Sentences with phrase «personal financial management as»

In addition, the court may not grant a Chapter 7 or Chapter 13 discharge, unless the debtor has completed an education course in personal financial management as approved by the U.S. Trustee.

Not exact matches

That includes his Avant co-founders Paul Zhang, 28, and John Sun, 30, both of whom started out as college interns at Enova, then transitioned into full - time employees, before striking out on their own to start Debteye, a personal financial management software company in 2011.

Lewis Altfest, certified financial planner and CEO of Altfest Personal Wealth Management, also is leery of viewing collectibles as investments.

Millennials should look into personal financial management apps such as Digit and Acorns among others, that provide users with real time insight into their spending habits and make it easier to allocate money to their retirement savings with a few taps on their phones.

Prior to joining Halbert Hargrove in 2012, James worked as a financial advisor with Citi Personal Wealth Management as well as Edward Jones Investments.

As one of North America's leading diversified financial services companies, RBC provides personal and commercial banking, wealth management services, insurance, corporate and investment banking and transaction processing services on a global basis, serving close to 15 million clients through offices in Canada, the U.S. and 51 other countries.

Many factors could cause BlackBerry's actual results, performance or achievements to differ materially from those expressed or implied by the forward - looking statements, including, without limitation: BlackBerry's ability to enhance its current products and services, or develop new products and services in a timely manner or at competitive prices, including risks related to new product introductions; risks related to BlackBerry's ability to mitigate the impact of the anticipated decline in BlackBerry's infrastructure access fees on its consolidated revenue by developing an integrated services and software offering; intense competition, rapid change and significant strategic alliances within BlackBerry's industry; BlackBerry's reliance on carrier partners and distributors; risks associated with BlackBerry's foreign operations, including risks related to recent political and economic developments in Venezuela and the impact of foreign currency restrictions; risks relating to network disruptions and other business interruptions, including costs, potential liabilities, lost revenues and reputational damage associated with service interruptions; risks related to BlackBerry's ability to implement and to realize the anticipated benefits of its CORE program; BlackBerry's ability to maintain or increase its cash balance; security risks; BlackBerry's ability to attract and retain key personnel; risks related to intellectual property rights; BlackBerry's ability to expand and manage BlackBerry ® World ™; risks related to the collection, storage, transmission, use and disclosure of confidential and personal information; BlackBerry's ability to manage inventory and asset risk; BlackBerry's reliance on suppliers of functional components for its products and risks relating to its supply chain; BlackBerry's ability to obtain rights to use software or components supplied by third parties; BlackBerry's ability to successfully maintain and enhance its brand; risks related to government regulations, including regulations relating to encryption technology; BlackBerry's ability to continue to adapt to recent board and management changes and headcount reductions; reliance on strategic alliances with third - party network infrastructure developers, software platform vendors and service platform vendors; BlackBerry's reliance on third - party manufacturers; potential defects and vulnerabilities in BlackBerry's products; risks related to litigation, including litigation claims arising from BlackBerry's practice of providing forward - looking guidance; potential charges relating to the impairment of intangible assets recorded on BlackBerry's balance sheet; risks as a result of actions of activist shareholders; government regulation of wireless spectrum and radio frequencies; risks related to economic and geopolitical conditions; risks associated with acquisitions; foreign exchange risks; and difficulties in forecasting BlackBerry's financial results given the rapid technological changes, evolving industry standards, intense competition and short product life cycles that characterize the wireless communications industry.

At RegentAtlantic we define Wealth Management as the integration of financial planning and investment management to help our clients achieve their personal and financManagement as the integration of financial planning and investment management to help our clients achieve their personal and financmanagement to help our clients achieve their personal and financial goals.

Learn how to reduce your financial stress by learning personal finance management tactics, as well as stress reduction exercises.

For traditional expenses, such as tuition or personal tutors, the auditors should be able to view the expenses online via a financial provider's (such as a bank's) online management system.

Before providing the investment management services, the investment manager must assess the client's individual risk preferences as well as personal and financial circumstances.

More recently, SoFi has started offering other financial products such as mortgages, personal loans, and even wealth management.

We've just finished Financial Literacy Month, where many people talked about some of the personal finance books they've read to learn about money management, and now as we head into the holiday season, I know what you are all thinking:

Jason Heath, a fee - only financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate planning.

Rather than burying your cash in the backyard or stuffing it into your mattress as your preferred method of personal finance management, use a bank or financial institution's services for your next fiscal action.

Money Management is a next generation personal financial management tool that is widely regarded as one of the best financial solutions in theManagement is a next generation personal financial management tool that is widely regarded as one of the best financial solutions in themanagement tool that is widely regarded as one of the best financial solutions in the industry.

In addition to student loan refinancing services, First Republic also offers other financial solutions, such as personal banking, IRAs, and wealth management.

Ranked as the Best Tool to Evaluate Investment Accounts by NerdWallet, Personal Capital is a management service that offers financial tools for calculating your net worth, setting a budget and helping you plan for retirement.

You ought to be aware of credit counseling agencies and organizations that charge a high up - front or every month fee for signing up for credit counseling or a debt management plan, pressure you to make voluntary contributions or use another name for fees, send you free pamphlets contained with information about the services they provide without requiring you to provide personal financial information such as charge account numbers with balances, try to enroll you in a debt management plan without spending the time to review your current financial situation, offer to sign you up for a debt management plan without trying to help you with budgeting and money management skills, or require that you make payments into a debt management plan before your current creditors have accepted you into the program.

The company now offers a wide range of lending products, such as student loans, personal loans, and mortgages, while also offering financial services like wealth management.

As with everything in investment - portfolio management, your financial situation and personal risk tolerance will dictate the amount of stock you should have in your retirement portfolio.

Citibank's offer is not novel, as there are dozens of digital personal financial management services available.

As a candid and passionate supporter of financial literacy and capability, she collaborates with the Virginia Council on Economic Education (VCEE), and teaches financial planning and investment management at the Personal Finance Institute at George Mason University, where she helps educators enhance their understanding of economics and personal Personal Finance Institute at George Mason University, where she helps educators enhance their understanding of economics and personal personal finance.

As in your personal life, good financial management means spending less than you earn.

The company has expanded to offer a range of lending products, such as mortgages and personal loans, while also offering financial services like wealth management.

Professional credit debt management counselors can help you with personal financial roadblocks such as budget and cash flow, credit card debt management, and housing loan management, to name a few.

Prior to receiving a discharge, the Bankruptcy Code requires that you complete a mandatory Financial Management Course (also known as a Debtor Education Course) that is designed to help you manage your personal finances in the future.

At RBC, she served as Financial Planner, then Branch Services Manager assisting with Personal Financial, Estate Planning and Investment Management for five years before starting Financial Reporting Services, LLC.

As partners generally look to their personal distributions as the measure of financial success and stability of their firms, maintaining and increasing those distributions is a management focuAs partners generally look to their personal distributions as the measure of financial success and stability of their firms, maintaining and increasing those distributions is a management focuas the measure of financial success and stability of their firms, maintaining and increasing those distributions is a management focus.

We also advise non-resident Indians and high net worth Indian individuals who are the promoters and controlling shareholders of companies on their personal wealth management matters, as well as advising on their corporate, financial, UK immigration and other legal needs.

Merging the finances and personal debt of two people is a nuanced process, but as you navigate the murky waters of financial married life together, take special care not to avoid these three common money management mistakes.

DigiBank armed with its 3 comparative advantages — full digitalization, faster processing speed and lower transaction cost — provides peer to peer banking and financial services such as personal deposit and withdrawals, international remittances, FIAT and cryptocurrency trading, etc as well as wealth management services such as micro-financing, business loans, project crowdfunding, etc..

Additional responsibilities of the Banking Customer Service Rep include: • Handling cash and processing customer transactions • Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Maintaining up - to - date knowledge of financial center policies, procedures, products and services • Performing daily office responsibilities alongside other staff members to maintain the efficient operation of the financial center.

Additional responsibilities of the Lead Customer Service Representative include: • Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Training and developing new and current Customer Service Representatives and identifying other Customer Service Representatives who are capable of training new staff members • Monitoring operations behind the Customer Service Representative line, delegating work and taking issues to the Customer Service Manager as needed • Acting as the contact person for financial center personnel in regards to Customer Service Representative activity, answering questions and helping management to keep Customer Service Representatives up - to - date on all changes • Maintaining up - to - date knowledge of financial center policies, procedures, products and services

Highlight Your Skills for positions such as: Personal Banking Officer, Private Banking Officer, Professional Services Manager, Wealth Management, Personal Banking Representative, Loans Officer, Personal Financial Planner, Customer Service, Retail Banking and much more.

Professional Duties & Responsibilities Recognized team leader who consistently improves company efficiency and efficacy Managed, trained, and reviewed junior staff offering guidance and best practices Provided excellent customer service resulting in significant repeat business Built strong, long - term relationships with clients, piers, and employers Generated significant new business through networking, referrals, and other tactics Offered administrative assistance to senior leadership as needed Handled phones, filing, financial software, and data entry Served as first point of company contact with the public Performed all duties in a professional, courteous, and positive manner Trained in business management, accounting, and related disciplines Highly motived and willing to take on new responsibilities in support of company mission Dedicated to personal and professional growth

Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks

My plan also includes Financial Projections, Time Management as well as personal and motivational sections geared to get the planner into the right head space for success.