'Certified financial planner cfp' presentation slideshows

Learning Goals

Learning Goals. LG1 Define finance and the managerial finance function. LG2 Describe the legal forms of business organization. LG3 Describe the goal of the firm, and explain why maximizing the value of the firm is an appropriate goal for a business. Learning Goals (cont.).

499 views • 49 slides

What is Finance?

395 views • 37 slides

SIG Investment Meeting April 20,2010 Financial Advisors

SIG Investment Meeting April 20,2010 Financial Advisors. Who are they? They go by various titles if they are not certified: Financial advisor (adviser) Financial Analyst Financial Consultant Financial Planner Investment Consultants

470 views • 18 slides

Choosing a Financial Planner

142 views • 14 slides

Factors to Consider When Selecting Your Next Financial Planner

The significance of getting a reliable financial planner cannot be overlooked if you genuinely want to better your finances. Having aproper guidance is key to financial freedom, especially when it comes to critical decision making on how to manage your money and save on taxes.

82 views • 7 slides