'Financial planners' presentation slideshows

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895 views • 58 slides

Department of Economics and Finance City University of Hong Kong

Department of Economics and Finance City University of Hong Kong. Presented by : Coordinator of Undergraduate Programs: Dr. Fred Kwan. EF Majors and Minors. EF website. Three EF majors BBA ( Hons ) Business Economics BBA ( Hons ) Finance (two streams) Finance

863 views • 57 slides

613 views • 49 slides

CHAPTER 2: YOUR FINANCIAL STATEMENTS AND PLANS

CHAPTER 2: YOUR FINANCIAL STATEMENTS AND PLANS Mapping Out Your Financial Future Financial planning facilitates: Greater wealth Financial security Attainment of financial goals Financial plans, budgets and statements facilitate financial planning!

699 views • 48 slides

Finance

Finance. Fisher College of Business Undergraduate Specialization. Overview. What is Finance? Preparation Finance at Fisher Finance Job Titles and Companies Finance Internships Professional Certifications Graduate School and Professional Options Finance Salaries and Outlook

684 views • 40 slides

425 views • 36 slides

Chapter 31 On the Job

2.05k views • 33 slides

Global Business & Personal Financial Services

Global Business & Personal Financial Services. Peter Flavel General Manager, Business & Personal Financial Services. www.national.com.au. Disclaimer.

371 views • 26 slides

Estate Planning Presentation probatewilllawyersaustralia

374 views • 26 slides

From First Encounter to Future Funder

381 views • 25 slides

Pensions Delivery Case Study

Pensions Delivery Case Study. Tony Lally CEO, Sunsuper 30 October 2007. Rotman / ICPM / Netspar Maastricht University Discussion Forum. Superannuation in Australia. A$1,150bn in assets Four major segments Industry funds Retail funds/Mastertrusts Self-managed funds (<5 members)

344 views • 24 slides

The Merrill Rule: A Legal Perspective

The Merrill Rule: A Legal Perspective. Neal E. Sullivan Partner Bingham McCutchen LLP and David Bellaire General Counsel Financial Services Institute. Brief History of the Merrill Rule. Compensation limited to transaction-based commissions

522 views • 23 slides

May 16 th , 2:00 to 3:30 p.m. ET Lyle Benson, Chris Benson, Michael Goodman, Andrea Millar

319 views • 19 slides

Advanced Diploma of Financial Planning

Advanced Diploma of Financial Planning. INTRODUCTION. This Presentation provides an introduction to the contemporary financial planning environment.

250 views • 14 slides

284 views • 12 slides

Wikinvest

Wikinvest. (Yuting) Samantha Lu June 03, 2010. ISM 158. Why was it created?. Problem was how do users who want to track spendings /savings for their stocks or taxes do it easily instead of manually like the other sites available ?

182 views • 10 slides

When to Take Social Security: It Pays to Wait Train-the-Trainer Toolkit

When to Take Social Security: It Pays to Wait Train-the-Trainer Toolkit. Kristen Arnold National Academy of Social Insurance www.nasi.org. Contact info: 202-452-8097 karnold@nasi.org. Outline for Today. Importance of Social Security and impact of claiming decisions

197 views • 9 slides

Well-being at Allianz Life

860 views • 6 slides

Financial planner Sydney

Everyone requires financial guidance at some point in their lives and we are here to guide you based on your needs.

138 views • 5 slides

Brian Linnekens helps you select a financial adviser

Outside financial advice is important, particularly, with regard to well-known businesses. Even so, financial agents have a blended status within the market for their professional services offered feels Brian Linnekens. There exists pool of financial advisers in the market but a lot of these are generally better known for their useful suggestions.

155 views • 4 slides