Personal Financial Planning as a Project. Arlington Wealth Planning

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Personal Financial Planning as a Project. Arlington Wealth Planning"

Transcription

1 Personal Financial Planning as a Project Greg Caramanica, PMP Arlington Wealth Planning February 18, 2014

2 Introduction Greg Caramanica Arlington Wealth Planning Series 7 License, Registered Representative Series 63 License, Uniform State Securities Law Passed Certified Financial Planner exam, working on other requirements Master s Certificate, Financial Planning, Georgetown University Project Management Professional (PMP) Certification M.B.A, Virginia Tech B.S., Management Information Systems and Decision Sciences, George Mason Financial Planner Arlington Wealth Planning ( Project Management Practitioner 2

3 Topic of Discussion Steps of Personal Financial Planning mapped to phases of Project Management Tools and templates from the PMI community You can DIY if you have K Knowledge I Interest T Time 3

4 Resources AWP Arlington Wealth Planning Financial Statements and Budgeting template Article: Personal Financial Planning as a Project PMIWDC Project Management Institute, Washington DC Chapter, Inc. Links to all PMI templates in this presentation FPA - Financial Planning Association CFP Board - Certified Financial Planner Board of Standards, Inc. 4

5 What is Financial Planning? Financial planning is the long-term process of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life. Remember, financial planning is a process, not a product. -Financial Planning Association Knowing your financial situation Protecting yourself from financial risk Being purposeful about your financial actions 5

6 Mapping the Phases Project Management Inst. 5 Process Groups of Project Management Initiating Planning Executing Financial Planning Association 6 Phases of Financial Planning Establishing Goals Gathering Data Analyzing Data Developing a Plan Implementing the Plan Monitoring/Controlling Monitoring the Plan Closing 6

7 Mapping the Phases Conceptual comparison of effort Typical Project Init. Planning Executing Monitoring and Controlling o Financial Planning Project Init. Planning Ex Monitoring and Controlling Effort Time Does not apply to all situations 7

8 Phase 1, Initiation PMI Activities Financial Planning Activities Develop a charter Document basic Identify stakeholders information Identify inputs Evaluate stakeholder needs Identify basic procurement needs Perform basic analysis Assess environmental impacts Risk Short term Long term (incl. estate plan) Document high level goals 8

9 Initiation, Templates and Tools Project Charter Stakeholder Register Arlington Wealth Planning 9

10 Phase 2, Planning PMI Activities Financial Planning Activities Create a work Collect detailed d financial i breakdown schedule information Define, sequence, and Create personal financial estimated duration of statements and ratios activities Perform a risk analysis Develop a schedule Perform a detailed goals Estimate costs analysis Determine budget Plan procurements Plan quality Develop a controlling and Plan communications monitoring plan Plan procurements Develop a schedule Finalize the project plan Finalize the project plan 10

11 Financial Statements, Statement of Financial Position ASSETS Cash and equivalents LIABILITIES Current Liabilities Invested Assets Long-term liabilities Use Assets NET WORTH 11

12 Financial Statements, Statement of Cash Flows Arlington Wealth Planning CASH INFLOWS Salaries Other SAVINGS FIXED OUTFLOWS Debt Payments Bills VARIABLE OUTFLOWS Taxes Paycheck Deductions - Health & Life Insurance Personal Items REMAINING DISCRETIONARY CASH 12

13 Financial Statement Analysis Liquidity Debt Investment Performance Paint a picture of your financial situation Highlight weaknesses/identify actions Forecast the impact of your actions 13

14 Activity Detail - Planning Planning can go any number of directions and may require e a lot of research Insurance (needs/human life/transfer) Estate planning Charities Risk tolerance, expected returns Retirement savings plans, transfers/rollovers Self employment retirement plans (SIMPLES, SEPs, 401(k)s) Retirement need (wage replacement ratio, standard of living, transition planning) Cash flow analysis Tax analysis (AMT, tax efficiency) Goals (NPV, reality, prioritization) 14

15 Planning, Templates and Tools Requirements Documentation Project Scope Statement t t Risk Register Activity List Project Schedule Quality Metrics Stakeholder Management Plan Project Management Plan Arlington Wealth Planning 15

16 Phase 3, Execution PMI Activities Financial Planning Activities Direct and manage Perform the planned project execution actions Perform quality assurance Acquire, develop, and manage the project team Distribute information Manage stakeholder expectations Conduct procurements Conduct procurements Update the plan Manage stakeholder expectations 16

17 Execution, Templates and Tools Change Request Change Log Issue Log Decision Log Arlington Wealth Planning 17

18 Phase 4, Monitoring and Controlling PMI Activities Monitor and control project work Perform integrated change control Verify scope Control scope Control schedule Control costs Perform quality control Report performance Monitor and control risks Administer procurements Financial Planning Activities Track progress against expectations Re-evaluate assumptions Re-evaluate risk Make course corrections Track changes to the plan Report progress Administer procurements 18

19 Monitoring/Controlling, Templates and Tools Status Report Project Performance Report Risk Audit Variance Analysis Arlington Wealth Planning 19

20 Phase 5, Closing PMI Activities Financial Planning Activities Ensure all work Same as monitoring i has been completed and controlling Close project or phase Close procurements Evaluate lessons learned Prepare final reports 20

21 Closing, Templates and Tools Procurement Audit Lessons Learned Project Closeout Arlington Wealth Planning 21

22 Summary We covered Phases of Personal Financial Planning mapped to process groups of Project Management Incl. Activities in each phase Tools and templates from the PMI community To find more AWP ( html) Financial Statements and Budgeting template Article: Personal Financial Planning as a Project PMIWDC ( Copy of this presentation Links to all PMI templates in this presentation 22

23 Personal Financial Planning as a Project Thank You! Contact Information Greg Caramanica Arlington Wealth Planning 23

Personal Financial Planning As a Project

Personal Financial Planning As a Project Personal Financial Planning As a Project By Greg Caramanica, PMP, General Securities Representative Financial Planner with Arlington Wealth Planning (www.arlingtonwealthplanning.com) Introduction Having

More information

Financial Planning for Seniors: The Process and Valuable Resources

Financial Planning for Seniors: The Process and Valuable Resources Financial Planning for Seniors: The Process and Valuable Resources A Free Report Provided by Wisconsin Association of Homes and Services for the Aging 204 South Hamilton Street Madison WI 53703 (608) 255-7060

More information

PMP Examination Tasks Puzzle game

PMP Examination Tasks Puzzle game PMP Examination Tasks Puzzle game Here is a great game to play to test your knowledge of the tasks you will be tested on in the actual examination. What we have done is take each of the domain tasks in

More information

Project Management Professional (PMP)

Project Management Professional (PMP) Project Management Professional (PMP) Duration: 5 days Course Objectives: PMI s Project Management Professional (PMP) credential is the most important industry-recognized certification for project managers.

More information

a Financial Planner Can Help You and How to Right One

a Financial Planner Can Help You and How to Right One How a Financial Planner Can Help You... and How to Choose the Right One The Financial Planning Association (FPA) is the membership organization for the financial planning community. Its members are dedicated

More information

The Project Management Body of Knowledge, generally known as PMBOK, deals with nine fundamental subjects for the project management.

The Project Management Body of Knowledge, generally known as PMBOK, deals with nine fundamental subjects for the project management. Knowledge Areas The Project Management Body of Knowledge, generally known as PMBOK, deals with nine fundamental subjects for the project management. These are: Project Integration Management Project Scope

More information

Family Computer Centre

Family Computer Centre PMP - Project Professional 35 Contact Hours Comprehensive Training Program Designed on the basis of Project Body of Knowledge (PMBOK Guide) Family Computer Centre Ground Floor, Al Rayyan Complex P. O Box:

More information

How a Financial Planner Can Help You and How to Choose the Right One

How a Financial Planner Can Help You and How to Choose the Right One How a Financial Planner Can Help You and How to Choose the Right One The Financial Planning Association (FPA ) is the largest membership organization for personal financial planning experts in the U.S.

More information

PROJECT MANAGEMENT PROFESSIONAL CERTIFIED ASSOCIATE IN PROJECT MANAGEMENT (PMP & CAPM) EXAM PREPARATION WORKSHOP

PROJECT MANAGEMENT PROFESSIONAL CERTIFIED ASSOCIATE IN PROJECT MANAGEMENT (PMP & CAPM) EXAM PREPARATION WORKSHOP TSE015 PROJECT MANAGEMENT PROFESSIONAL CERTIFIED ASSOCIATE IN PROJECT MANAGEMENT (PMP & CAPM) EXAM PREPARATION WORKSHOP Course Outline I. Introduction and Course Objectives A. About PMI B. PMP and CAPM

More information

Project Management Professional (Certified by PMI)

Project Management Professional (Certified by PMI) Project Management Professional (Certified by PMI) PMI certified Project Management Professional credential is the most important industryrecognized certification for project managers. This recognition

More information

Certified Project Management Professional VS-1079

Certified Project Management Professional VS-1079 Certified Project Management Professional VS-1079 Certified Project Management Professional Certification Code VS-1079 Vskills certification for Project Management Professional assesses the candidate for

More information

PMI Certified: PMP - Project Management 5 Days

PMI Certified: PMP - Project Management 5 Days www.etidaho.com (208) 327-0768 PMI Certified: PMP - Project Management 5 Days Course Description This PMP certification training class is designed for individuals who have on-the-job project management

More information

Program Title: Advanced Project Management Knowledge, Skills & Software Program ID: #1039168 Program Cost: $4,690 Duration: 52.

Program Title: Advanced Project Management Knowledge, Skills & Software Program ID: #1039168 Program Cost: $4,690 Duration: 52. Program Title: Advanced Project Management Knowledge, Skills & Software Program ID: #1039168 Program Cost: $4,690 Duration: 52.5 hours Program Description The Advance Project Management Knowledge, Skills

More information

EXAM PREP COURSE. Course Overview. Course Objectives. Course Materials Include: Our PMP Exam Prep (Fifth Edition) training program:

EXAM PREP COURSE. Course Overview. Course Objectives. Course Materials Include: Our PMP Exam Prep (Fifth Edition) training program: PMP EXAM PREP COURSE Course Overview The purpose of this course is to prepare you to pass the Project Management Professional (PMP) certification exam. The course is based on the 10 knowledge areas in

More information

Program Title: Advanced Project Management Program ID: #1025924 Program Cost: $3,780 Duration: 37.5 hours. Program Description

Program Title: Advanced Project Management Program ID: #1025924 Program Cost: $3,780 Duration: 37.5 hours. Program Description Program Title: Advanced Project Management Program ID: #1025924 Program Cost: $3,780 Duration: 37.5 hours Program Description The Advance Project Management course is a training offering for professionals

More information

Project Management Professional Exam Prep Plus

Project Management Professional Exam Prep Plus In this course, you ll gain the essentials preparation needed to pass the PMP exam. Concentrating on exam content form the Guide to the Project Management Body of Knowledge-Fifth Edition (PMBOK Guide)

More information

Quick Reference Guide Interactive PDF Project Management Processes for a Project

Quick Reference Guide Interactive PDF Project Management Processes for a Project Project Processes for a Project Click the Knowledge Area title (below and left in blue underline) to view the details of each Process Group. Project Process Groups and Knowledge Areas Mapping Project Process

More information

The 10 Knowledge Areas & ITTOs

The 10 Knowledge Areas & ITTOs This document is part of a series that explain the newly released PMBOK 5th edition. These documents provide simple explanation and summary of the book. However they do not replace the necessity of reading

More information

Project Management Professional (PMP) Examination Content Outline

Project Management Professional (PMP) Examination Content Outline Project Management Professional (PMP) Examination Content Outline Project Management Institute Project Management Professional (PMP) Examination Content Outline June 2015 Published by: Project Management

More information

Personal Finance Unit 1 Chapter 3 2007 Glencoe/McGraw-Hill

Personal Finance Unit 1 Chapter 3 2007 Glencoe/McGraw-Hill 0 Chapter 3 Money Management Strategy What You ll Learn Section 3.1 Discuss the relationship between opportunity costs and money management. Explain the benefits of keeping financial records and documents.

More information

How a Financial Planner Can Help You and How to Choose the Right One

How a Financial Planner Can Help You and How to Choose the Right One How a Financial Planner Can Help You and How to Choose the Right One Like most people, you have aspirations and life goals for yourself and your family. These might include buying a home or business saving

More information

Certification Preparation Course LATVIKON (R.E.P.)Centre

Certification Preparation Course LATVIKON (R.E.P.)Centre PMP Certification Preparation Course LATVIKON (R.E.P.)Centre ABOUT THIS COURSE Your ability as a project manager to demonstrate best practices in Project Management both on the job and through professional

More information

Why You Should Choose

Why You Should Choose Why You Should Choose A CERTIFIED FINANCIAL PLANNER PRACTITIONER CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. Choosing a financial planner may be one of the most important decisions you make for

More information

Program Title: Advanced Project Management Program ID: #1025924 Program Cost: $3,780 Duration: 37.5 hours. Course Description

Program Title: Advanced Project Management Program ID: #1025924 Program Cost: $3,780 Duration: 37.5 hours. Course Description Program Title: Advanced Project Management Program ID: #1025924 Program Cost: $3,780 Duration: 37.5 hours Course Description This course is the flagship course for Project Management certifications including

More information

Breakeven Analysis. Breakeven for Services.

Breakeven Analysis. Breakeven for Services. Dollars and Sense Introduction Your dream is to operate a profitable business and make a good living. Before you open, however, you want some indication that your business will be profitable, if not immediately

More information

Imagine Your Future Set YourGoals Chart Your Course. The Importance of Financial Planning

Imagine Your Future Set YourGoals Chart Your Course. The Importance of Financial Planning Imagine Your Future Set YourGoals Chart Your Course The Importance of Financial Planning Ask yourself these questions: Financial Planning Provides Direction and Discipline It s important to know where

More information

FPSB Strategic Plan. Competency Profile. April 2008 Financial Planner. CFP Certification Global excellence in financial planning TM

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

More information

PMP Project Management Professional Study Guide, Third Edition

PMP Project Management Professional Study Guide, Third Edition PMP Project Management Professional Study Guide, Third Edition Joseph Phillips McGraw-Hill is an independent entity from the Project Management Institute, Inc. and is not affiliated with the Project Management

More information

Project Management Professional (PMP ) مجموعة المحيط للتدريب واإلستشارات اإلدارية

Project Management Professional (PMP ) مجموعة المحيط للتدريب واإلستشارات اإلدارية Project Management Professional (PMP ) مجموعة المحيط للتدريب واإلستشارات اإلدارية مجموعة المحيط للتدريب واإلستشارات اإلدارية PMP Preparation Course Offer Page 2 Dear Sir, or Madam Good day from Ocean Training

More information

Project Integration Management

Project Integration Management Integration Initiating ning Executing Monitoring & Controlling Closing 4.1 Develop Charter Statement Of Work Business Case 4.2 Develop 4.3 Direct and Manage Work 4.4 Monitor and Control Work 4.5 Perform

More information

PMP 2013 Exam Prep. Course Overview

PMP 2013 Exam Prep. Course Overview PMP 2013 Exam Prep Course Overview This course has been designed to prepare participants to take the Project Management Institute's Project Management Professional (PMP) Exam, 2013 edition and is based

More information

How a Financial Planner Can Help You. and How to Choose the Right One

How a Financial Planner Can Help You. and How to Choose the Right One How a Financial Planner Can Help You and How to Choose the Right One The Financial Planning Association (FPA ) connects those who need, support and deliver financial planning. We believe that everyone

More information

FPSB Strategic Plan. Competency Profile. April 2008 Financial Planner. CFP Certification Global excellence in financial planning

FPSB Strategic Plan. Competency Profile. April 2008 Financial Planner. CFP Certification Global excellence in financial planning FPSB Strategic Plan April 2008 Planner Competency Profile CFP Certification Global excellence in financial planning MISSION STATEMENT Standards Board Ltd. (FPSB) manages, develops and operates certification,

More information

How a Financial Planner Can Help You

How a Financial Planner Can Help You How a Financial Planner Can Help You FAMILY PLANNING EDUCATION INVESTMENT RETIREMENT SAVING EQUITY FAMILY PLANNING EDUCATION INVESTMENT RETIREMENT SAVING EQUITY FAMILY PLANNING EDUCATION INVESTMENT RETIREMENT

More information

College for Financial Planning. Internship Guidelines for the Registered Paraplanner Program

College for Financial Planning. Internship Guidelines for the Registered Paraplanner Program College for Financial Planning Internship Guidelines for the Registered Paraplanner Program 7141 This publication may not be duplicated in any way without the express written consent of the publisher.

More information

Project Management Professional (PMP) Examination Content Outline

Project Management Professional (PMP) Examination Content Outline Project Management Professional (PMP) Examination Content Outline Project Management Institute Project Management Professional (PMP ) Examination Content Outline Revised August 2011 Published by: Project

More information

PMLead. Project Management Professional. edition. Based on PMBOK Guide 4 th. www.pmlead.net

PMLead. Project Management Professional. edition. Based on PMBOK Guide 4 th. www.pmlead.net PMLead Project Management Professional Based on PMBOK Guide 4 th edition www.pmlead.net SECTION II Chapter 3 Project Management Processes Chapter 3 Project Process Groups A process is a set of interrelated

More information

Online Saturday & Sunday 4-Day Live PMP Training

Online Saturday & Sunday 4-Day Live PMP Training Online Saturday & Sunday 4-Day Live PMP Training Course Syllabus: DAY 1: Welcome a. Who is BOBCAT Academy? b. Introduce Yourself c. Follow Us Module 1: Course Introduction a. Course Dates b. Start/Stop

More information

West Virginia University Personal Financial Planning Summer 2014 BADM 651

West Virginia University Personal Financial Planning Summer 2014 BADM 651 West Virginia University Personal Financial Planning Summer 2014 BADM 651 Instructor: Naomi E. Boyd, Ph.D. 216 Business & Economics neboyd@mail.wvu.edu Phone: 304-293-7891 Cell: 304-615-9400 (FEEL FREE

More information

Develop Project Charter. Develop Project Management Plan

Develop Project Charter. Develop Project Management Plan Develop Charter Develop Charter is the process of developing documentation that formally authorizes a project or a phase. The documentation includes initial requirements that satisfy stakeholder needs

More information

Minnesota Health Insurance Exchange Project (MNHIX) Deliverable Definition Document (DDD) For Project Management Plan Date: 07-31-2012

Minnesota Health Insurance Exchange Project (MNHIX) Deliverable Definition Document (DDD) For Project Management Plan Date: 07-31-2012 Minnesota Health Insurance Exchange Project (MNHI) Deliverable Definition Document (DDD) For Project Plan Date: 07-31-2012 11/9/2012 1:18 PM Page 1 of 8 1. High Level Deliverable Description The Project

More information

Integration Mgmt / Initiating Process Group 4.1 Develop Project Charter

Integration Mgmt / Initiating Process Group 4.1 Develop Project Charter 1 Mgmt / Initiating Process Group 4.1 Develop Project Charter Project statement of work Business case Agreements Facilitation techniques Project charter 26/02/2013 18:23:36 1 2 Mgmt / Planning Process

More information

TRICK SHEET on Project Management ITTO s (Input, Tool & Techniques, Output)

TRICK SHEET on Project Management ITTO s (Input, Tool & Techniques, Output) TRICK SHEET on Project Management ITTO s (Input, Tool & Techniques, Output) Compiled by Abdulla Al Mamun, MBA, MCAS, PMP Based on PMBOK 5 th Edition Integration Management Project Charter Formal authorization

More information

1.3 What is Project Management? 1.4 Relationship Among Project Management, E-mail:info@iibs.ca

1.3 What is Project Management? 1.4 Relationship Among Project Management, E-mail:info@iibs.ca 1 Project Management Professional (PMP) is a credential offered by the Project Management Institute (PMI).The PMP Certification Exam assesses the adeptness of a professional in applying the knowledge,

More information

Input, Output and Tools of all Processes

Input, Output and Tools of all Processes 1 CIS12-3 IT Project Management Input, Output and Tools of all Processes Marc Conrad D104 (Park Square Building) Marc.Conrad@luton.ac.uk 26/02/2013 18:22:06 Marc Conrad - University of Luton 1 2 Mgmt /

More information

Retirement Planning and Wealth Management

Retirement Planning and Wealth Management Retirement Planning and Wealth Management Kurt Rohrs Principal Advisor, Inc. www.swretire.com About, Inc. Principal Advisor Kurt Rohrs is the Principal Financial Advisor with, Inc. specializing in Financial

More information

PMP Exam Prep Training - 5 Days

PMP Exam Prep Training - 5 Days PMP Exam Prep Training - 5 Days (Based on the PMBOK Guide, 5 th Edition) Course Length: 5 Days Course Abstract: This workshop has a primary and a secondary goal. The primary goal is to prepare participants

More information

Financial Planner Competency Profile

Financial Planner Competency Profile Financial Planner Competency Profile TABLE OF CONTENTS FPSB s Financial Planner Competency Profile...2 Financial Planning Knowledge...3 Financial Planning Knowledge Framework...3 Financial Planning Knowledge

More information

Application of Standard Project Management Processes in Fiber Optic Cable Plant Project Management. Introduction. Alfred Sankara, DigiBridge TelCo

Application of Standard Project Management Processes in Fiber Optic Cable Plant Project Management. Introduction. Alfred Sankara, DigiBridge TelCo Application of Standard Project Management Processes in Fiber Optic Cable Plant Project Management Alfred Sankara, DigiBridge TelCo Introduction The Project Management Institute (PMI) is the world's leading

More information

WHY you should. choose a. CERTIFIED FINANCIAL PLANNER TM practitioner

WHY you should. choose a. CERTIFIED FINANCIAL PLANNER TM practitioner WHY you should choose a CERTIFIED FINANCIAL PLANNER TM practitioner Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Financial planners

More information

Making project management indispensable for business results. Project Management 101

Making project management indispensable for business results. Project Management 101 Making project management indispensable for business results. Project Management 101 Donald E. Moore, MBA, PMP, President of PMI NB Kelly Barter, Chapter Manager of PMI NB AGM April 28, 2011 Topics of

More information

October 7, 2011. Presented to. The PMI Washington DC Chapter. Pedro Agosto. Director of Client Services, XA Systems, LLC. pedro.agosto@xasystems.

October 7, 2011. Presented to. The PMI Washington DC Chapter. Pedro Agosto. Director of Client Services, XA Systems, LLC. pedro.agosto@xasystems. October 7, 2011 Presented to The PMI Washington DC Chapter By Pedro Agosto Director of Client Services, XA Systems, LLC pedro.agosto@xasystems.com Introduction Re-evaluating IT Services Today s Challenges

More information

www.aryanengineering.com Email: info@aryanengineering.com

www.aryanengineering.com Email: info@aryanengineering.com What is PMP Certification exam? www.aryanengineering.com PMP stands for Project Management Professional certification exam. PMP, is one of the most respected and globally recognized certification is offered

More information

Capital Advisory Group 442 W. Kennedy Blvd., Suite 380 Tampa, FL 33606 813 254 1070

Capital Advisory Group 442 W. Kennedy Blvd., Suite 380 Tampa, FL 33606 813 254 1070 Capital Advisory Group 442 W. Kennedy Blvd., Suite 380 Tampa, FL 33606 813 254 1070 This brochure is required by law and provides information about the qualifications and business practices of Capital

More information

PMI PMP & CAPM sertifikacija

PMI PMP & CAPM sertifikacija PMI PMP & CAPM sertifikacija Priprema članova PMI Serbia Chapter-a Project Integration Management припремио: 28.Јануар 2014. Београд Милан Шмигић, ПМП board@pmi-serbia.rs www.pmi-serbia.rs PMBOK Intro

More information

Time Management. Herb Pollard III

Time Management. Herb Pollard III Time Management A Small Business Perspective Herb Pollard III Project Manager for Time Management - Pollard PMI Slide 1 Introduction: Time Management - Pollard PMI Slide 2 Project Phases and the Areas

More information

2015 Financial Planning Job Task Domains

2015 Financial Planning Job Task Domains 2015 Financial Planning Job Task Domains The following Financial Planning Job Task Domains are based on the results of CFP Board s 2015 Job Analysis Study. The Job Tasks are used to provide guidance for

More information

AOF Principles of Finance Course Scope and Sequence

AOF Principles of Finance Course Scope and Sequence AOF Principles of Finance June 2013 Principles of Finance gives students a thorough introduction to the concepts, tools, and institutions of finance and serves as a foundation for the core courses offered

More information

Looking to. pass the exam. training is. America. (unauthorized. courseware) 5 Days. of Training. happy. first day. training) have a highh

Looking to. pass the exam. training is. America. (unauthorized. courseware) 5 Days. of Training. happy. first day. training) have a highh PMP /CAPM Certification Looking to pass the PMP or CAPM exam on your first try? We have helped thousands to pass the exam on their first try. We are one of the top training provider of PMP /CAPM training.

More information

Project Management Body of Knowledge (PMBOK) (An Overview of the Knowledge Areas)

Project Management Body of Knowledge (PMBOK) (An Overview of the Knowledge Areas) Project Management Body of Knowledge (PMBOK) (An Overview of the Knowledge Areas) Nutek, Inc. 3829 Quarton Road, Suite 102 Bloomfield Hills, Michigan 48302, USA. Phone: 248-540-4827, Email: Support@Nutek-us.com

More information

Professional Development Topics/Consulting Services

Professional Development Topics/Consulting Services Professional Development Topics/Consulting Services Project Management 101 Bridging the gap between on the job reality and project management best practices Project Management Fundamentals PMI PMP or CAPM

More information

THE PROJECT MANAGEMENT KNOWLEDGE AREAS

THE PROJECT MANAGEMENT KNOWLEDGE AREAS THE PROJECT MANAGEMENT KNOWLEDGE AREAS 4. Project Integration Management 5. Project Scope Management 6. Project Time Management 7. Project Cost Management 8. Project Quality Management 9. Project Human

More information

Project Management Professional (PMP ) Exam Preparation

Project Management Professional (PMP ) Exam Preparation Project Management Professional (PMP ) Exam Preparation Learn the most effective methods of delivering projects within cost, schedule and resource constraints April 10 14, 2011 American University of Sharjah

More information

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 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

More information

Project Management (PMI Based)

Project Management (PMI Based) Training Services ITIL, Cobit, ISO/IEC 20000, Project Management, Information Security, Business Continuity, Risk Management, Cloud Computing and Green-IT Project Management (PMI Based) Project Management

More information

The Project Management Knowledge Areas as defined by PMI (PMBOK, 2004)

The Project Management Knowledge Areas as defined by PMI (PMBOK, 2004) The Project Management Knowledge Areas as defined by PMI (PMBOK, 2004) is the processes required to ensure that the various elements of the project are properly coordinated. the processes required to ensure

More information

Financial Planning. Step by Step. Take the next step.

Financial Planning. Step by Step. 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.

More information

Project Management Professional Training

Project Management Professional Training Training Course Course Language Course Duration Project Management Professional Training PMP Project Management Professional Exam Preparation based on PMBOK 5 th Edition ( 35 PDUs) English Total Number

More information

Project Management Body Of Knowledge (PMBOK ) Guide 5 th Edition. February 21, 2013

Project Management Body Of Knowledge (PMBOK ) Guide 5 th Edition. February 21, 2013 Project Management Body Of Knowledge (PMBOK ) Guide 5 th Edition February 21, 2013 1 PMBOK 4 th Edition Released in 2008 5 Process Groups 9 Knowledge Areas 42 Processes Released in 2013 5 Process Groups

More information

2015 Principal Knowledge Topics (72 Topics)

2015 Principal Knowledge Topics (72 Topics) 2015 Principal Knowledge Topics (72 Topics) The following Principal Knowledge Topics are based on the results of CFP Board s 2015 Job Analysis Study. The Principal Knowledge Topics serve as the blueprint

More information

Project Management Professional (PMP) Certification: PMBOK Guide Fifth Edition

Project Management Professional (PMP) Certification: PMBOK Guide Fifth Edition Project Management Professional (PMP) Certification: PMBOK Guide Fifth Edition Course Specifications Course Number: 095001 Course Length: 5 days Course Description Overview: If you are taking this course,

More information

Project Management Professional (PMP) Training

Project Management Professional (PMP) Training Creative Regional Consultant is honored to invite you to attend A program entitled: Project Management Professional (PMP) Training Course Duration & Date From: 10 to 24 August 2014 Location: Hotel Time

More information

Financial Planning and Your Small Business

Financial Planning and Your Small Business Financial Planning and Your Small Business FAMILY PLANNING EDUCATION INVESTMENT RETIREMENT SAVING EQUITY FAMILY PLANNING EDUCATION INVESTMENT RETIREMENT SAVING EQUITY FAMILY PLANNING EDUCATION INVESTMENT

More information

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 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

More information

FINANCIAL ASSESSMENT FOR

FINANCIAL ASSESSMENT FOR FINANCIAL ASSESSMENT FOR Joe Sample Introduction BENEFIT OF FINANCIAL ASSESSMENTS The benefit of the financial assessment is to help you gather the facts so you can take an honest look at your finances.

More information

Mutual Funds Page 1 MUTUAL FUND BASICS

Mutual Funds Page 1 MUTUAL FUND BASICS Mutual Funds Page 1 MUTUAL FUND BASICS CHOOSING A MUTUAL FUND REQUIRES CAREFUL THINKING ABOUT NUMEROUS FACTORS. THE MOST IMPORTANT OF THESE TO CONSIDER INCLUDE YOUR INVESTMENT OBJECTIVES, RISK TOLERANCE

More information

THE COMPLETE PROJECT MANAGEMENT METHODOLOGY AND TOOLKIT

THE COMPLETE PROJECT MANAGEMENT METHODOLOGY AND TOOLKIT THE COMPLETE PROJECT MANAGEMENT METHODOLOGY AND TOOLKIT GERARD M. HILL CRC Press Taylor & Francis Group Boca Raton London New York CRC Press is an imprint of the Taylor & Francis Croup, an informa business

More information

Life Cycle of Financial Planning Grade Level 9-12

Life Cycle of Financial Planning Grade Level 9-12 Life Cycle of Financial Planning Grade Level 9-12 Take Charge of Your Finances Materials provided by: Kim Knoche, Family and Consumer Sciences Educator, Forsyth High School, Forsyth, Montana Time to complete:

More information

Project Management. Training Courses

Project Management. Training Courses Project Management Certification and Training Courses Table of Contents Page On Site Training 4 Custom Course Development and Training 5 Project Management Training and Certification Courses Project Management

More information

21. Earned Value deals with: a. EV Scope b. PV Time c. AC Cost 22. Portfolios are organized around business goals. 23. Take stern action against

21. Earned Value deals with: a. EV Scope b. PV Time c. AC Cost 22. Portfolios are organized around business goals. 23. Take stern action against PMP Short Notes Based on PMBOK Guide fifth edition By Dilip Chaturvedi,PMP Email id: info@justpmp.com To know about our training schedule, please visit www.justpmp.com 1. Communication is more complex

More information

Course Brochure Chandoo.org - 2012

Course Brochure Chandoo.org - 2012 Course Brochure What is in this? Feedback from Earlier Batches of FMS About Chandoo.org About Pristine & Financial Modeling Topics Covered Methodology of Teaching What to expect at end? Who is going to

More information

Financial Planning. Take the next step.

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.

More information

Financial Planning and Your Small Business

Financial Planning and Your Small Business Financial Planning and Your Small Business The Financial Planning Association (FPA ) is the leadership and advocacy organization connecting those who provide, support, and benefit from professional financial

More information

Changes from PMBoK v4 to PMBoK v5. Sonja Streuber, PMP, SSBB

Changes from PMBoK v4 to PMBoK v5. Sonja Streuber, PMP, SSBB Changes from PMBoK v4 to PMBoK v5 Sonja Streuber, PMP, SSBB Sonja Streuber, PMP Project Mgmt & Engineering, Six Sigma, Risk Mgmt & Risk Analysis: 2000 2003 Agilent Technologies 2003 2009 Lockheed Martin

More information

Project Management Standards: A Review of Certifications/Certificates

Project Management Standards: A Review of Certifications/Certificates Project Standards: A Review of Certifications/Certificates Standards for Project Supporting Certification and Certificates Certificate Certification The Project Body of Knowledge PMBOK Guide Projects in

More information

Wealth Strategies. The Building Blocks to Creating Your Financial Road Map Part 3 of 12. w w w.rfawea lth.com

Wealth Strategies. The Building Blocks to Creating Your Financial Road Map Part 3 of 12. w w w.rfawea lth.com w w w.rfawea lth.com w w w.rfawea lth.com Wealth Strategies The Building Blocks to Creating Your Financial Road Map Part 3 of 12 Financial Roadmap Building Blocks WEALTH STRATEGIES Page 1 So you re planning

More information

Starting Date. *Special offer, a collection of rich materials and test simulation program. Trainers have 12+ years of experience

Starting Date. *Special offer, a collection of rich materials and test simulation program. Trainers have 12+ years of experience Subject: PMP preparation course offer Good day from Ocean Training and Consulting Group. We are pleased to bring to you the following training course offer: Course Title Duration Starting Date Ending Date

More information

Manage Project Professionally &Earn Your PMP Certification

Manage Project Professionally &Earn Your PMP Certification COURSE BROCHURE Manage Project Professionally &Earn Your PMP Certification R PMP PMBOK, The PMI Registered Education Provider are registered marks of the Project Management Institute, Inc Join the success

More information

Managing IT Projects. Chapter 2 The PMI Framework

Managing IT Projects. Chapter 2 The PMI Framework Managing IT Projects Chapter 2 The PMI Framework The PMI Framework The Project Management Institute,USA is an internationally acclaimed organization Devoted to Creation & sharing of knowledge in the area

More information

PMP Passport. Project Management Passport. Ireland s Premier Project Management Certification Authority

PMP Passport. Project Management Passport. Ireland s Premier Project Management Certification Authority PMP Passport Passport The passport to what every project manager needs to know in order to successfully pass the PMP exam is presented in this four-day course. Students gain an understanding of how the

More information

Financial Planning Services & Standards of Care

Financial Planning Services & Standards of Care Financial Planning Services & Standards of Care Presented By: Joseph W. Goetz, Ph.D. Associate Professor Department of Financial Planning, Housing, and Consumer Economics Presentation for FACS Teachers

More information

Synthesis of Financial Planning

Synthesis of Financial Planning P 7A R T Synthesis of Financial Planning 1. Tools for Financial Planning Budgeting (Chapter 2) Planned Savings (Chapter 3) Tax Planning (Chapter 4) 2. Managing Your Liquidity Bank Services (Chapter 5)

More information

PMP: Project Management Professional Exam Study Guide. 7th Edition

PMP: Project Management Professional Exam Study Guide. 7th Edition Brochure More information from http://www.researchandmarkets.com/reports/2505193/ PMP: Project Management Professional Exam Study Guide. 7th Edition Description: The ultimate package for preparing you

More information

Financial Planning & Control. Lecture material substantially prepared by Massey University Centre of SME Research

Financial Planning & Control. Lecture material substantially prepared by Massey University Centre of SME Research Financial Planning & Control Working Capital & Tax Lecture material substantially prepared by Massey University Centre of SME Research Financial Planning & Control Appropriate financial systems Used effectively

More information

Firm Brochure Supplement (Part 2B of Form ADV)

Firm Brochure Supplement (Part 2B of Form ADV) Firm Brochure Supplement (Part 2B of Form ADV) 9200 Montgomery Road Cincinnati, Ohio 45242 (513) 771-7222 (888) 234-7982 www.taaginc.com info@taaginc.com This brochure supplement provides information about

More information

Earned Value Management for Enterprise Resource Planning Implementations

Earned Value Management for Enterprise Resource Planning Implementations Earned Value Management for Enterprise Resource Planning Implementations Venu Kotamraju Abstract ERP implementations are a special breed of projects. They are often characterized by aggressive timelines,

More information

Saskatoon Business College Corporate Training Centre 244-6340 corporate@sbccollege.ca www.sbccollege.ca/corporate

Saskatoon Business College Corporate Training Centre 244-6340 corporate@sbccollege.ca www.sbccollege.ca/corporate Saskatoon Business College Corporate Training Centre 244-6340 corporate@sbccollege.ca www.sbccollege.ca/corporate Project Management Professional (PMP) 5-day Training Program September 21-25, 2015 Cost:

More information

Simmer Financial Planning, LLC

Simmer Financial Planning, LLC Item 1 Cover Page Ronald G. Simmer, CFP Simmer Financial Planning, LLC 5765 Willow Springs Way Ferndale, WA 98248 tel. (360) 380 0517 fax (360) 380 0528 ron@simmer.org www.simmerfinancial.com This Brochure

More information

Best Practices Statement Project Management. Best Practices for Managing State Information Technology Projects

Best Practices Statement Project Management. Best Practices for Managing State Information Technology Projects State of Arkansas Office of Information Technology 124 W. Capitol Ave. Suite 990 Little Rock, AR 72201 501.682.4300 Voice 501.682.4020 Fax http://www.cio.arkansas.gov/techarch Best Practices Statement

More information

Financial. Management FOR A SMALL BUSINESS

Financial. Management FOR A SMALL BUSINESS Financial Management FOR A SMALL BUSINESS Welcome 1. Agenda 2. Ground Rules 3. Introductions FINANCIAL MANAGEMENT 2 Objectives Explain the concept of financial management and its importance to a small

More information