Financial Planning

How to Get a Career in Certified Financial Planning

May 18, 2012
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How to Get a Career in Certified Financial Planning

Image by keamysparadise Article by Melanie Cath How to Get a Career in Certified Financial Planning – Finance Search by Author, Title or Content Article ContentAuthor NameArticle Title Home Submit Articles Author Guidelines Publisher Guidelines Content Feeds RSS Feeds FAQ Contact Us When thinking about a career one of the best paid and most satisfying would be in certified...

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interested in financial planning?

May 9, 2012
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interested in financial planning?

Image by nicky Tu – nickytu.com Question by : interested in financial planning? im a teenager and im interested in going into year 11 in mind that i want to start traning to be a financial planner,, but im not 100% sure what they do? i have an idea but not alot of infomation. i believe in Australia its...

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Have You Got a Plan? and What is a Financial Plan?

May 5, 2012
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Have You Got a Plan? and What is a Financial Plan?

Image by gmarinich Article by RSM Have You Got a Plan? and What is a Financial Plan?   by RSM in Finance    (submitted 2011-03-20)

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In which field is there greater job opportunity for women – financial advising or real estate development?

May 2, 2012
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Question by jumpingbean: In which field is there greater job opportunity for women – financial advising or real estate development? It seems like as far as financial planning, the large percentage of them are middle-aged white males. I don’t know if this is true. What about in real estate development? Thanks. Best answer: Answer by mandy41120062007i’m guessing real estate...

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The financial planning for a horse?

May 2, 2012
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Question by Grace D: The financial planning for a horse? Hi! I am 17 years old and have been riding horses since I was about 6. There were breaks here and there for school sports etc. But now I am back in and 100% dedicated. That being said, I have decided to buy a horse. I talked to my...

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When preparing a retirement financial plan, any thoughts on the average cost of health insurance?

April 17, 2012
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When preparing a retirement financial plan, any thoughts on the average cost of health insurance?

Image by Newton Free Library Question by cynrae2000: When preparing a retirement financial plan, any thoughts on the average cost of health insurance? Many financial planners seem to be missing this ‘line item’ when preparing a plan. For many, this may be the biggest monthly expense at the time of retirement. Best answer: Answer by Monique L. AttingerThis is...

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Investment Fundamentals – Financial Planning Project Question help?

April 11, 2012
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Question by Helper: Investment Fundamentals – Financial Planning Project Question help? I have a project question which asked for an implementation schedule for the products i recommended outlining the actions required by the clients and adviser in order to implement the recommendations? The recommendations by me are: Michael and Anna have a good financial condition. They have a decent...

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Q&A: Financial Planning for a Sizable Windfall?

April 9, 2012
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Question by : Financial Planning for a Sizable Windfall? My friend & her husband, ages 38/48 will soon be coming into a large amount of money (6 figures) when they sell the family farm & land he is a partner in. She has asked me how they can live off the Interest of the money they will be receiving...

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Financial Planning Association for CFP Certification

April 4, 2012
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Financial Planning Association for CFP Certification

Image by gmarinich Article by Sarvesh Financial Planning Association for CFP certification or Diploma of competes to standardize the level of excellence of taxes, pensions and financial planning business. List the financial implications of the recent uncertainty, and online access to the biggest and the best way for a financial assessment of the actions is important for optimization. Many...

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Financial Planning For High Net Worth Individual?

April 3, 2012
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Financial Planning For High Net Worth Individual?

Image by Public Citizen Question by kazakstan o: Financial Planning For High Net Worth Individual? Best answer: Answer by acb29Your question is unclear… I’m assuming your interested in a career as a FP for wealthy individuals? The truth is unless you personally know many wealthy folks, and they trust you with their finances you will have a hard time...

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I am at age 35 now, what should I do in terms of Health, fitness and financial planning?

April 1, 2012
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I am at age 35 now, what should I do in terms of Health, fitness and financial planning?

Image by nicky Tu – nickytu.com Question by WALTER Q: I am at age 35 now, what should I do in terms of Health, fitness and financial planning? Best answer: Answer by Kirawhat you always have been doing. Add your own answer in the comments!

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If I’m planning on being a financial planner, how much commission should I charge for the funds I sell?

March 28, 2012
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Question by Matt Humberto: If I’m planning on being a financial planner, how much commission should I charge for the funds I sell? Let’s take Janus Overseas, for example. The fund already charges a max load of 2% to my client, on top of the management fee of 0.89%. And what about an even more aggressive fund like the...

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Q&A: If I’m planning on being a financial planner, how much commission should I charge for the funds I sell?

March 28, 2012
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Question by Matt Humberto: If I’m planning on being a financial planner, how much commission should I charge for the funds I sell? Let’s take Janus Overseas, for example. The fund already charges a max load of 2% to my client, on top of the management fee of 0.89%. And what about an even more aggressive fund like the...

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Financial Planning Job?

March 28, 2012
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Financial Planning Job?

Image by Development Works Photos Question by NotoFroto: Financial Planning Job? What is the starting Salary for a financial planner (working for Ameriprise). What is the upside potential? What is the average made? Thanks Best answer: Answer by JohnIf you work for Ameriprise, Merril Lynch, and many other big firms, your income will be mainly from commission, which is...

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what women do financial planning television shows?

March 27, 2012
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what women do financial planning television shows?

Image by nicky Tu – nickytu.com Question by TRACY: what women do financial planning television shows? Best answer: Answer by Tyler ROff of the top of my head I can’t think of any women having their own show on investing, only the investing news anchors. as you may know, high-finance is historically male dominated and only recently are women...

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Is Financial Planning The Key To Happiness?

March 19, 2012
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Is Financial Planning The Key To Happiness?

Image by nicky Tu – nickytu.com Article by Ray Prince This was the title of an article that appeared in one of the ‘trade mags’ we receive, New Model Adviser. This publication was launched a few years ago to cater for the emerging breed of fee based planners that were seen to be the future, rather than the old...

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Spouse’s employer,a financial firm,restricts me to having brokerage accounts with only certain firms. Why so?

March 12, 2012
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Question by Nick P: Spouse’s employer,a financial firm,restricts me to having brokerage accounts with only certain firms. Why so? My spouse has recently started to work as a trainee financial planner with a national financial planning firm. In addition to requiring a full disclosure of my individual stock holdings, they also require that I, the spouse, restrict my brokerage...

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what is the role of education in successful financial planning?

March 12, 2012
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what is the role of education in successful financial planning?

Image by Alan Cleaver Question by Rebecca S: what is the role of education in successful financial planning? need 5 sentences Best answer: Answer by UPRebecca, I am very disappointed in you. You should not be looking for the answers to your University of Phoenix weekly assignments on internet forums, or at the very least, on Yahoo Answers. We...

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