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Answer Upon - Financial Planning: What's Your Designation?
Many employees do not care too much for their bosses or supervisors. It is an all too common trait. Most feel as though the boss knows nothing, has a superiority complex, is arrogant, is unapproachable, expects too much and pays too little. Are you nodding your head?Having stated all of the above, what are YOU doing to improve the situation? You see the boss or supervisor did not get to where he or she is by being a complete nincompoop. Oh, I can almost hear some peo
Funny how my mind works. When I read that Adobe was releasing an early version of their Apollo application platform, all I could think of was how the original Apollo of Mount Olympus fame spread a virus. The fact that Apollo killed a Python in Delphi only adds a multitude of unintentional software humor.From a technical standpoint, Apollo is interesting, though from a marketing standpoint it is of questionable survivability. Technically, Adobe is simply making
Start by learning what the different designations mean. You may have noticed that there are three popular financial designations that most financial planners hold. You’ll want to choose one with one of the following designations.
Like many CPA‘s, a Certified Financial Planner (CFP) must attend about two years of training and pass a rigorous test. This designation is given by the Certified Financial Planning Board of Standards, a national organization. After two years of preparatory courses, a Certified Financial Planner must earn a passing grade on a ten-hour test given over the course of two days. The Financial Planning Association can provide you with a listing of Certified Financial Planners.
You may have also encountered some Chartered Financial Consultants. These graduates of American College in Pennsylvania have completed a series of exams and obtained real life experience before earning their designation. However, the program is geared more toward the insurance profession than broad bas
Making a career change takes courage. Most people hesitate to do it because of deep seated beliefs that they have. Some beliefs are empowering but the ones that hold you back are disempowering. The only way to move forward is to identify the belief and either overcome or change it. Here is a list of 10 common beliefs on career change that can derail your desire for change. If the belief is making you unhappy and stuck, this is the time to change it.1.
Start by learning what the different designations mean. You may have noticed that there are three popular financial designations that most financial planners hold. You’ll want to choose one with one of the following designations.
Like many CPA‘s, a Certified Financial Planner (CFP) must attend about two years of training and pass a rigorous test. This designation is given by the Certified Financial Planning Board of Standards, a national organization. After two years of preparatory courses, a Certified Financial Planner must earn a passing grade on a ten-hour test given over the course of two days. The Financial Planning Association can provide you with a listing of Certified Financial Planners.
You may have also encountered some Chartered Financial Consultants. These graduates of American College in Pennsylvania have completed a series of exams and obtained real life experience before earning their designation. However, the program is geared more toward the insurance profession than broad ba
Recently a franchise buyer who works in a government agency contacted our franchise company for opportunities. In doing so he told us that civil servants were hard working and honest and that politicians were bad. He told us how he had put together a team of folks who could run a franchised outlet because they had experience in government running things.I laughed because government doesn’t run anything very well. Well they are good at running some things such as runn
Like many CPA‘s, a Certified Financial Planner (CFP) must attend about two years of training and pass a rigorous test. This designation is given by the Certified Financial Planning Board of Standards, a national organization. After two years of preparatory courses, a Certified Financial Planner must earn a passing grade on a ten-hour test given over the course of two days. The Financial Planning Association can provide you with a listing of Certified Financial Planners.
You may have also encountered some Chartered Financial Consultants. These graduates of American College in Pennsylvania have completed a series of exams and obtained real life experience before earning their designation. However, the program is geared more toward the insurance profession than broad ba
Within the world of business, innovation and creativity have a lot in common with values. They both get a lot of positive talk. But no one walks the walk. Companies say they want good managers who put people first. But do their actions put feet on their words? Not in my experience! And not according to executive coach, Barb McEwen."In the last few years most companies have recognized the importance of documenting their values. Some have gone to great lengths in d
You may have also encountered some Chartered Financial Consultants. These graduates of American College in Pennsylvania have completed a series of exams and obtained real life experience before earning their designation. However, the program is geared more toward the insurance profession than broad ba
Options and alternates is an essential fact of development and progress. Even when your business is doing great and you have everything going for you, it may not be a bad idea to take a step back and reflect. Reflect on what you want to do and where you want to go. Is this something you want to do all your life? Can you imagine stopping to publish your website? Many of us cannot imagine what if - but as a good planner it is imperative to have an exit strategy.Whe
The American Institute of Certified Public Accountants offers its own designation, a Personal Financial Specialist (PFS). Certified Public Accountants can earn this additional designation by completing a series of comprehensive tests and demonstrate experience in financial planning. Most of these designates are members of the National Association of Personal Financial Advisors, and they can refer you to a PFS in your area.
All of the above certifying agencies require at least three years of experience prior to certification. Other designations do exist, but these three are the most reliable. Since many unscrupulous individuals decide to call themselves “financial planners,” you’d be wise to look for one with a certification from a nationally recognized organization.
Since the Securities and Exchange Commission doesn’t regulate smaller financial advisors (those with under $25 Million under advisement), it is u
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