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…

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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:…

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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…

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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:…

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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…

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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:…

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http://www.MarottaOnMoney.com/V060 for free white papers, newsletters and more information An overwhelming number of failed marriages cite financial troubles as a major factor in their breakup. This is no surprise because the way we use our time and money reflects our values. Without a strong set of shared values, marriages drift apart. But, dealing with finances…

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For example Columbia University, Harvard, Dartmouth have the plan of giving free tuition to students who’s parents make less than 60,000 dollars a year. How much financial aid a university awards its students depends on the tuition costs, the family’s estimated contribution, and the money the university has available. The schools that you listed have…

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Religion can have an impact for financial planners in that it can provide a level of assurance to clients that someone is looking out for their best interests. Find out why it’s important for people to let go of the idea of control when it comes to finances with help from a financial strategist and…

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