Trade Brains

JUNE 16, 2025

The company stood at a reasonably good asset quality, with NNPA of 1.73%, due to conservative provisioning and strong risk management capabilities, even in adverse situations like over-leveraged borrowers, political movements, and disruption of operations in Karnataka because of the implementation of the microfinance bill.

Retail 59

Retail Sales Portfolio Certification 59

Trade Brains

DECEMBER 7, 2023

From the above concepts you will learn how to approach financials and plan for your retirement goals with good risk management. Financial Education Certification by NISM National Institute of Securities Market(NISM) is a financial initiative by SEBI that offers courses related to investing. You can enroll in the course here.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

International College of Financial Planning

OCTOBER 10, 2024

The CFP® Fast Track offers a time-efficient and cost-effective solution for becoming a Certified Financial Planner, especially for those in India where the cost and time associated with traditional certification methods can be daunting. Why is CFP® Certification Important for Financial Planners?

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

SEPTEMBER 23, 2024

This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance. b) Increased Earning Potential Obtaining a CFP® certification significantly enhances your earning potential.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice. .

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Trade Brains

NOVEMBER 23, 2023

Derivatives are secondary markets where the performance of an instrument is dependent on an underlying asset or a group of assets. hrs each and covers topics on basic concepts of futures, factors affecting prices, different strategies, formulas required and risk management. The course is divided into four sections of 2.5

Risk Management 59

Risk Management Certification Education Management 59

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. They play a critical role in building and strengthening long-term client partnerships.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

International College of Financial Planning

NOVEMBER 10, 2021

It wasn’t too long ago when investments would mean going to the bank and following the advice of the bankers or calling in neighborhood uncle to buy term-deposit certificates or insurance. You’d perhaps need to undergo special certifications as you enter the industry but MBA (Finance) remains a good starting point.

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

Trade Brains

NOVEMBER 14, 2023

Research Analyst Certification Exam by NISM The research analyst certification exam offered by NISM is a valuable course to learn how to analyze securities for valuable investing. By completing the course, one will be able to build their investment portfolio with confidence by understanding the risk associated with investing.

Investing 59

Investing Investments Certification Education 59

International College of Financial Planning

JANUARY 31, 2024

Financial training programs lay the groundwork for lifelong learning, encouraging further certifications and engagement with industry developments. These include certification programs, professional development courses, and specialized workshops, each offering unique benefits and learning experiences.

Certification 52

Certification Education Financial Planning Wealth Management 52

Trade Brains

NOVEMBER 30, 2023

The course helps to understand the concept of mutual funds, to know about the roles of custodians, and asset management companies, to learn about tax and regulatory issues, and to understand the fundamentals of net asset value computation and various investment plans. You can enroll in the course here.

Certification 59

Certification Education Financial Planning Wealth Accumulation 59

Trade Brains

SEPTEMBER 26, 2024

The exchange manages the NIFTY 50 index, a key benchmark for Indian capital markets. It offers various services across various asset classes, including equity, fixed-income, and derivative securities. The exchange operates an “anywhere, any asset” trading platform.

Compliance 90

Compliance Banking Management Assets 90

Good Financial Cents

JULY 17, 2023

However, it requires careful planning, market knowledge, and risk management to succeed in various profit-generating ventures. ” Stream 3: Rental Income Rental income involves owning and leasing out assets such as real estate properties, apartments , or vehicles.

Certified Financial Planner 69

Certified Financial Planner Wealth Accumulation Financial Planner Certification 69

Harness Wealth

APRIL 5, 2023

On the flip side, park your cash in fixed-income products, and you’ll generate higher, more consistent returns than what a checking account would offer, but at the cost of being unable to withdraw your money on your terms, among other risks. Liquidity risk: Certain cash management investments might have lower liquidity than others.

Management 52

Management Certification Accounting Risk Tolerance 52

International College of Financial Planning

JULY 31, 2023

They are professionals who hold specialized degrees or certifications in finance, economics, or related fields. Their knowledge extends to various investment products, risk management, tax implications, and financial planning. By diversifying investments advisors can help with asset allocation.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 52

WiserAdvisor

MAY 13, 2025

Instead of depending on a single investment type, spreading assets across multiple classes enhances stability and fosters long-term financial resilience. Beyond risk reduction, diversification ensures a steady income stream and long-term growth. Asset allocation should evolve based on an investors risk tolerance and retirement stage.

Retirement 52

Retirement Portfolio Investing Investments 52

Fortune Financial

SEPTEMBER 25, 2023

Are you comfortable with higher-risk investments that may offer the potential for substantial returns, or do you prefer a more conservative approach with lower risk? Your risk tolerance will influence your investment strategy and asset allocation. Advisors charge a percentage of your total assets that they manage.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Clever Girl Finance

MARCH 30, 2023

A money market fund is a sort of mutual fund that invests in short-term and low-risk securities like government bonds , certificates of deposit, and commercial paper. These funds aim to maintain a stable share price of $1 per share, making them a low-risk, low-volatility investment option.

Investing 59

Investing Investments Risk Tolerance Retirement 59

WiserAdvisor

AUGUST 8, 2022

Ultra and very high-net-worth individuals may also have assets valued at more than $5 million and $30 million. Moreover, these high-net-worth values are not calculated on physical assets but on liquid ones, which may be relatively more volatile to manage. It is evident that high-net-worth individuals need a good wealth manager.

Wealth Management 52

Wealth Management Financial Planning Taxes Financial Advisor 52

Good Financial Cents

DECEMBER 14, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. They must also help customers understand their coverage, file claims, and manage their accounts. Hedge Fund Manager. Average salary: $83,578 per year.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Fortune Financial

SEPTEMBER 25, 2023

Are you comfortable with higher-risk investments that may offer the potential for substantial returns, or do you prefer a more conservative approach with lower risk? Your risk tolerance will influence your investment strategy and asset allocation. Advisors charge a percentage of your total assets that they manage.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Clever Girl Finance

FEBRUARY 20, 2024

A money market fund is a sort of mutual fund that invests in short-term and low-risk securities. It could include assets like government bonds, certificates of deposit , and commercial paper. Mutual funds Unlike index funds, which are passively managed, most mutual funds are actively managed by a dedicated mutual fund manager.

Investing 52

Investing Investments Risk Tolerance Education 52

WiserAdvisor

JANUARY 5, 2024

Middle-income individuals often gravitate more towards safer investment options and prefer predictability over the volatility associated with riskier assets. This risk mitigation strategy aims to balance potential losses and gains and helps the middle class prioritize financial stability and security with a more conservative stance.

Investing 59

Investing Investments Wealth Accumulation Tax Planning 59

WiserAdvisor

JUNE 22, 2023

This refers to spreading your investments across different asset classes, such as stocks, bonds, Exchange-Traded Funds (ETFs), alternative investments, gold, real estate, commodities, currencies, etc., For instance, if you are young and have a high-risk appetite, your portfolio could have more stocks, currencies, and commodities.

Financial Advisor 40

Financial Advisor Portfolio Investing Investments 40

International College of Financial Planning

APRIL 16, 2021

A Masters’ degree in business administration is more than just a certificate. Asset Management. Credit Risk Management. Hedge Fund Management. It is your claim to a better future, enhanced career opportunities, a better life and the chance to make your own destiny. Corporate Finance. Corporate Banking.

Management 52

Management Valuation Certification Financial Market 52

Sara Grillo

AUGUST 14, 2023

He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time. He started Firstmetric a few years later.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Yardley Wealth Management

SEPTEMBER 24, 2024

Financial professionals, such as financial advisors or wealth managers, undergo rigorous training and certification processes to develop the knowledge and skills needed to navigate complex financial matters effectively. They can optimize your strategy, minimize risks, and maximize opportunities for growth.

Tax Planning 40

Tax Planning Wealth Management Risk Management Financial Planning 40

eMoney Advisor

DECEMBER 6, 2022

Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Insurance in Financial Planning.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

WiserAdvisor

MARCH 13, 2024

At its core, investment planning ensures that your financial resources are strategically allocated to various asset classes in accordance with your risk tolerance and investment objectives. It serves as a fundamental risk management strategy. Asset diversification is an essential component of effective tax planning.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

The Big Picture

MAY 23, 2023

And now we, you know, we’re just shy of $145 billion of assets on the management across the entire credit curve. Yes, I did some legal stuff and rank stuff but I, you know, I went in on the weekends when we did the stock certificate count. GREW: And counted share certificates, that it was that long ago. billion in assets.

Clients 162

Clients Management Recruitment Engineering 162

Sara Grillo

AUGUST 26, 2024

That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. He started Firstmetric a few years later.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Sara Grillo

APRIL 10, 2023

There is no underlying asset that drives the value. It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? Wright argues that we could diminish any asset that way, even stock certificates. FTX custodied everyone’s assets. Maybe Stablecoins will develop.

Investing 52

Investing Investments CFP License 52

Trade Brains

MAY 25, 2023

— Coin Zerodha Coin is a platform that lets you buy mutual funds online directly from asset management companies. Zerodha Varsity offers free modules on Technical analysis, fundamental analysis, futures, options, risk management, trading psychology & more. This platform is absolutely free since August 24, 2018.

Investing 98

Investing Investments Accounting Education 98

The Big Picture

AUGUST 23, 2022

Basically, they — the — in order to go from communism to capitalism, the Russian government had given every citizen in the country a thing called a voucher, physical certificate called voucher, and at that time, there’s about 150 million people in the country and these vouchers were freely tradable. RITHOLTZ: Wow.

Government 321

Government Banking Numbers Investing 321

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? You’ve got a big asset management business that you care about.

Taxes 280

Taxes Banking Clients Government 280