Take a look at the robust CFP course of study, complete that, sit for the two day exam, and then offer
people comprehensive financial planning and you may do just fine.
Not exact matches
FPA member planners can help
people assess their
financial health, set realistic
financial and personal goals, and develop
comprehensive plans to meet those goals.
For
people that were current on their bills but wanted to do better, we offered the Debt Eliminator service to show them how,
comprehensive financial tracking through our Ultimate Spending Plan budget tracking books, online bill payment capabilities, and Financial Recovery Counseling for those that had spending issues they wanted to
financial tracking through our Ultimate Spending
Plan budget tracking books, online bill payment capabilities, and
Financial Recovery Counseling for those that had spending issues they wanted to
Financial Recovery Counseling for those that had spending issues they wanted to overcome.
Of the more than 8,000
people that were polled those with
comprehensive financial plans scored 62 % more on emotional wellbeing than those without; 85 % more on
financial wellbeing and 45 % more in overall contentment.
Canada's top personal finance magazine presents a
comprehensive step - by - step
financial plan for
people of all ages.
Very few
people have
comprehensive personal
financial plans that cover all of the personal finance basics.
Odds are I did a
comprehensive financial plan for you that took a couple hours, established an investment allocation, paperwork, probably took you to lunch, and meet with you in
person at least once a year..
The Senate substituted a more
comprehensive version for HR 3858, which would grant FEMA the authority to assist in developing disaster
plans and make
financial contributions to state and local authorities to procure or construct emergency animal shelters, and allow the federal government to provide direct assistance during a disaster to help
people with companion animals and service animals, as well as the animals themselves, following a major disaster.
It's a hybrid between insurance and investment portfolio that really only makes sense for the wealthiest
people as part of a larger,
comprehensive financial plan.
A lot of
people consider them prohibitively expensive — a consultation can run you up to $ 350 per hour, and a
comprehensive financial plan can cost you a few thousand — but many don't consider how much money they lose by not seeking advice from an advisor.
Hence to sell a
comprehensive term insurance
plan, an insurance company would check your income as well as the tax returns you forgo, this makes it evident that these insurance companies as
financial planners feel that there is no need of an insurance cover for a
person who has no earnings.
Professional Experience Danville Centre for Health and Rehabilitation (Danville, KY) 2008 — Present Community Liaison (2010 — Present) Admission and Marketing Director (2008 — 2010) • Marketed specialty clinical programs for 500 multi-site nursing home beds in Central Kentucky • Designed and implemented
comprehensive marketing campaigns including all collateral materials • Generated significant sales through marketing, special events, in -
person sales, and other tactics • Trained junior team members in corporate policies and customer service and sales best practices • Successfully secured admissions to 106 bed skilled nursing facility through customer relations and sales initiatives • Set and strictly adhered to departmental budget ensuring efficient and effective operations • Responsible for business
plan development,
financial oversight, staffing, and team training • Supervised Admissions Assistant and the «Angel Care» resident advocacy team program
Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project
Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple
financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project
financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales
people to develop action
plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain
comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines
Retail Sales Manager — Duties & Responsibilities Oversee customer service and sales staff ensuring efficient, effective, and profitable operations Design and implement staff development programs to enhance sales and customer service skills Train employees in corporate branding and company policies and procedures Consistently meet or exceed sales goals through networking, in
person sales, trade shows, and other tactics Develop and implement company marketing, public relations, and promotional strategies Identify company operational challenges and overcome obstacles through strong managerial skills Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales
people to develop action
plans to govern their performance Maintain
comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Oversee multimillion dollar inventory and product replenishment Manage company
financial records providing detailed, accurate account of transactions and
financial health Provide additional operational support including communications, data entry, and other tasks as needed
Retail Sales Manager — Duties & Responsibilities Consistently meet or exceed sales goals through networking, in
person sales, trade shows, and other tactics Develop and implement company marketing, public relations, and promotional strategies Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales
people to develop action
plans to govern their performance Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain
comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Oversee multimillion dollar inventory and direct purchasing and inventory replenishment Manage company
financial records providing detailed, accurate account of transactions and
financial health Provide additional operational support including communications, data entry, and other tasks as needed
Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer service teams resulting in significant company revenue Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Conduct public relations activities and attend relevant events, fairs, and conferences Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales
people to develop action
plans to govern their performance Maintain
comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee accounting activities including budgets, accounts payable / receivable, and tax filings Prepare and present periodic
financial reports to fellow members of senior leadership
Account Representative — Duties & Responsibilities Experienced manager with a background in purchasing, inventory, customer service, accounting, and sales Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales
people to develop action
plans to govern their performance Maintain
comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Oversee $ 8.9 million company inventory, supply, and purchasing operations Achieve fill rate performance of 95.7 % in 2010 Oversee varied material purchasing while constantly analyzing market and pricing trends Review proposals, negotiate prices, select suppliers, and oversee purchasing / delivery logistics Responsible for forecasting, requirements analysis preparation and execution, RFP processes, bid analysis, negotiations, and contract awards in accordance with company guidelines Provide
financial oversight of accounts receivable, payable, and general ledger ensuring profitable operations Serve as departmental liaison for corporate Diversity and Inclusion initiative Represent company brand with poise, integrity, and positivity