Client Management, Client Relations, Client Relationship Management, Crisis Communications, Crisis Intervention, Crisis Management, IaaS, Key Account Management, Major Account Management, National Account Management, PaaS, Public Speaking, Risk Assessment, Risk Management, Risk Mitigation, SaaS, Solutions Selling, Strategic Business Planning, Strategic Communications, Strategic Partnerships, Strategic Planning

You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and drive new client acquisition.

Skills and Experience: * Previous experience working within a Customer Service role is ideal * Experience of Credit / Debt Management would be advantageous * Competent in Microsoft Office, including Word, Excel and Outlook * Experience working within Financial Services would be of advantage * Ability to adhere to strict governance, process and policy * Quality driven with excellent attention to detail * Must have 5 GCSE's A-C if no work experience Additional Information Start date: We are looking for you to be able to start with on our planned training induction date confirmed on: 17th Macrh 2018 We will invest significant training to provide you with the knowledge and skills to be successful in the role.

Earning a Bachelor's degree in Accounting and attaining comprehensive knowledge of strategic financial planning, tax preparation, and general US GAAP accounting principles.

From achieving strong knowledge of tax strategies and financial planning operations to conducting research and analyzing reports, my background has prepared me to excel in this role.

Graduating in 2015 with a Bachelor of Arts degree in Accounting and attaining comprehensive knowledge of strategic financial planning, tax preparation, and general accounting principles.