Certification Definition Financial Services Risk Management 
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.
Sara Grillo
AUGUST 14, 2023
Researching costs of investments, services, and products rendered to the client Assessing if risk is reasonable for the client Assessing if performance expectations are reasonable for the client But these are all loose definitions. Scott has been serving families for 29 years in the financial services space.
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Trade Brains
MAY 25, 2023
Zerodha Varsity offers free modules on Technical analysis, fundamental analysis, futures, options, risk management, trading psychology & more. Zerodha is a zero-debt financial services company. There is no credit risk, less than 5% of Zerodha’s own capital is lent to customers in any form.
The Big Picture
MAY 23, 2023
My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. 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. Definitely.
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? It’s like the first couple years of going into financial services, it’s boot bootcamp.
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