Financial planner

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    Financial Planner A financial planner or personal financial planner is a professional who prepares financial plans for people. Managing cash flow, retirement plans, investment strategies, financial risk, insurance policies, tax, estate and business succession plans are the criteria or area of expertise of a financial planner. Role of a financial planner is to optimize the revenue of his client by structuring some brilliant, cost effective strategies. It often happens that people confuse financial planners with stockbrokers. Financial planners are way different than these brokers as a matter of fact they also differ from the guy who helps you in lowering your tax bill – called an accountant. Insurance agents might allure you in with complicated…

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    Financial planning is the process of implementing financial strategies and concepts in a coordinated and integrated manner, in order to uniquely address an individual’s financial needs, goals and concerns. Financial planning, in broad terms, encompasses cash flow and budgeting needs, protection planning concerns relating to life insurance, disability coverage and health care, investment planning and asset management, tax planning, retirement planning and estate planning. The process of financial…

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    Financial planning is important, simply because financial issues affect our lives greatly. Unfortunately, there aren’t many classes available in our primary or secondary education that teach us about personal financial planning. So there is a need for financial literacy at all levels. Dealing with financial issues is a process that lasts a lifetime. It is not a one-time event. No matter where we are in the cycle of life – just starting out, somewhere in the middle, or approaching retirement -…

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    Accounting Major Essay

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    24 semester hours of accounting courses, including auditing, financial accounting, and management accounting and taxation. Students must also complete an additional 24 semester hours of business courses, which cannot include more than 6 hours of accounting courses (and also not included in the 24 hours of accounting courses). Principles or introductory courses such as your freshman year financial accounting course will not qualify for the 48 required hours of accounting and business courses.…

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    Financial Planning Essay

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    QUESTION 1 Regulatory Framework of the Financial Planning Industry 1) “If a financial adviser is to give appropriate advice, they require a good knowledge of Corporate Law.” Discuss. Answer: There are a couple of aspects that require a financial planner to know about corporate law in detail. Firstly, as financial planners are running a business they have a responsibility to follow and comply with the rules and regulation under Corporations act to ensure that the firms are fulfilling its duties…

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    Harland Bartholomew is one of the original municipal planners that influenced the city planning profession from 1914 to present day. Bartholomew’s influence and notability in city planning has three distinct areas (Lovelace, 1993). These three areas include the education of planning professionals, civil service at both the city and national level, and his private practice and advancement of a systematic comprehensive plan (Lovelace, 1993). These three areas tell a story of an individual that had…

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    As a planner while making a comprehensive plan for it is of utmost importance that plan is to be prepared according to the requirements and needs of the area. The primary concern is to provide and develop such a plan which people of that area will acknowledge and accept it. Thus over the time authorities have been trying to put emphasis on public participation as a major component for planning process. This participation comes in various forms, out of which the surveys and community meetings…

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    As a mature aged student studying via distance education, it can sometimes be difficult to self-manage and find a healthy balance between life, work and study. Additionally, information overload can prove overwhelming, hindering proper memory retention, after having been out of the learning environment for numerous years. Discovering what strategies work best is an individual process of trial, error and re-evaluation. The time management and learning strategies I will explore to counteract these…

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    1. Please explain why you wish to pursue a career at Bloomberg I really enjoy a vibrant and fast-paced lifestyle, as well as international exposure. Through my experience at Franklin Covey talking to people and using computers as a top sales representative, I can contribute to your company by increasing client satisfaction with my knowledge in business, business analytics, computers, and languages. My time spent at Intel, Johnson and Johnson Medical, and the MBA supports me to be successful at…

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    Harland Bartholomew name might be not as widely known as Ebenezer Howard, Jane Jacobs, or Robert Moses, but it can be argued that he is just as important to how city planners are impacted today through his theories and methods. Bartholomew was a city planner that lived from 1889 to 1989 (Lovelace, 1993). He was one of the original municipal planners and has influenced city planning profession from 1914 to present day. Bartholomew’s influence and notability in city planning has three distinct…

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