Free Retirement Plan

I’m dissatisfied with my job, thinking of doing further studies. I can not decide between an MBA or Financial planning. Which one is better for job prospects since I’m 36?

Live the best of both worlds.

My advice would be to go into financial planning. At that point you’ll have a sponsor (your employer) to help you obtain your CPA, CFA, CFP, AIAA, or any other professional charter you wish to obtain — including all of the FINRA Series tests you’ll be able to acquire during your training as an Advisor.

CPA: Certified Public Accountant
CFA: Chartered Financial Analyst
CFP: Certified Financial Planner
CAIA: Chartered Alternative Investment Analyst

There are many others…

Many of these designations are considered comparable to an MBA.

If you’re wanting more information, check www.investopedia.com and search for one of the above acronyms. Below the explanation will be a list of similar searches — tons of information there.

I think gaining real-world experience while obtaining your designation(s) will offer a more hands-on approach and allow you to earn some cash (instead of building up debt) in the meantime.

Good luck.

I have a college assignment to but really stuck on a question, so any help would be great. the exact question is

describe the main elements of the financial planning process in an engineering business and the sequence in which the planning takes place.

you can ignore the engineer bit if you want to – just a general idea to help me out would be good and ill incorporate the engineering bit later

You need to talk to your tutor. Asking for the answer in the internet is CHEATING.

I am series 7, 6, 63 licensed and have worked as a registered representative and an internal wholesaler. I have decided that I do not like wholesaling, but really like financial planning and mutual funds. I love sitting down with people and educating them about their finances. The only problem is that I do not like phone work at all. Cold calling is very difficult for me and not something that I wish to do. I also like managing other people and having leadership type roles.

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.

Im coming off a bankruptcy this year and I vow to get my finances in order. Is there any good E-books out there for financial planning?

Not free ones. Try "Rich Dad, Poor Dad"… thats pretty good.

Planning a career can be defined as choosing life’s important paths. A careful planning is certainly required when it comes to how you would earn a living. If planning is not implemented it will culminate in not only a financial problem but it might even turn into a physical, psychological and emotional problem. The consequence of ruining our life can be dreadful. There are many experiences of people who have earned a living with nothing in hand. This can happen only with a keen career plan. Hence planning must be taken seriously. New opportunities and career choices are developing every day that didn’t at all exist few years ago.

The career vocabulary has to e given prior importance and a good understanding for the first step in planning. Words meaning the same can then be proved different, though with only subtle difference. For example the words: position, employment, job, career, occupation. They seem to be synonyms, but do not necessarily be so. A paramedic and a doctor both have an employment, but their positions differ. It is important to be familiar with the following words before planning a career: career management, career development, career counseling, career guidance. These have a lot to do with planning a career. A firm structure is required for career building. Career building are steps taken towards a systematic and designed career that fits you perfect. It helps in a satisfactory progress all along the path of a well chosen career. Long term goals and short term objectives are decided and they are the first step towards planning for a good career. Decisions are made based upon one’s flexibility, adaptability and resilience. The response to challenges are decided by these characters. Later self assessment of one’s personal management capabilities is done.

What sort of decisions on lifestyle will you come up with? What are your interpersonal skills and job-survival skills? How good are you at work-leisure integration and role integration? Identification of one’s skills and strengths is important in career planning. Can you do an effective employment search? The want ads in newspapers are not the only way in which one has to search. How do you project yourself? How good are you at demanding yourself? What measures would you make to become more marketable? Knowledge on the source of information should always be in the process of updating. The trends in labor market often change. Training opportunities have to be found out. The years in work force would have given you several positions or jobs. A good marketable individual ultimately does an effective career planning with the required changes.

Abhishek Agarwal
http://www.articlesbase.com/careers-articles/career-planning-significance-tips-to-plan-your-career-well-703232.html

I offer financial planning and consulting to high networth individuals in good health from 69-85. Does anyone have any out of the box ideas on ways to reach out to this age group in an honest and respectful way?

Try Florida.

What are the better financial planning business in singapore?

In Singapore nothing is good enough yet. Fundsupermart should be the better among all. Dollardex next

James Seramba, certified financial planner, discusses the process of choosing a financial planner

Duration : 0:4:36

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•Write five sentences about the role of education in successful financial planning, in which you correctly use a different verb tense in each sentence.
•Mark each verb used in bold and, in parentheses, identify the specific tense used.

My professor has asked this question, a lot of the students have asked what she means??

is that a serious answer angela?

I am in the financial services business, and have been doing this on my own full-time for 1 year, but have done internships and other work experience in this industry since 2002. My wife’s father has a very successful financial planning practice that he is wanting to slowly sell to me. He currently has about 800 families that he works with along with a large amount of 401(k) and health insurance that he manages. He wants to only work with his top 50 clients which would leave a lot of clients that I could service and work with. In other words an immediate client base plus I will get 20% of whatever business he produces to insure that I stick around. This would double my income next year and more than double it in coming years. I am good at what I do, but having an established clientele base would be huge for my career. My concerns are living close to family and having potential problems down the road with him and having a falling out. Any advice?

All reservations can be solved in a contractual agreement. That is what they are for.

Predict all possible problems in the future and write up a contract that will protect you both in case they happen.