A certified financial planner, or CFP, must have three years of experience advising, investing and planning, in addition to a bachelor’s degree. Learn about the CFP exam that certified financial planners must pass with help from a portfolio manager in this free video on financial planning. Expert: Gregory Bramwell-Smith Bio: Gregory Bramwell-Smith is the relationship…

Read More

In order to become a money manager, a person must have experience in the market, and she also needs a series 7 stockbroker license. Find out how a CFP or CFA designation can help a money manager’s credibility with help from a portfolio manager in this free video on financial planning. Expert: Gregory Bramwell-Smith Bio:…

Read More

Financial planners typically work in the insurance industry, the mortgage industry or real estate, but some are general practitioners. Discover the benefits of financial planners having a broad base of knowledge with help from a financial strategist and consultant in this free video on financial planner jobs. Expert: Ted Schmidt Contact: www.flgus.com Bio: Ted Schmidt…

Read More

The earnings for an actuary are varied, but they usually start with a salary of around $50,000, and highly trained actuaries can make as much as $250,000 a year. Discover how experience and longevity can affect an actuary’s salary with help from a portfolio manager in this free video on financial planning. Expert: Gregory Bramwell-Smith…

Read More

The IRS requires proper records like a receipt, canceled check or investment statement for all cash donations under 250 dollars. Avoid an brutal IRS tax audit with proper book donation bookkeeping with tips from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a financial planner for Asti…

Read More

Actuaries usually work within an insurance environment because they are highly skilled in mathematics and finance. Learn about alternative places where actuaries work to calculate risk with help from a portfolio manager in this free video on financial planning. Expert: Gregory Bramwell-Smith Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates. Filmmaker:…

Read More

Money market accounts can be liquidated, but make sure there is a secure financial plan before transferring funds. Find out more about money mark account liquidity with tips from a registered financial consultant in this free video on financial planning. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with…

Read More

http://iiagroup.biz Choosing the right investment advisor. Host Tami Simpson, president and founder of Insured Investments Advisors Group delivers sound investment advice for retirees. Trying to decide if annuities, 401K, IRA, the Stock Market, Mutual Funds, Real Estate or other investment plan or strategy is right for you is what an expert retirement financial planner will…

Read More

The primary duty of a financial planner is to look at the assets of their clients in order to act in the clients’ best interests. Find out how a financial planner can help a person achieve their goals with help from a portfolio manager in this free video on financial planning. Expert: Gregory Bramwell-Smith Bio:…

Read More