Overview of a Financial Advisor 2 Duties and Responsibilities of Financial Advisor 3 Career Path for Becoming a Financial Advisor 4 Steps Required for Becoming a Senior Financial/Fiscal Advisor 5 Qualifications needed to be a Senior Fiscal Advisor in the North 5 Job Platform or Potential 6 Potential Remuneration and Comparison to the North 6 Investment Opportunities for the Northern Resident 7 Works Cited 8 A Brief Overview of a Financial Advisor As a Senior Financial Advisor the
Words: 1939 - Pages: 8
Tom Ho's financial status and standing in order to create a financial plan capable of achieving Mr. Tom Ho's life and financial goals. This proposal will address the action plans from several key and fundamental financial aspects, namely, insurance and risk management, savings and investments, education planning, retirement and estate planning and also, tax planning. The action plans and recommendations shall act as a guide in assisting Mr. Tom Ho to achieve sufficient financial protection
Words: 5931 - Pages: 24
COMMUNICAN PLAN…………………………………………………………………...……….5 RESTORING OPERATIONS…………………………………………………………...………...5 REFERENCES……………………………………………………………………………………..7 INTRODUCTION This document contains the Contingency Plan for Co name. It is intended to serve as the centralized repository for the well-being of the enterprise, which includes the ethical use and protection of sensitive date and customer records, as well as, the communication plan and the process
Words: 1017 - Pages: 5
Van’s Bookkeeping Marketing Plan 14376 S. Othello St. Seattle, WA 98118 Phone: 206-446-7890 Email: vanbookkeeping@gmail.com Web Site: www.vanbookkeeping.com Contact: Van Nguyen Table of Contents Executive Summary 4 Marketing Objectives 4 Goods or Services 4 Resources Needed 3 Projected Outcomes 3 Company Description 3 Strategic Focus and Plan 3 Mission/Vision 3 Goals 3 Core Competency 3 Situation Analysis
Words: 9279 - Pages: 38
GET THAT MONEY HONEY! TOP 101 SCHOLARSHIPS AND INTERNSHIPS FOR AFRICAN AMERICANS AND OTHER MINORITY STUDENTS (More Than $50 Million Dollars in Financial Aid Available!) Published by Urban Ebooks/ Dante Lee Publishing www.urbanebooks.com This ebook is the personal copy of Corketa Martin (CorkeLou@aol.com) SCHOLARSHIPS WITH JANUARY DEADLINES #1 - Ron Brown Scholar Program for African Americans: The Ron Brown Scholar Program provides scholarship awards to African-American high school
Words: 11022 - Pages: 45
determined through the decision-making process. Accordingly, the paper will describe and analyze the issue of downsizing within Hp. Introduction Employee downsizing is usually undertaken by companies during economic recession such the recent global financial recession as a reactive and tactical decision. However, some successful organizations apply downsizing as a strategic move aimed at restructuring their entire human resource strategy. Downsizing is just one of the alternatives available for an organization
Words: 3075 - Pages: 13
Trend Setters Hair Studio Hair and Beauty Salon Business Plan PAGE Start your own business plan » (/create_your_business_plan.php?link=create_top-b) BLACK FRIDAY SALE: Save 62% on the #1 Business Planning Software Sign Up Now (http://www.liveplan.com/?pm=LIVEPLAN12MONTH_62AB) 1 (executive_summary_fc.php) « PREVIOUS PAGE () NEXT PAGE » (COMPANY_SUMMARY_FC.PHP) 2 (company_summary_fc.php) 3 (products_and_services_fc.php) 4 (strategy_and_implementation_summary_fc.php) 5 (management_summary_fc.php)
Words: 878 - Pages: 4
|Foundations of Personal Finance | Copyright © 2011, 2010, 2009 by University of Phoenix. All rights reserved. Course Description This course provides an overview of the elements necessary for effective personal financial planning and the opportunity to apply the techniques and strategies essential to this understanding. Primary areas of study include creating and managing a personal budget, understanding and paying taxes, working with financial institutions
Words: 2008 - Pages: 9
the area of financial planning; however, he also performs an annual audit on the city’s largest bank. Recently, Mr. Morgan was engaged by a wealthy couple, Paul and Sara Joseph, to prepare a comprehensive personal financial plan. While preparing the plan, Mr. Morgan became personal friends of the Josephs. They confided to him that they have had a somewhat rocky marriage and, on several occasions, seriously discussed divorce. Preparation of the comprehensive personal financial plan, which is nearing
Words: 1052 - Pages: 5
Financial Planning Assignment 1. From the goal setting sheet choose two monetary goals – one that will be achieved during this school year and one that is intermediate term (2 to 5 years). Reproduce the goals you chose – include the amount needed, months to achieve, action to be taken, and priority. For each goal, identify one constraint or reason why you may not reach the goal. (2 marks) A short term monetary goal that will be achieved during this school year is for me to save enough money to
Words: 886 - Pages: 4
