On September 13, 2008, hundreds of DC-area residents gathered at CFP Board’s free Financial Planning Clinic to meet one-on-one with over a hundred volunteer CERTIFIED FINANCIAL PLANNERâ„¢ professionals to discuss their personal finance questions, concerns and interests free of charge, with no strings attached Duration : 0:3:10

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 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

The cost of capital is directly linked to potential gain because it helps companies stay in business. Discover more about the cost of capital 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 outstanding sales…

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

Courses for certified financial planners are the classes that are taken in preparation for the CFP exam, and they can be taken in person or online. Learn about the subject matter covered in most certified financial planner courses, such as helping people with their investment ideas, with help from a financial strategist and consultant in…

Read More