Nerd's Eye View
DECEMBER 12, 2022
Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements.
Clever Girl Finance
NOVEMBER 16, 2022
When you're wondering how long to keep financial records, there are documents that you will need to keep forever “just in case” they are needed. These are important documents, and there are varied reasons why you could need them. The documents that you need to file with the local registrar may also be available online.
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Your Richest Life
OCTOBER 1, 2022
Disaster Preparedness Financial Documents. On the topic of finances, don’t forget your important documents. No one wants to think about their home being destroyed or their birth certificates being washed away in a flood. Even if you’ve digitized all of your important documents, you still might need physical copies as a backup.
Clever Girl Finance
AUGUST 10, 2023
Educational requirements: High school diploma or your GED and a patient care technician certificate. If you want to be a paramedic, then training, passing exams, and getting licensed as a paramedic is required. You might also be required to conduct healths coaching sessions and pass a certification exam.
Clever Girl Finance
NOVEMBER 20, 2023
How to handle estate and legal matters after a death If your loved one had a medical condition or was on hospice, you may already have their estate planning documents—such as a will—in your possession. If their death is unexpected, you may have to go to their home and look for the documents yourself.
Carson Wealth
JULY 12, 2022
I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. Investment adviser representatives (IARs) who charge clients fees are also required to take their licensing exams, among many other legal requirements. .
Clever Girl Finance
JUNE 27, 2023
Although you’d still crush it with certifications and experience on specific programs such as Microsoft or Oracle. You also need an associate’s degree or certification with proficiency in applications such as Microsoft Excel or QuickBooks. On the other hand, some of the tutoring agencies have their own certification training.
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