International College of Financial Planning

FEBRUARY 23, 2024

Understanding Financial Planner Certification or CFP® Financial Planner certification is a professional credential awarded to individuals who have met specific education, examination, experience, and ethics requirements in financial planning. From a client’s perspective, working with a CFP® offers a sense of security and trust.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

International College of Financial Planning

JULY 10, 2023

Credit Manager: Credit managers are professionals responsible for overseeing and supervising credit assets within an organization. They play a crucial role in determining credit limits and making decisions related to credit management.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Indigo Marketing Agency

DECEMBER 19, 2022

He founded Carson Group in 1983, which now has over $20 billion in assets under advisement. As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. billion in client assets. Ron Carson…need we say more?

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

The Big Picture

JANUARY 9, 2024

I mean, I, I liked, I, I like learned a lot from that job and it’s like really helped me do what I do today because it really touched on a lot of elements of the bank. It was derivatives math, it was like working with the traders on like risk management. If anything it’s going the other way.

Retail 130

Retail Banking Math Management 130

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. billion deal.

Clients 152

Clients Investing Investments Management 152

Aleph

MARCH 25, 2023

Mar 24, 2023 The banking precedent that matters for where we are now isn’t 2008, but the empire-building a decade earlier [link] As I have said before, hand banking regulation back to the states. End interstate banking. Negative TBV MTM Mar 23, 2023 The Federal Home Loan Bank System issued $304 billion in debt last week.

Banking 59

Banking Risk Management Government Accounting 59

Sara Grillo

NOVEMBER 14, 2022

Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. They told him to read the FAQs (lol)!

Insurance 59

Insurance Financial Advisor Retirement License 59