FAST TRACK PROGRAM March 2012
|
|
|
- Augusta Johnston
- 8 years ago
- Views:
Transcription
1 FAST TRACK PROGRAM March 2012 EDUCATION PROGRAM DUAL DESIGNATION DIPLOMA FINANCIAL PLANNING (DFP) & CFP CERTIFICATION The Four "E's" : Education Examination Experience Ethics ASIAN BANKING FINANCE & INFORMATICS INSTITUTE PERBANAS ABFI INSTITUTE PERBANAS
2 PROGRAM DESCRIPTION CFP Is stand for CERTIFIED FINANCIAL PLANNER by Financial Planning Standards Board (FPSB) Indonesia. CFP is international certification program for financial service industry professionals. The purpose of CFP certification is to enhance the competency and build good reputation in order to service the clients more professionally. The Certified Financial Planner or CFP, designation is considered the gold standard in this crowd. CFPs are required to be knowledgable about financial-planning topics including insurance, employee benefits, investments, taxes and estate planning ( Wall Street Journal, 1/28-29/06) With over 2.5 million clients, more CERTIFIED FINANCIAL PLANNER (TM) practitioners than any other firm, strong asset management capabilities, and a robust insurance and annuities business, Ameriprise Financial will be a leader in the industry. Jim Cracchiolo, chairman and CEO of AEFA (American Express Financial Advisors) announcing the launch of Ameriprise Financial More than 60% of Financial planners and wealth manager specialist working in banks in Canada are CFP, and about 40% are PFP from bankers Association Financial Planning Standards Council of Canada Indonesia CFP certification have the highest qualification among local financial planner certification institutes as well as other CFP certification institutes in the world. Currently, The 115,099 CFP holders in the world. CFP Training Proposal 2
3 BENEFITS of CFP CERTIFICATION Become a Professional Financial Planner with international standard certification Thorough Understanding in all aspects of personal financial planning process. Build skills in investment, insurance, pension, tax and estate planning. Enhance the holder s career as personal financial planner Build Thrust in The Heart of Clients Aspects of Financial Planner Success [Scale of 1 4] (1) People/Communication Skills 3.68 (2) Having the CFP Certification 3.43 (3) Referrals from Clients 3.35 (4) Keeping up with Continuing Education 3.34 (5) Educational Background 3.26 (6) Specialization Survey of Trends in Financial Planning, College for Financial Planning CFP Training Proposal 3
![Enhance the holder s career as personal financial planner Build Thrust in The Heart of Clients Aspects of Financial Planner Success [Scale of 1 4] (1) People/Communication Skills](/docs-images/43/10038815/images/page_3.jpg "3.68 (2) Having the CFP Certification 3.43 (3) Referrals from Clients 3.35 (4) Keeping up with Continuing Education 3.34 (5) Educational Background 3.26 (6) Specialization 2.")
4 PATH TO CFP CERTIFICATION EDUCATION PROGRAM DIPL. FP & CFP CERFITICATION Prepare the participants to take CFP examination by FPSB Indonesia. Designation Dipl. FP by ABFI Institute Perbanas, Certificate of Proficiency by BNSP and CFP by Financial Planning Standards Board (if Pass The Examination). WHY CFP CERFITICATION PROGRAM IN ABFI INSTITUTE PERBANAS IS UNIQUE Having Fast Track Program for CFP Examination Preparation. Candidates of CFP from ABFI Perbanas were 100 % passing The CFP Examination. Having High Qualified Instructors Having strategic place CFP Training Proposal 4
5 CURRICULUM (1 session = 2 hours) Session Topic : Module 1 Foundation of Financial Planning 1 Financial Planning Process & Ethics March 31, The Time Value of Money March 31, Personal Financial Statements March 31, Liabilities Management March 31, Session Topic : Module 2 Investment Planning 1 Investment Principles & Capital Market April 7, Mutual Funds & Unit Trust April 7, Fixed Income Analysis & Valuation April 7, Equity Analysis 1 : Risk Return Fundamental & Asset Allocation April 7, Equity Analysis 2 : Stock Valuation April 14, Intro to Derivative Instrument - Options April 14, Session Topic : Module 3 Risk Management & Insurance Planning 3 Personal Risk Management Concepts April 14, Life Insurance & Personal Financial Planning April 14, Traditional Life Insurance & Unit Linked April 21, Syariah Insurance Concept April 21, Personal General Insurance April 21, Long Term Care, Disability & Annuity April 21, Health, Medical & Group Insurance April 28, CFP Training Proposal 5
6 Session Topic : Module 4 Retirement, Tax & Estate Planning 2 Annuity & Retirement Planning April 28, Marriage & Family Law April 28, Estate Planning Process & Distribution April 28, Company & Government Retirement Program May 5, Income Tax Planning & Tax on Estate May 5, Life Insurance, Business Continuity and Wealth Distribution Planning May 5, Session Topic : Module 5 Financial Planning Construction 4 Guide to Construct Financial Planning For Clients May 5, Exam Modul 1,2,3 & 4 May 12, Exam CFP 1 & 2 May 25, Exam CFP 3 & 4 May 26, CFP Training Proposal 6
7 INSTRUCTORS : The DFP Education Program (CFP examination preparation course) at ABFI Institute Perbanas is taught by financial planning professionals who combine extensive practice experience with solid teaching expertise. Tedy Fardiansyah, MM, FRM, CFP, ERMCP (Financial Practitioner ) Michael T. Tjoajadi, ChFC (Schroders Inv. Management) David Sutoyo, MM, CFP (Prudential) M.J. Widijatmoko, SH, (Notaris PPAT) Shaifie Zein, CFP (NasionalRe) Embun Prowanta, MM, CFP (Perbanas Institute) Toga Buana Lubis, MM, CFP (Financial & Tax Planner) Dra. Irene M. Salaki, (Tax Consultant & Public Accountant) Sapto Ciptadi, MSc, CFP ( Pertamina ) Other Qualified Instructors INVESTMENT For DFP Education Program/CFP Exam Preparation Course: IDR (net of taxes) for each participant for 5 modules. The Company sent participants more than 3 person will get discount 10 %. For CFP Examination: Rp /exam for CFP 1, CFP 2, CFP 3 and Rp /exam for CFP 4, must be paid to FPSB Indonesia, one month before CFP Examination Date. CFP Training Proposal 7
8 INFORMATION & REGISTRATION Contact Person : Irma and Aji Training Unit of Center of Research ABFI Institute Perbanas, Gd. Unit V lantai 7, Jl. Perbanas, Karet Kuningan, Jakarta phone , Ext. 5711/5712, Fax Mobile : CFP Training Proposal 8
PROPOSAL FAST TRACK PROGRAM 2015 CERTIFIED FINANCIAL PLANNING (CFP )
PROPOSAL FAST TRACK PROGRAM 2015 CERTIFIED FINANCIAL PLANNING (CFP ) The Four "E's" : Education Examination Experience Ethics PERBANAS INSTITUTE PROGRAM DESCRIPTION CFP Is stand for CERTIFIED FINANCIAL
Certified Financial Planner (CFP ) Certification World Most Recognised Certification in Financial Planning
WHY NEED FINANCIAL PLANNING SKILLS In the year of 2014, Indonesian Financial industries will undergoes some significant changes to and new level of pressure that will be faced by every professional in
Graduate Diploma in Financial Planning Postgraduate education 2014/2015
Graduate Diploma in Financial Planning Postgraduate education 2014/2015 www.iob.ie/postgrad The College of Professional Finance Who we are THE INSTITUTE OF BANKING The Institute of Banking is the largest
Graduate Diploma in Financial Planning
Graduate Diploma in Financial Planning The College of Professional Finance Postgraduate Education 2015/2016 www.iob.ie/postgrad Who we are THE INSTITUTE OF BANKING The Institute of Banking is the largest
Personal Financial Planning Certificate Program
Finance Personal Financial Planning Certificate Program n Curriculum satisfies the CFP Board s education requirement to sit for the CFP Certification Examination n Program available online and on campus
TIPS FOR CONSUMERS Selecting an Advisor
TIPS FOR CONSUMERS Selecting an Advisor Insured Retirement Institute www.irionline.org Financial planning provides direction and meaning to your financial decisions. It allows you to understand how each
The School of Professional Finance
The School of Professional Finance GRADUATE DIPLOMA IN FINANCIAL PLANNING 2012 2013 Gateway to the Prestigious International Designation Certified Financial Planner professional The Institute of Bankers
Financial Planning Education: Global Standard Framework
Financial Planning Education: Global Standard Framework So-hyun Joo, Ph.D. Financial Planning Consultant Kangnam gu Apgujeung dong, 513 Hanyang APT 52-1103 Seoul, 135-906 South Korea Telephone: 82-2-10-9902-0915
Financial Planning: An Emerging Career in the Financial Services
Financial Planning: An Emerging Career in the Financial Services Presented By: Financial Planning Standards Board India (FPSB India) 702, 7th Floor, Leela Business Park, Andheri-Kurla Road, Andheri East,
iventures ACADEMY OF BUSINESS AND FINANCE
IABF iventures ACADEMY OF BUSINESS AND FINANCE FUELING YOUR ASPIRATIONS Certified Financial Planner Financial Planning Standards Board Introduction The iventures Academy of Business & Finance (IABF) has
General Counsel, Corporate Secretary and Vice President, Policy Phone: (416) 943-5838 E-mail: pward@mfda.ca. MFDA Bulletin. Policy
Contact: Paige Ward General Counsel, Corporate Secretary and Vice President, Policy Phone: (416) 943-5838 E-mail: pward@mfda.ca BULLETIN #0673 P January 12, 2016 MFDA Bulletin Policy For Distribution to
ALL YOU NEED TO KNOW ABOUT CHOOSING A FINANCIAL PLANNER
ALL YOU NEED TO KNOW ABOUT CHOOSING A FINANCIAL PLANNER CHOOSING THE RIGHT FINANCIAL ADVICE Making the right decisions about your financial situation has never been more important. Knowing who to turn
The Path to CFP Certification. Effective July 1, 2010 Financial Planners Standards Council
The Path to CFP Certification Effective July 1, 2010 Financial Planners Standards Council Message to candidates pursuing a career as a Certified Financial Planner professional Thank you for taking the
CFA. Chartered Financial Analyst
CFA Chartered Financial Analyst About Institute for Financial Analysts IFA CFA Program at IFA IFA s live preparation courses are the best choice for you. We move step by step with every candidate through
CERTIFIED FINANCIAL PLANNER TM
CERTIFIED FINANCIAL PLANNER TM Associate Wealth Planner CM Associate Financial Planner CM Empowering graduates with the most resilient minds, rewarding careers and internationally recognized GOLD STANDARD
Financial Education for Securities, Banking, and Insurance Professionals.
Guide to Designations, Programs, and Advanced Degrees From industry-respected designations to accredited master s degrees and a doctoral program, The American College is the educational resource of choice
GRADUATE DIPLOMA IN FINANCIAL PLANNING 2013 2014
School of Professional Finance THE SCHOOL OF PROFESSIONAL FINANCE GRADUATE DIPLOMA IN FINANCIAL PLANNING 2013 2014 Gateway to the Prestigious International Designation Certified Financial Planner professional
Applied Advisor Phone: 415-325-2042 Date: 1/3/2016
Planner's Name: Kathleen Hentges, CFP Company: Applied Advisor Phone: 415-325-2042 Date: 1/3/2016 1 Do you have experience in providing advice on the topics below? If yes, indicate the number of years.
Financial Advisory Business- How to Transform it to the Next Level
Financial Advisory Business- How to Transform it to the Next Level Presentation By: Team FPSB India Financial Planning Standards Board India 702, 7 th Floor, Leela Business Park Andheri-Kurla Road, Andheri
Becoming a. Professional
Becoming a Professional Content Who Should be a CFP Professional? Why CFP Certification? CFP Certification Curriculum Globally Recognised, Locally Supported Other Benefits of the CFP Mark How do I start?
INFORMATION FOR UNDERGRADUATE STUDENTS: 2015-16. FINANCE ELECTIVES AND CAREER CHOICES Revised April 15, 2015
INFORMATION FOR UNDERGRADUATE STUDENTS: 2015-16 FINANCE ELECTIVES AND CAREER CHOICES Revised April 15, 2015 What is Finance about? The DeGroote Business School s offerings in Finance are intended to help
Master of Science in Wealth Management The Charles H. Kellstadt Graduate School of Business
Master of Science in Wealth Management The Charles H. Kellstadt Graduate School of Business Committed to a Career in Wealth Management? Find us on the web at: http://finance.depaul.edu/cfs/ms_wealth_management/
MEMBERSHIP CRITERIA MEMBERSHIP REQUIREMENTS: CCND MINIMUM STANDARDS FOR COLLABORATIVE PRACTIONERS AND MEDIATORS (ADOPTED JUNE 6, 2013)
MEMBERSHIP REQUIREMENTS: MEMBERSHIP CRITERIA CCND MINIMUM STANDARDS FOR COLLABORATIVE PRACTIONERS AND MEDIATORS (ADOPTED JUNE 6, 2013) CCND is the statewide non- profit professional organization of Connecticut
Creating the Future of Financial Advisory together: Embracing the CFP CM Certification
Creating the Future of Financial Advisory together: Embracing the CFP CM Certification Presentation By: Team FPSB India CFP CM, CERTIFIED FINANCIAL PLANNER CM and are certification marks owned outside
Questions to Ask WHEN CHOOSING A FINANCIAL PLANNER CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
10 Questions to Ask WHEN CHOOSING A FINANCIAL PLANNER CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. You may be considering help from a financial planner for a number of reasons, whether it s deciding
S E R V I C E C O M P A R I S O N C H A R T
S E R V I C E C O M P A R I S O N C H A R T $O$: Hourly Second Opinion Service GPS: Goal Planning Service Broad-Based Financical Plan Advanced Portfolio Management Affordable Family Office Service Topic-Specific
Student Brochure. FPI Student Brochure
Student Brochure 1 Vision Professional financial planning for all. Our Mission The FPI s mission is to advance and promote the pre-eminence and status of financial planning professionals, while at all
Plan on reaching your financial goals
Work with a CERTIFIED FINANCIAL PLANNER TM professional Plan on reaching your financial goals Let a CFP professional be your trusted guide As an investor, you have short- and long-term goals you would
Stratagem financial school COURSE OFFERED CFPCM Certified Financial Planner What is Financial Planning? Financial planning is the process of meeting one s life goals through proper management of finances.
FINANCE AND INVESTMENTS COURSES
FINANCE AND INVESTMENTS COURSES Finance is a branch of economics that deals with the management of funds, financial resources and other assets. In broader terms, finance is raising or investing money either
FPI. Financial Planning Institute of Southern Africa SETTING THE STANDARD. Your Guide to Financial security
FPI FPI Financial Planning Institute of Southern Africa SETTING THE STANDARD Your Guide to Financial security 1 The global symbol of achievement CFP Certification Global excellence in financial planning
CAREER OPPORTUNITIES IN FINANCE Department of Finance, Real Estate, and Insurance
CAREER OPPORTUNITIES IN FINANCE Department of Finance, Real Estate, and Insurance PURPOSE OF THE ACADEMIC MAJORS The Bachelor of Science in Business Administration at CSUN offers options in Finance, Real
Plan on reaching your financial goals
Work with a CERTIFIED FINANCIAL PLANNER TM professional Plan on reaching your financial goals Let a CFP professional be your trusted guide As an investor, you have short- and long-term goals you would
BECOME IN THE WORLD CERTIFICATION. THERE S no higher CFP PROFESSIONAL FINANCIAL PLANNING
BECOME A CFP PROFESSIONAL THERE S no higher FINANCIAL PLANNING CERTIFICATION IN THE WORLD THE CERTIFIED FINANCIAL PLANNER DESIGNATION IS the highest DESIGNATION FOR FINANCIAL PLANNERS GLOBALLY. AS A CFP
Policies and Guidelines for Obtaining and Maintaining CFP Certification and FPSC Level 1 Certification in Financial Planning
Policies and Guidelines for Obtaining and Maintaining CFP Certification and FPSC Level 1 Certification in Financial Planning Version 3.0 December 7 2015 Table of Contents A. Routes to CFP Certification
Financial Planning Standards Council MFDA Bulletin #0656-P: Consultation Paper on Standards for Use of the Title Financial Planner
Financial Planning Standards Council MFDA Bulletin #0656-P: Consultation Paper on Standards for Use of the Title Financial Planner Planning Policy September 21, 2015 Page 1 About Financial Planning Standards
PROFESSIONAL FINANCIAL MODELLER TM
TM Promoting Awareness for Financial Modelling Sustainability and Valuation Coherence among Multiple Asset Classes PREPARATION AND EXAMINATION Weekend Class Jakarta, 20,27 Feb and 5,12,19 Mar 2016 Program
What impact will the changing environment for retirement planning have on financial planners?
The Financial Professional / lia.ie What impact will the changing environment for retirement planning have on financial planners? Paul Grimes QFA, CFP Chief Executive, FPSB Ireland Ltd Financial planning
Finance & Investment Programs. Advance Your Career in the World of Finance. explore. experience. expand. Business, Management & Legal
explore. experience. expand. getty rm (95605642) Need to purchase alamy rm (AG9621) Need to purchase Business, Management & Legal Finance & Investment Programs Advance Your Career in the World of Finance
INFORMATION FOR UNDERGRADUATE STUDENTS FINANCE ELECTIVES AND CAREER CHOICES
INFORMATION FOR UNDERGRADUATE STUDENTS FINANCE ELECTIVES AND CAREER CHOICES What is Finance about? The DeGroote Business School s offerings in Finance and Business Economics are intended to help students
Advance Diploma in Banking & Financial Planning IMS PROSCHOOL WWW.PROSCHOOLONLINE.COM
Advance Diploma in Banking & Financial Planning INDEX About Advance Diploma in Banking & Financial Planning Benefits of the Advance Diploma in Banking & Financial Planning Highlights and Curriculam IMS
Exemptions Professional Diploma and Professional Certificate in Financial Advice Exemptions Bridge Programme to the QFA and APA Designations
Exemptions Professional Diploma and Professional Certificate in Financial Advice Exemptions Bridge Programme to the QFA and APA Designations General Guidance Notes You may study for the Professional Diploma
The Pre-Eminent Standard in Wealth Management Services
The Pre-Eminent Standard in Wealth Management Services for: The Master Financial Advisor Designation www.masterfinancialadvisor.com What is the MFA? The MFA (Master Financial Advisor) is one of the newest
GRADUATE DIPLOMA IN FINANCIAL PLANNING 2013 2014
School of Professional Finance THE SCHOOL OF PROFESSIONAL FINANCE GRADUATE DIPLOMA IN FINANCIAL PLANNING 2013 2014 Gateway to the Prestigious International Designation Certified Financial Planner professional
Researching and Choosing a School
Researching and Choosing a School Updated May, 2015 This section is to help you determine what school best suits your learning style and training needs. It is your responsibility to investigate all of
THE CANADIAN INSTITUTE OF FINANCIAL PLANNING
THE CANADIAN INSTITUTE OF FINANCIAL PLANNING 2016 Academic Calendar i : Table of Contents ORGANIZATION OF THE CIFP ACADEMIC CALENDAR... 1 PURPOSE OF THE ACADEMIC CALENDAR... 1 FEES... 1 CUSTOMER SERVICE
INTERPRETATIVE OPINION NO. 26 USE OF CERTIFICATIONS AND DESIGNATIONS IN ADVERTISING BY INVESTMENT ADVISER REPRESENTATIVES AND BROKER- DEALER AGENTS
NEBRASKA DEPARTMENT OF BANKING AND FINANCE DEPARTMENT OF SECURITIES INTERPRETATIVE OPINION NO. 26 USE OF CERTIFICATIONS AND DESIGNATIONS IN ADVERTISING BY INVESTMENT ADVISER REPRESENTATIVES AND BROKER-
Part 2B of Form ADV: Brochure Supplement. Financial Management Strategies, Inc. Carl Camillo 9050 Sweet Valley Drive Valley View, Ohio 44125
Part 2B of Form ADV: Brochure Supplement Financial Management Strategies, Inc. Carl Camillo 9050 Sweet Valley Drive Valley View, Ohio 44125 Telephone: 216-642-1099 Email: carlc@plancorp.biz Web Address:
Researching and Choosing a School
Researching and Choosing a School Updated May, 2015 This section is to help you determine what school best suits your learning style and training needs. It is your responsibility to investigate all of
In divorce, which half you get makes all the difference!
In divorce, which half you get makes all the difference! Set yourself apart from the competition Help clients achieve a financially-fair divorce Create a new source of year-round revenue and referrals
September 21, 2015. Re: Comment on Initial Consultation Document
September 21, 2015 Expert Committee to Consider Financial Advisory and Financial Planning Policy Alternatives c/o Frost Building North, Room 458 4 th Floor, 95 Grosvenor Street Toronto, Ontario M7A 1Z1
Finding the Right Investment Advisor: Key Questions Pilots Need to Ask Now
Finding the Right Investment Advisor: Key Questions Pilots Need to Ask Now At Cleary Gull, we think the best way to find the right investment advisor is to focus on the four Ps: people, philosophy, process
Questions to Ask When Choosing a Financial Planner: Our Responses
Questions to Ask When Choosing a Financial Planner: Our Responses Selecting a competent, qualified financial planner with whom you feel comfortable and one whose business style suits your needs is an important
How To Plan For Retirement
Andrew C. Cleary, CFP Daniel J. Cappucci, CFP Thomas A. Cappucci, CFP 100 William St, Ste 300 Wellesley, MA 02481 Securities and investment advisory services offered through new England Securities Corp.(NES)(member
How to Evaluate An Investment Advisor
Key Questions to Ask an Investment Advisor Specially Prepared for Continental Airlines Pilots Nearing Retirement You have built a substantial retirement nest egg over the years. Soon, you can relax and
What You Should Know A B O U T F INANCIAL P LANNING
What You Should Know A B O U T F INANCIAL P LANNING You may have come across the term financial planning recently and wondered what it means. You may have decided to start your own financial plan but you
Financial Planning Specialisation CPA (FPS)
Financial Planning Specialisation CPA (FPS) 2012 Why become a CPA Australia Financial Planning Specialist? The CPA brand is an established sign of excellence. Members of CPA Australia are recognised as
Brian K. Stickney, CFA, CFP
Item 1 - Cover Page Brochure Supplement for Brian K. Stickney, CFA, CFP CRD# 2217162 Ironridge Wealth Management, LLC 100 Galleria Parkway Suite 1130 Atlanta, GA 30339 (770) 635-1925 www.ironridgewealth.com
FPSB Requirements for CFP Certification
FPSB Requirements for CFP Certification A Framework for Financial Planning Professionalism FPSB works in conjunction with Members, practicing CFP professionals and subject-matter experts from around the
ESTATE & FINANCIAL PLANNING SERVICES
ESTATE & FINANCIAL PLANNING SERVICES WORKING TOGETHER TO HELP YOU ACHIEVE LIFETIME FINANCIAL SECURITY Life s brighter under the sun Our lawyer was impressed by the thoroughness of the estate planning advice
FINANCIAL PLANNING A QUESTION OF VALUE CARY LIST, CA, CFP PRESIDENT & CEO
FINANCIAL PLANNING A QUESTION OF VALUE CARY LIST, CA, CFP PRESIDENT & CEO A Question of Value Today s topics Share some important survey result Discuss some of the key findings Identify key challenges
Part 2B of Form ADV SEC Firm Brochure Supplement
Part 2B of Form ADV SEC Firm Brochure Supplement (for Direct Clients) Professional Backgrounds of: Greg Miller, CPA (CEO, Principal) Darlene M. Murphy, CPA, CFP (President, Principal) Michael D. Miller
THE PROFESSIONAL ADVANTAGES OF CFP CERTIFICATION
THE PROFESSIONAL ADVANTAGES OF CFP CERTIFICATION A CFP Board Guide on Why and How to Become a CERTIFIED FINANCIAL PLANNER TM Professional 2015 Certified Financial Planner Board of Standards, Inc. You are
IMPORTANT DISCLOSURES
IMPORTANT DISCLOSURES United Capital Financial Advisers, LLC ( United Capital ) provides financial life management and makes recommendations based on the specific needs and circumstances of each client.
CFP Certification Education Program At the University of St. Thomas. Spring 2012/Fall 2012 Program begins January 27, 2012
CFP Certification Education Program At the University of St. Thomas Spring 2012/Fall 2012 Program begins January 27, 2012 The first step to becoming a CERTIFIED FINANCIAL PLANNER professional is to complete
POSITION SPECIFICATION LIFE INSURANCE MARKETING REPRESENTATIVE. Company Vision: To be Respected Leaders, Guides & Confidants to Our Clients
POSITION SPECIFICATION LIFE INSURANCE MARKETING REPRESENTATIVE THE COMPANY Plybon & Associates entered the life insurance business in 1950, with a commitment to provide clients with professional guidance
FRM Financial Risk Manager
FRM Financial Risk Manager FRM Certification The Financial Risk Manager (FRM) is the certification recognized among financial risk professionals worldwide, with 17,673 FRM holders in 90 countries across
Questions to ask when choosing a Financial Planner.
Questions to ask when choosing a Financial Planner. Ensuring your Financial Planner understands you and your requirements. You may be considering help from a Financial Planner for a number of reasons,
MFDA Bulletin. Policy. For Distribution to Relevant Parties within your Firm. Consultation Paper on Standards for Use of the Title Financial Planner
Contact: Paige Ward General Counsel, Corporate Secretary & Vice-President, Policy Phone: 416-943-5838 E-mail: pward@mfda.ca BULLETIN #0656 P September 4, 2015 MFDA Bulletin Policy For Distribution to Relevant
Career opportunities
FOCAL POINT Career opportunities for young Financial Planners Financial Planning is one of the fastest-growing professions across the world and with a huge demand- supply gap in India the youngsters planning
Where is the Demand? From
From Financial Planning is one of the fastest-growing professions across the world and with a huge demand- supply gap in India the Youngsters planning a career in Financial Planning have a bright future
AXA Advisors, LLC. how will you draw your future?
AXA Advisors, LLC how will you draw your future? our mission AXA Advisors mission is to attract, select, place and promote individuals based on their qualifications a philosophy that has always been a
PERSONAL FINANCIAL PLANNING
PERSONAL FINANCIAL PLANNING A GUIDE TO STARTING YOUR PERSONAL FINANCIAL PLAN THE CERTIFICATION TRADEMARK ABOVE IS OWNED BY CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. IN THE UNITED STATES AND
M.S. Finance. Upon completion of the program, graduates are expected to:
M.S. Finance The Master of Science in Finance degree program prepares students for career advancement in a variety of managerial and professional positions in a wide range of firms. As a result of the
EXPLORING THE ADVISOR MASTERY PROGRAM
EXPLORING THE ADVISOR MASTERY PROGRAM This unique development program is designed to provide the training and support you need to prepare you for a successful career as a financial advisor. ADVISORY MASTERY
Michael Sedlak, CFP, CFA, CEPA, MBA
Item 1: Cover Page Michael Sedlak, CFP, CFA, CEPA, MBA Golden Trail Advisers, LLC Managing Member of Golden Trail Advisers LLC www.golden-trail.com mikes@golden-trail.com 11S270 Jackson Street Suite 101
OUR EXPERTISE STEMS FROM OUR EXPERIENCE IN FINANCIAL PLANNING
OUR EXPERTISE STEMS FROM OUR EXPERIENCE IN FINANCIAL PLANNING PRESENTING YOU WITH THE CERTIFICATION TRAINING PROGRAMME ICICIdirect Centre for Financial Learning (ICFL) is an initiative of ICICI Securities
Solutions and resources to help you meet your financial goals.
Solutions and resources to help you meet your financial goals. Your Dreams You have dreams for your future that require a well thought-out, holistic financial strategy. + dreams Your Financial Advisor
Frank and his wife, Denise, enjoy travel, golf, tennis and spending time with their twin daughters, Tori and Tate.
FRANK P. HILL, CFP Senior Wealth Manager Partner frank.hill@meritrustwm.com Direct: 502.882.4603 Frank Hill is a Senior Wealth Manager and Partner at Meritrust Wealth Management. In 2007, after 15 years
FPSB Strategic Plan. Competency Profile. April 2008 Financial Planner. CFP Certification Global excellence in financial planning TM
FPSB Strategic Plan April 2008 Financial Planner Competency Profile CFP Certification Global excellence in financial planning TM MISSION STATEMENT Financial Planning Standards Board Ltd. (FPSB) benefits
A Real Discussion About You and Your Money. Lori B. Gervais, CFP
A Real Discussion About You and Your Money Lori B. Gervais, CFP Questions We Ask Ourselves What does money mean to me? Where do I see myself in the next 2, 5, 10, or 30 years? Does what we do matter? Are
Description of Designations Held by The Colony Group Personnel
Description of Designations Held by The Colony Group Personnel Accredited Estate Planner (AEP ) The AEP designation is awarded by the National Association of Estate Planners & Councils (NAEPC) to recognized
My Personal Approach To Comprehensive Wealth Management
My Personal Approach To Comprehensive Wealth Management Pinnacle Asset Management H. Berney Ragan, CFP, REBC, CRPS berney.ragan@pnfp.com (615) 620-1238 Your Financial Planner for Comprehensive Wealth Management
Polish your potential and let your CFA dream shine. With ICICIdirect Centre for Financial Learning s CFA Level 1 training programme.
Polish your potential and let your CFA dream shine. With ICICIdirect Centre for Financial Learning s CFA Level 1 training programme. ICICIdirect Centre for Financial Learning (ICFL): ICICIdirect Centre
AXA Advisors, LLC. a world of people a world of opportunity
AXA Advisors, LLC a world of people a world of opportunity our mission AXA Advisors mission is to attract, select, place and promote individuals based on their qualifications a philosophy that has always
William R. Verhagen CFP, CPA, CFS, CLU, ChFC, CASL. 357 East Winslow Road Bloomington, IN 47401 812-337-1999. www.ioms.com.
Item 1 Cover Page William R. Verhagen CFP, CPA, CFS, CLU, ChFC, CASL 357 East Winslow Road Bloomington, IN 47401 812-337-1999 www.ioms.com January 1, 2015 This Brochure provides information about the qualifications
behavioral finance Certificate Program of Advanced Studies 2006 Swiss Banking Institute, University of Zurich weiterbildung
behavioral finance Certificate Program of Advanced Studies 2006 Swiss Banking Institute, University of Zurich weiterbildung program overview Topic Behavioral Finance is a new flourishing area of finance
WANT TO OPEN YOUR OWN INCOME TAX PREPARATION BUSINESS OR TRAIN YOUR STAFF?
Be a Distinguished Financial Advisor Tax Services Specialist WANT TO OPEN YOUR OWN INCOME TAX PREPARATION BUSINESS OR TRAIN YOUR STAFF? Take the first step towards your greater potential with a free trial
Wealth Management Built on Integrity and Experience
Wealth Management Built on Integrity and Experience How Successful Portfolios Can Help You Prepared March 1, 2011 www.successfulportfolios.com 300 South Duncan Avenue, Suite 166 Clearwater, FL 33755 (800)
This course has specialisations available in financial planning and banking
Education provider Course Duration Prerequisite Available majors Course description Charles Sturt University Master of Applied Finance 2 years full- time or equivalent part- time study CQUniversity Australia
What can a financial plan do for you?
What can a financial plan do for you? Most people spend more time planning their next vacation or car purchase than they do their financial future. Not surprisingly, this approach often creates anxiety
CONFIDENCE THROUGH GUIDANCE
CONFIDENCE THROUGH GUIDANCE We provide the expertise, products, and technology of a national wealth manager with the highly personal service and attention of a boutique firm that always puts its clients
Mapping of Syllabus CFP CM Certification Program. Critical Abilities mapped to Exam Specification
Mapping of Syllabus CFP CM Certification Program Critical Abilities mapped to Exam Specification Education Standards of CFP Certification Program The body of knowledge to cover learning outcomes in the
Financial Planning. Take the next step.
Financial Planning Step by Step Take the next step. With every baby born, mortgage mulled over and education anticipated. With every retirement dreamed of, with every eventuality hopefully accounted for.
master of SCienCe in Wealth management
Master of Science in Wealth Management The Master of Science in Wealth Management is jointly offered by the Wealth Management Institute (WMI), Singapore Management University () and Swiss Finance Institute
FPSB Strategic Plan. Practice Standards. April 2008 Financial Planning. CFP Certification Global excellence in financial planning TM
FPSB Strategic Plan April 2008 Financial Planning Practice Standards CFP Certification Global excellence in financial planning TM MISSION STATEMENT Financial Planning Standards Board Ltd. (FPSB) benefits
DC ACADEMY OF COLLABORATIVE PROFESSIONALS ( DCACP ) MEMBERSHIP APPLICATION
DC ACADEMY OF COLLABORATIVE PROFESSIONALS ( DCACP ) MEMBERSHIP APPLICATION MISSION STATEMENT Collaborative Practice provides a unique method of dispute resolution for People going through separation, divorce
Researching and Choosing a School
Researching and Choosing a School Updated November, 2015 This section is to help you determine what school best suits your learning style and training needs. It is your responsibility to investigate all
Evening MBA Program. Leading through innovation.
Evening MBA Program Leading through innovation. The primary goal of the Graduate Business Evening MBA Program at Ursuline is to prepare students to become socially responsible managers and leaders from
Kuwait University College of Business Administration Center of Excellence in Management. Chartered Financial Analyst Programs (CFA )
Kuwait University College of Business Administration Center of Excellence in Management F i n a n c i a l P r o g r a m s Chartered Financial Analyst Programs (CFA ) Dr. Ahmad Y. Dashti Globalization,