Financial planner

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  • How to read a financial report? An annual report is unfamiliar terrain to many people. For those who are not accountants, analysts or financial planners, this booklet can help them to better understand such reports and possibly become more informed investors.

    pdf53p pretty7 29-08-2010 190 129   Download

  • Learning outcomes in this chapter: Identify the benefits of using personal financial planning techniques to manage your finances; describe the personal financial process and define your goals; explain the life cycle of financial plans, the role they play in achieving your financial goals, how to deal with special planning concerns, and the use of professional financial planners;...

    ppt23p estupendo2 12-08-2016 8 2   Download

  • The objective of this book is to help financial planners improve their spreadsheet skills by providing a structured approach to developing spreadsheets for forecasting, financial planning and budgeting applications. The book assumes that the reader is familiar with the basic operation of Excel and is not intended for beginners. The book has been divided into four parts covering the areas of spreadsheet design for all types of planning, forecasting, business planning and budgeting.

    pdf199p duypha 04-08-2009 287 174   Download

  • This book is dedicated to the many students we have taught over the years, whose thought-provoking questions led us to rethink what we had learned as graduate students. For all such questioning minds, we offer the research efforts of scholars around the world who have come to the conclusion that uncertainty can be decomposed into a risk component and a reward component; that all uncertainty is not bad.

    pdf282p orchid_1 28-09-2012 34 8   Download

  • In time of crisis, one is looking for an edge over competition. During the last three years, the number of candidates registering for various certifications has exploded. If you are planning to enter the finance industry or try to give a boost to your career, this article will help you to choose the right designation. For people not familiar with finance professional designations, before registering, generally you have some requirements.

    pdf0p namde04 03-05-2013 15 5   Download

  • Investment professionals offer a variety of services at a variety of prices. It pays to comparison shop. You can get investment advice from most financial institutions that sell investments, including brokerages, banks, mutual funds, and insurance com- panies. You can also hire a broker, an investment adviser, an ac- countant, a financial planner, or other professional to help you make investment decisions.

    pdf0p machuavo 19-01-2013 13 2   Download

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