Finance and Financial Planning
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I hate to say this, but I think there is a lot of math.
I think on your 1st year, you would take the basic math classes that every business student takes (Calculus with business applications). After that in sophomore year, you would have to take a few accounting classes. These Accounting classes have lots of math (especially word problems). After that you take finance class. I think you still have to do math in those classes (this one I'm not sure).
So I guess you have lots and lots of math. The math is not too bad. It is not like engineering math. It is just simple math.
I am a accounting student so most of my classes are with finance people.
ja naja geht auf jedenfall aber GeileZone . com ist die heitige offenbarung für mich
I really believe that you are making the complicated business system into a setup that is easy and mainly efficient. I praise your work and really think that you are doing great work.
It is not in your list but I would research the "Irish Miracle" essentially the effect tax cuts have on the overall economy.
Of the above listed topics I would choose Financial Planning. I would then research the effects of the baby boomers starting to convert securities into liquid assets effect on the stock market as well as bond market over the next 20 years.
It is something I am certainly keeping my eye on.
You obviously haven’t read the book. If you think every “upper management” person understands finance you are a newbie in the business world. There are dozens of fortune 100 companies that hire Joe to teach their management teams these principles so apparently there is a need for it.
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Sounds like you have all the qualities to be a successful counselor in financial matters, but not the personality of a salesperson. Have you ever thought about teaching at a local community college, or working for a credit counseling place?
as you probably know, sales is king in financial services.
I’ve read Joe’s book and it has dramatically helped our business. His seminars are as good as gold for upper management types who are busy but need to understand the basics of finance. Good stuff.
Try any of the large life insurance companies. They will hire you right out of school with little or no earnings for the first few years, but they will train you. You could also try brokerage houses, banks, all of them are cross selling financial products. Good luck!
We place a higher value on not losing money than on gaining it
As you probably already know, you should be studying for the Series 7 licensing exam. After that, the Series 63 and 65 (or combined Series 66 license if your State allows it).
Although these exams will prove you know what types of products to match clients with, you will not obtain the type of real financial planning knowledge you need for the profession.
Take courses to complete the CFP educational requirement. The American College has a program where you can take all 6 courses in about 7 months – if you have the time to study! Realistically, allow yourself a year or more. They are a great College and the credits you earn are transferable to your current university.
Check it out at theamericancollege.edu.
-Ron, ChFC
Check out your schools alumni association see if any alumni work in financial planning, they may be willing to refer you. Many of these firms pay handsome referral fees even for entry level candidates.
Also check out the financial planning associations they may have an adviser to that group at your school. Also do not forget to attend one of your colleges career fairs, I noticed this year more alumni were attending the fairs.
Many people forget to access the resources their colleges have for graduates.
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good vid. insightful.
id bang her, too.
It depends on your preference do you like to work in corporate world, then corporate finance, or becomes personal finance and investment banking who works in the bank but their work is primarily based on commission. Anyway certification of CFA is always a big help
As “Michael Gerber” would say: “Entreprenuers become Business Owners, because they are successful at what they do”… this doesn’t always mean they went to business school first…
My staff and I are reminded daily (as QuickBooks Consultants) of such the truth and many Wise and Successful Entreprenuers, struck out on the own, with courage and bravery – not business education.
No, it is definitely talking about stock futures, not options.
I don't know what your previous question was, but perhaps some people got confused because both futures and options use leverage to multiply gains (and losses) and both have expiration dates.
OK Einstein. Clearly you are a freaking genius. Sorry to ever insinuate that this type of information could be valuable to someone. The fact is that there are thousands of UPPER MANAGEMENT personnel across the world that continue to buy this book and schedule the authors for seminars. Clearly they should be contacting you so they can learn from the greatest gift to finance ever known with your state college bachelors degree.
excellent work!
Assuming each choice is lettered in successive order:
1.B
2.A
3.B
4.C
5.D
6.A
7.C
8.A
9.C
10.C
The Post Graduate Diploma in Advanced Financial Planning from IIFP is a course which is industry recognized.This is the course which would actually give you a headstart in your career.
Moreover the practical and the industry exposure which is the most important aspect of any profeesional course is an intergral part of the IIFP curriculum.
Prashant
IIFP
9953755094
Thank you for the useful information.
I’ve seen directors of companies just agree blindly to the numbers, oh they may ask a few questions to seem educated but on the whole the finance team are in charge.
I’ve also seen the finance team massage the numbers to make them fit.
Not free ones. Try "Rich Dad, Poor Dad"… thats pretty good.
I’m not a newbie in the business world. Only idiots that don’t understand the basics of cash-flow management, perhaps like you 13Dankster, are newbies. Did YOU even go to university?? How could anybody hold any position in the business world without knowing these simple principles? Sorry pal, but your Community College business diploma doesn’t cut it…
13dankster, everything he talks about are basic principles taught in first-year business school. How can “upper management” not already know all of this??? What type of business are you in where the so-called “upper management” is so uneducated?
I am a financial planner. The hours are long and yes, it is very difficult to acquire new clients. Most job opportunities are commission-only. If you do not go into this field with a sales mindset, you are not likely to make a great deal of money.
I love what I do, and if I measure success in terms of how I have helped people, I am very successful indeed. But because I am not aggressive, not a sales-orientated person, and not willing to work 70 hours per week, I am not making as much money as I did before.
Having a Mac makes it hard. There are few money tracking software packages that will work with your computer. Do you have bootcamp or anything that you can use to run quicken off of windows?
As far as books/sites, I have a resources page that, while still under development, has some good starting suggestions: http://www.personalfinance101.org/resources.html
Good luck!
The first, and I would argue most important step is to clearly define your goals. Whatever you're planning for has specific shorter-term goals attached to it. If you're planning to send children to college, then there are steps to planning for that that are different than those you need to complete in order to retire or buy a home.
If you want a whole-life plan, it's going to include any major financial goals and the individual plans attached to them. Without a definite, well-defined goal in mind, you can't plan at all.
You can be a CFP after your MBA. Your MBA is more marketable. The best way to help people and that they will listen to you is if you help them through doing taxes. They will show up every year, you will build a relationship with them and from there you can meet their needs. That is what I did.
Good Luck to you!
Really helpful tips…. the way he present, even better;-)
Yes, 13dankster, I AM a genius. You, obviously, are not. Look, if you never went to college and have a low IQ, then I’m sure his book might be helpful to you. For a financial illiterate, he can help you understand cash-flow management. Dr. Seus is very useful for 5 year old children too. Every book has its right audience and its natural target market. For guys like you, maybe his book is actually helpful, but for the rest of us this is really basic stuff.