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About 43 results for "proficient financial planners"

Dad, Be a Financial Superman to Your Kids

CFP Board Consumer Advocate Offers Tips on Teaching Kids How Money Works 10:00 ET from Certified Financial Planner Board of Standards, Inc. WASHINGTON, June 15, 2016 /PRNewswire-USNewswire/ -- Every dad wants to be a superhero to his children. PR Newswire, 1 month ago

Finance sector needs skills

Regulators and financial companies yesterday said elevating professional proficiency is becoming more important as the sector faces unprecedented challenges nationally and worldwide. Financial Supervisory Commission Vice Chairman Kuei Hsien-nung ...
 Taipei Times Online1 week ago

Evaluating a Financial Advisor's Qualifications

By Stephen Hart Learn more about Stephen on NerdWallet's Ask an Advisor About a year ago, the CFP Board — the Certified Financial Planner designation's certification-granting and standard-setting association — began running commercials to ...
 Austin American Statesman1 month ago

Changes in Saudi Arabia should come from within

Despite lingering scepticism from some corners, the international financial sector seems to be fully buying into Saudi Arabia's sweeping new plans for economic diversification. Investment banks including HSBC, JP Morgan, and most recently Citigroup ...
 Daily Times1 month ago

Who's the Boss?

The traditional manager who is a planner, visionary, and master of delegation, rather than a co-collaborator, may be becoming less common. In fact, Zappos CEO Tony Hsieh recently fast-tracked the company's elimination of its managers as it continues ...
 Training1 week ago

The silver lining to licensing for accountants

Rather than view their licensing fees as a grudge purchase from which there is no financial return, accountants should use this as an opportunity to review their fee model and the provision of new services. Introduction Presently, there's a ...
 PublicAccountant1 week ago

Tool provides institutions with guide to plan, implement CBE programs

The Competency-Based Education Network (C-BEN) today released an interactive CBE Design Planner tool that allows institutions to plan for designing, developing and scaling high-quality competency-based education (CBE) programs capable of serving ...
 University Business1 month ago

Disaster Planning for California Hospitals Driving readiness in dynamic times

Register now September 19 21, 2016 Sacramento, CA Overview You know the drill — get ready, stay ready. Hospitals face the formidable challenge of preparing for the unexpected. With the global increase in dangerous threats — as well as the ...
 California Hospital Association1 month ago

Proposed advisor regs too far-reaching, say industry experts

It seems like every few weeks, another body releases a consultation paper about the financial industry so youre forgiven if you haven't been keeping track. Last week was the deadline for comments on the Ontario government's second consultation ...
 Advisor.ca1 month ago

Advisors: Use These Tactics to Win Gen X Clients

Financial advisors today have several generations of clients that they can market to: the elderly, Baby Boomers , Generation X and Millennials . But Gen X prospects often get overlooked by financial advisors, many of whom are focused on marketing to ...
 Investopedia1 month ago
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