Trade Brains

DECEMBER 7, 2023

The topics covered are personal finance math, retirement problems, introduction to mutual funds, the concept of fund & NAV, equity schemes, debt funds, investing in bonds, index funds, rolling returns, Exchange-traded funds(ETF) and basics of macroeconomics. You can enroll in the course here.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Risk Management Guru

SEPTEMBER 22, 2021

This event is considered to be the biggest virtual conference about Risk Management topics, delivering more than 50 interactive workshops with more than 30 speakers, including the best Risk Management professionals in the planet. Don’t miss this great opportunity. Click here and secure your place now!

Risk Management 52

Risk Management Government Management Planning 52

Trade Brains

NOVEMBER 17, 2023

From fundamental analysis to technical charting, and risk management to trading psychology, these courses empower aspiring investors with the tools they need to excel in the stock market. Indeed a good understanding of the above topics, individuals can screen the opportunities for long-term or short-term gains in the securities.

Marketing 59

Marketing Marketing Certification Risk Management 59

Risk Management Guru

SEPTEMBER 20, 2021

Whether you’ve just started in Risk Management or you’re already a professional in this arena, this article will interest you. We are highlighting some of the reference professionals we follow who are seasoned Risk Managers, each in its own area of expertise. Linked In. Website / Blog. Linked In. Steve Burns.

Risk Management 59

Risk Management Government Management Compliance 59

Trade Brains

NOVEMBER 18, 2023

The course covers the topics of an introduction to fundamentals, basics of analysis, understanding financial statements, and valuation methodologies. Fundamental Analysis by Zerodha Varsity Zerodha Varsity provides various courses related to financial topics with detailed explanations in a video and text-based format.

Marketing 64

Marketing Marketing Valuation Certification 64

Trade Brains

NOVEMBER 23, 2023

hrs each and covers topics on basic concepts of futures, factors affecting prices, different strategies, formulas required and risk management. The course is covered in different sessions with in-depth explanations of topics on introduction to derivatives, introduction to futures contracts and trading strategies.

Risk Management 59

Risk Management Certification Education Management 59

Trade Brains

OCTOBER 14, 2023

Benjamin Graham The investment is the core concept, the book also covers other topics like value-based investing, long-term investing backed by research and analysis, Investing with a Margin of Safety, and many more in a simple way. and guides in risk management by diversification of portfolio.

Marketing 64

Marketing Marketing Risk Management Investing 64

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

Nationwide Financial

JUNE 5, 2023

A recent survey from the Nationwide Retirement Institute® uncovered topics business owners are looking to discuss including economic pressures and business-specific challenges such as access to capital, the tight labor market, employee benefits, and supply chain disruptions. Many are actively seeking the guidance of a financial professional.

Economics 52

Economics Risk Management Clients Financial Services 52

Trade Brains

DECEMBER 2, 2023

It covers the topics of introduction to equity research and valuation, calculation of valuation inputs, discounted approaches to valuation, other non-DCF valuation models, and reading & writing a valuation report. With the knowledge of the above topics, investors can make investment decisions with the techniques learnt for better returns.

Investing 59

Investing Investments Valuation Marketing 59

International College of Financial Planning

JULY 10, 2023

Take time to review the exam blueprint and syllabus to gain clarity on the topics and domains covered. The CFP exam’s content spans the entire CFP Board’s 72 Principal Knowledge Topics. Break down the syllabus into manageable study sessions and allocate dedicated time for each topic.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Trade Brains

NOVEMBER 30, 2023

The topics covered are introduction to mutual funds, types of funds, advantages, platform to invest, tracking your mutual fund performance and how to research for mutual funds to invest. To ensure good financial planning, it’s important to practice building your strong analysis with proper risk management.

Certification 59

Certification Education Financial Planning Wealth Accumulation 59

International College of Financial Planning

JULY 20, 2022

Risk analysis is one of the most important topics to understand when pursuing a career in finance. Many think risk analysis is only about calculating risks and finding solutions to minimize them. To become a certified financial planner (CFP), you must learn about risk analysis in-depth.

Risk Analysis 52

Risk Analysis Certification CFP Certified Financial Planner 52

The Irrelevant Investor

DECEMBER 3, 2018

Today's Animal Spirits Talk Your Book is presented by Graniteshares Topics discussed Boom and bust nature of commodities What is the role of commodities in a portfolio -- manage risk or price appreciation? Why would commodities add a risk management component to a typical portfolio?

Investing 52

Investing Investments Portfolio Management Risk Management 52

International College of Financial Planning

FEBRUARY 23, 2024

This globally recognized credential, offered by the Financial Planning Standards Board India (FPSB India), sets a high standard for financial planning competence, and acquiring it can open doors to numerous opportunities in wealth management, private banking, financial advisory, and investment planning.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

International College of Financial Planning

MAY 29, 2023

The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance. Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

Discipline Funds

DECEMBER 28, 2022

A little too MMT focused, but very good on most topics. Section 4 – Outside Resources Warren Buffett’s Annual Shareholder Letters William Bernstein’s Investment Blog A Huge Collection of Good Investing Resources William Hummel’s “what is money” page.

Investing 52

Investing Investments Asset Allocation Risk Management 52

Harness Wealth

OCTOBER 23, 2023

Risk Management: A thorough identification, assessment, and prioritization of financial risks can be provided, along with tailored strategies to mitigate these risks, which may include insurance solutions, investment strategies, or operational changes.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Brown Advisory

AUGUST 9, 2021

The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management. ESG research is an essential part of our investment strategy.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Management 52

Brown Advisory

AUGUST 9, 2021

The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management. ESG research is an essential part of our investment strategy.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Management 52

International College of Financial Planning

MAY 6, 2022

You must complete a CFP Board-approved program that includes at least six college-level courses in financial planning topics. These courses must cover investments, taxes, retirement, estate planning, and risk management. The exam is comprehensive that tests your knowledge of financial planning topics.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Zoe Financial

FEBRUARY 21, 2023

Professionals who hold a CFP® are knowledgeable in all areas of financial planning , covering more than 100 topics, and qualify for the certification through tests and work experience. CFAs also show accounting, economics, portfolio management, and security analysis knowledge.

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

Brown Advisory

JULY 14, 2020

We believe it helps us make intelligent choices about investments and engage with company management teams on a wide variety of important topics that may impact their long-term prospects. Enclosed is our inaugural ESG Transparency Report.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Management 52

Brown Advisory

JULY 14, 2020

We believe it helps us make intelligent choices about investments and engage with company management teams on a wide variety of important topics that may impact their long-term prospects. Enclosed is our inaugural ESG Transparency Report.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Management 52

International College of Financial Planning

JULY 30, 2022

Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management. The Certified Financial Planner course is the perfect course to achieve all topics related to finance.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

The Irrelevant Investor

DECEMBER 22, 2020

I didn't know about diversification, and I didn't understand the first thing about risk management. Because I had absolutely no idea what I was doing! I had never experienced what it was actually like to build a portfolio of stocks. I was on a motorcycle when I should have been on a bicycle with training wheels.

Portfolio 52

Portfolio Banking Risk Management Investing 52

International College of Financial Planning

JUNE 10, 2022

The first step is to learn as much as you can about the exam and the topics that will be tested on the day. . A CFP might begin with determining your personal financial goals and discussing your current financial situation and risk tolerance. He can help you in risk management. .

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Carson Wealth

JULY 12, 2022

Using the CFP ® designation behind your name requires three years of experience, taking courses in financial planning, investments, risk management, estate planning, retirement planning, education planning and psychology. The CLU ® is managed by The American College of Financial Services. . Investments and Wealth Management.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Fortune Financial

APRIL 28, 2022

While touring the plantation, I had the privilege of spending a good deal of time talking about the coffee business with the plantation’s owner, Jose Carlos Rosseto, who is the third generation in his family to manage the plantation. We cannot count it or touch it.

Portfolio 52

Portfolio Risk Management Economics Financial Advisor 52

International College of Financial Planning

MAY 30, 2023

Some popular finance careers include financial planning, investment banking, corporate finance, and risk management. Integrating these topics equips finance students to thoroughly understand the ethical expectations and responsibilities of their future careers. Impact of Ethics on Finance and the Economy.

Ethics 40

Ethics Compliance Education Clients 40

International College of Financial Planning

MAY 29, 2023

Some popular finance careers include financial planning, investment banking, corporate finance, and risk management. Look for programs that cover essential finance topics, such as financial planning, investment management, and risk assessment, as well as specialized courses that cater to your desired career path.

Education 40

Education Certification Financial Planning Risk Management 40

Clever Girl Finance

OCTOBER 16, 2023

Because they’re long-form, books are a great way to dive into topics you care about. The book focuses on risk management, investing in assets, and the importance of learning. In her relatable and practical book, Money Out Loud , she simplifies personal money management, making it less scary for the average person.

Budgeting 80

Budgeting Management Retirement Investing 80

Nationwide Financial

OCTOBER 1, 2022

Small business owners wear many hats, and the topic of risk management presents an opportunity for you to add value. Become a risk management consultant for your business clients. Conducting a formal risk assessment – 14%. Small business owners wear many hats. Low or no-cost actions. Additional Resources.

Risk Management 52

Risk Management Management Consulting Insurance Coverage 52

Random Roger's Retirement Planning

JULY 25, 2022

He touched on a couple of finance related topics. If you timed buying Amazon, Netflix, Apple and Facebook perfectly and then did a great job timing an exit you made great trades of course but you had a collection of stocks that only diversified issuer risk, not market risk. I think that's a good parallel.

Portfolio 80

Portfolio Investing Investments Management 80

Sara Grillo

APRIL 10, 2023

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor. So please subscribe!

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. For those of you who are new to my blog, my name is Sara.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52