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Posts Tagged ‘work experience’
September 15th, 2008
(Money Manager) - Interviewing an advisor is a good step to take because the advisor you choose will affect your financial future. Consider interviewing an advisor, or several advisors, before making a final decision. Make appointments for interviewing the advisor.
Make a list of questions to ask when interviewing an advisor.
Think about what you are looking for and ask relevant questions when interviewing an advisor. Consider the following questions when interviewing and advisor.
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Tags: asking this question, cfa, competence, credibility, disciplinary actions, disclosures, final decision, financial future, insurance records, investment advisor representative, investment goals, mentor, midas touch, nasd broker check, registered investment advisor, registered investment advisor ria, relevant questions, risk analysis, stock brokers, work experience
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| Posted in Personal Finance, Strategies |
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September 5th, 2008
(Money Manager) - This fellowship is offered by the Conference of Consulting Actuaries. The candidate must be working either as an actuarial consultant, a government actuary, and Enrolled Actuary, an insurance actuary, or a teacher of actuarial sciences.
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Tags: acas, actuarial consultant, actuarial sciences, actuarial work, asa, cca, conference of consulting actuaries, designation, enrolled actuary, fsa, government actuary, insurance, six years, work experience
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| Posted in Definitions & Designations |
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September 1st, 2008
(Money Manager) - This designation is offered by the American Academy of Financial Management.
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Tags: american academy, asset manager, code of ethics, college degree, continuing education, cpa, designation, education course, education credit, financial management, least five years, mba, phd, rfs, work experience
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| Posted in Definitions & Designations |
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September 1st, 2008
(Money Manager) - This designation is offered by the International Association of Qualified Financial Planners.
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Tags: certified financial planner, chartered financial consultant, code of ethics, code of ethics and professional conduct, continuing education, designation, designations, financial services, master of science, personal financial specialist, qfp, qualified financial planners, science ms, work experience
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| Posted in Definitions & Designations |
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September 1st, 2008
(Money Manager) - This designation is offered by the Conference of Consulting Actuaries. A member can be either a fellow or an associate, depending on the years of work experience and other designations obtained.
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