-
What is Financial Planning
This video explains What is Financial Planning in a Simple Way. Financial Planning Ratios, Concept of Insurance, Investing and Cash Flow is explained in this 3 min video. Now Financial Planning can be simply understood.
published: 01 Feb 2012
-
Financial Planners Explained in 3 Minutes
Financial planners help their clients navigate the volatility of financial markets, plan for retirement, and crush their money goals.
If making large financial decisions overwhelms you or you worry you aren’t making the right choices, it might be time to get an objective opinion.
A financial planner can help steer you in the right direction if you are learning how to invest, plan for retirement, or need general guidance on allocating your financial resources.
A financial planner is a financial professional who helps you make sense of your finances. They can help you assess your current financial situation and plan your future financials.
Unfortunately, financial planners aren’t just a one-size-fits-all approach. Some financial planners focus on investments, others on taxes, and some o...
published: 23 Oct 2022
-
Your Ultimate Financial Plan in 10 minutes
Try Brilliant for free for 30 days and get a 20% discount on the annual premium membership https://brilliant.org/Nischa
Download my FREE ‘Road to Wealth’ cheat sheet https://nischa.me/cheatsheet
In this video I walk you through all steps needed to achieve your financial goals, including buying a home and retiring early
MY FAVOURITE STUFF:
📈 Free share worth up to £100 (enter promo code 'NISCHA'): https://nischa.me/trading212
📊 Welcome bonus of up to £50 when you invest at least £100 https://nischa.me/investengine
💻 Productivity Tool - Notion https://nischa.me/notion/
📚 Read more books - Shortform https://shortform.com/nischa
🎵 How I Found Perfect Sounds - Epidemic https://nischa.me/epidemic
PRODUCTS I USE & BOOKS I READ:
UK - https://www.amazon.co.uk/shop/nischa.me
US - https://www...
published: 23 Jun 2024
-
Financial Advisor Answers Money Questions From Twitter 💰| Tech Support | WIRED
Kevin L. Matthews II, author and financial educator, answers questions from twitter about money and spending. Are we going into a recession? How is a credit score calculated? How soon do you need to start saving for retirement? Is our tax system rigged for the rich? Is cyrpto worth investing in? Kevin answers all these questions and much more!
Still haven’t subscribed to WIRED on YouTube? ►► http://wrd.cm/15fP7B7
Listen to the Get WIRED podcast ►► https://link.chtbl.com/wired-ytc-desc
Want more WIRED? Get the magazine ►► https://subscribe.wired.com/subscribe/splits/wired/WIR_YouTube?source=EDT_WIR_YouTube_0_Video_Description_ZZ
Follow WIRED:
Instagram ►►https://instagram.com/wired
Twitter ►►http://www.twitter.com/wired
Facebook ►►https://www.facebook.com/wired
Get more ...
published: 22 Sep 2022
-
When Should I Hire a Financial Advisor?
💵 Create Your Free Budget! Sign up for EveryDollar ⮕ https://ter.li/6h2c45
📱Download the Ramsey Network App ⮕ https://ter.li/ajeshj
🛒 Visit The Ramsey Store ⮕ https://ter.li/7vyom2
📞 Have a question for the show? Call 888-825-5225 weekdays from 2-5 pm ET or send us a message https://ter.li/n88ly5
Explore More Shows from Ramsey Network:
🎙️ The Ramsey Show ⮕ https://ter.li/ng9950
🍸 Smart Money Happy Hour ⮕ https://ter.li/9gcp3d
🧠 The Dr. John Delony Show ⮕ https://ter.li/2u3mc0
💰 George Kamel ⮕ https://ter.li/1elws8
💡 The Rachel Cruze Show ⮕ https://ter.li/n2u6jc
💼 The Ken Coleman Show - Highlights ⮕ https://ter.li/1rbjr2
📈 EntreLeadership ⮕ https://ter.li/ktxv2k
Ramsey Solutions Privacy Policy
https://www.ramseysolutions.com/company/policies/privacy-policy
published: 11 Apr 2021
-
Do you have enough saved for retirement? | Amyr Rocha Lima | TEDxKingstonUponThames
Amyr Rocha Lima delves into the essence of retirement planning, challenging you to define what 'the good life' means to you and find out how much money you need to achieve it. With a mix of personal anecdotes and practical strategies, this talk empowers you to clarify your values, goals, and priorities — so that you can be intentional about creating your financial future.
Amyr Rocha Lima is a multi-award-winning financial planner who helps successful professionals reduce taxes, invest smarter and retire on their terms. He is the Managing Director of Strategic Wealth Partners, a financial planning practice based in Kingston upon Thames, serving clients throughout the UK. Amyr is also a Non-Executive Director of the Chartered Institute for Securities & Investment (CISI) and the Chairman of...
published: 02 May 2024
-
Financial Advisor CAREER 2023
Being a Financial Advisor was a very rewarding, demanding, and amazing part of my life. For me, it was worth it and the financial advisor career path was a really good fit for my skillset. However, after following the same advice I gave my clients, my wife and I lived below our means, accomplished many financial goals, and I decided to pivot my career for a third time. I get more personal about it here: https://youtu.be/J7xmmvTAms8
I enjoyed meeting so many people over my 8+ years as a financial advisor and do recommend it if you have the right personality and financial management skills to get you through the 'rough patches' before your successes take shape financially. However, I believe there is a growing trend where people are realizing how much they are spending on financial adv...
published: 24 Jun 2023
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How to Become a CFP professional? What is a Certified Financial Planner?
What is the difference between a CFP® Professional or CERTIFIED FINANCIAL PLANNER™ and a Financial Advisor, Broker, Insurance Agent, Registered Representative, Financial Planner or Financial Consultant?
In this video, we'll be talking about what a CERTIFIED FINANCIAL PLANNER™ Professional is. We'll also be discussing the difference between a financial advisor and a CERTIFIED FINANCIAL PLANNER™. Finally, we'll give you a few tips on how to become a CERTIFIED FINANCIAL PLANNER™.
If you're looking for information about becoming a CERTIFIED FINANCIAL PLANNER™ this video is for you! Colin Exelby, CFP® discusses what it is and what qualifications are required to become one. We'll also discuss the importance of a financial plan and what benefits you can expect from having one. If you're curiou...
published: 30 Apr 2019
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Live Webinar - CFP Certification: Your Blueprint for Career Success in Financial Planning
Speaker: Teena Rawal, Head of Strategic Alliances, FPSB India (MBA)
January 17, 2025, 4:00-6:00 PM
About the webinar
Boost your career in finance with the prestigious CERTIFIED FINANCIAL PLANNING (CFP)® certification. Our insightful webinar will show you how the CFP certification can transform your career prospects, providing a deeper understanding of the program’s benefits, career advancement strategies, and essential skills for success in financial planning.
Join Ms. Teena Rawal, Head of Strategic Alliances, FPSB India (MBA), for an exclusive session exploring the CFP Certification’s intricacies. Ms. Teena will cover key topics, including exam structure and curriculum, qualification requirements, work experience prerequisites, global recognition, and job opportunities available to CF...
published: 17 Jan 2025
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Financial Advisors in 2024 Be Like
Stay alive out there guys 🤝
Hope ya'll enjoyed this video!!
Make sure you subscribe... for the love of God 🙃
Follow me on:
TikTok: @Lando Kalriz
Instagram: @Lando_Kalriz
#comedy #comedyskit #humor #funny #satire #sarcasm #funnyvideos #finance #financialadvisor #economy #finances #stockmarket #financialgoals #comedyvideos #Funnyskit
published: 20 Feb 2024
3:13
What is Financial Planning
This video explains What is Financial Planning in a Simple Way. Financial Planning Ratios, Concept of Insurance, Investing and Cash Flow is explained in this 3 ...
This video explains What is Financial Planning in a Simple Way. Financial Planning Ratios, Concept of Insurance, Investing and Cash Flow is explained in this 3 min video. Now Financial Planning can be simply understood.
https://wn.com/What_Is_Financial_Planning
This video explains What is Financial Planning in a Simple Way. Financial Planning Ratios, Concept of Insurance, Investing and Cash Flow is explained in this 3 min video. Now Financial Planning can be simply understood.
- published: 01 Feb 2012
- views: 82662
3:47
Financial Planners Explained in 3 Minutes
Financial planners help their clients navigate the volatility of financial markets, plan for retirement, and crush their money goals.
If making large financia...
Financial planners help their clients navigate the volatility of financial markets, plan for retirement, and crush their money goals.
If making large financial decisions overwhelms you or you worry you aren’t making the right choices, it might be time to get an objective opinion.
A financial planner can help steer you in the right direction if you are learning how to invest, plan for retirement, or need general guidance on allocating your financial resources.
A financial planner is a financial professional who helps you make sense of your finances. They can help you assess your current financial situation and plan your future financials.
Unfortunately, financial planners aren’t just a one-size-fits-all approach. Some financial planners focus on investments, others on taxes, and some on helping clients make sense of their current finances, including getting out of debt.
No matter your reason for using a financial planner, they all work as fiduciaries. They operate in your best interest and not to secure higher commissions for themselves.
They help you get from where you’re at to where you want to be financially by setting goals and showing you the steps to reach them.
Here are a few examples of how financial planners can help:
● Saving for retirement
● Saving for college
● Buying a house
● Minimizing your tax liability
● Estate Management
Like any service, always know what they charge before you agree to use their services. Financial planners charge for their services, but usually in different ways, including:
● Percentage of assets under management
● Flat fee
● Per hour
● Quarterly fee
As you can see, working with a financial planner can often times be confusing. This video will help you understand how financial planners work, their fees, and so much more.
Timestamps:
0:00 Financial Planners 101
1:04 What Financial Planners Can Help You With
1:24 Financial Planner Fees and Expenses Analyzed
1:30 Robo-Advisors
1:58 Online Financial Planning Services
2:17 Local Financial Planners
2:40 Is It Safe to Work with a Financial Planner?
2:54 How to Choose a Financial Planner
3:30 Quick Recap
Don't forget to follow us on Instagram - @SimpleMoneyLyfe
https://www.instagram.com/simplemoneylyfe/
DISCLAIMER:
SimpleMoneyLyfe is not a financial adviser. The information provided in this video is for general information only and should not be taken as professional advice. There are risks involved with stock market investing, and consumers should not act upon the content or information found here without first seeking advice from an accountant, financial planner, lawyer, or other professional. SimpleMoneyLyfe is not liable for any loss incurred, arising from the use of, or reliance on, the information provided by this video.
#money #investing #financialplanning #finance #personalfinance
https://wn.com/Financial_Planners_Explained_In_3_Minutes
Financial planners help their clients navigate the volatility of financial markets, plan for retirement, and crush their money goals.
If making large financial decisions overwhelms you or you worry you aren’t making the right choices, it might be time to get an objective opinion.
A financial planner can help steer you in the right direction if you are learning how to invest, plan for retirement, or need general guidance on allocating your financial resources.
A financial planner is a financial professional who helps you make sense of your finances. They can help you assess your current financial situation and plan your future financials.
Unfortunately, financial planners aren’t just a one-size-fits-all approach. Some financial planners focus on investments, others on taxes, and some on helping clients make sense of their current finances, including getting out of debt.
No matter your reason for using a financial planner, they all work as fiduciaries. They operate in your best interest and not to secure higher commissions for themselves.
They help you get from where you’re at to where you want to be financially by setting goals and showing you the steps to reach them.
Here are a few examples of how financial planners can help:
● Saving for retirement
● Saving for college
● Buying a house
● Minimizing your tax liability
● Estate Management
Like any service, always know what they charge before you agree to use their services. Financial planners charge for their services, but usually in different ways, including:
● Percentage of assets under management
● Flat fee
● Per hour
● Quarterly fee
As you can see, working with a financial planner can often times be confusing. This video will help you understand how financial planners work, their fees, and so much more.
Timestamps:
0:00 Financial Planners 101
1:04 What Financial Planners Can Help You With
1:24 Financial Planner Fees and Expenses Analyzed
1:30 Robo-Advisors
1:58 Online Financial Planning Services
2:17 Local Financial Planners
2:40 Is It Safe to Work with a Financial Planner?
2:54 How to Choose a Financial Planner
3:30 Quick Recap
Don't forget to follow us on Instagram - @SimpleMoneyLyfe
https://www.instagram.com/simplemoneylyfe/
DISCLAIMER:
SimpleMoneyLyfe is not a financial adviser. The information provided in this video is for general information only and should not be taken as professional advice. There are risks involved with stock market investing, and consumers should not act upon the content or information found here without first seeking advice from an accountant, financial planner, lawyer, or other professional. SimpleMoneyLyfe is not liable for any loss incurred, arising from the use of, or reliance on, the information provided by this video.
#money #investing #financialplanning #finance #personalfinance
- published: 23 Oct 2022
- views: 15570
12:41
Your Ultimate Financial Plan in 10 minutes
Try Brilliant for free for 30 days and get a 20% discount on the annual premium membership https://brilliant.org/Nischa
Download my FREE ‘Road to Wealth’ chea...
Try Brilliant for free for 30 days and get a 20% discount on the annual premium membership https://brilliant.org/Nischa
Download my FREE ‘Road to Wealth’ cheat sheet https://nischa.me/cheatsheet
In this video I walk you through all steps needed to achieve your financial goals, including buying a home and retiring early
MY FAVOURITE STUFF:
📈 Free share worth up to £100 (enter promo code 'NISCHA'): https://nischa.me/trading212
📊 Welcome bonus of up to £50 when you invest at least £100 https://nischa.me/investengine
💻 Productivity Tool - Notion https://nischa.me/notion/
📚 Read more books - Shortform https://shortform.com/nischa
🎵 How I Found Perfect Sounds - Epidemic https://nischa.me/epidemic
PRODUCTS I USE & BOOKS I READ:
UK - https://www.amazon.co.uk/shop/nischa.me
US - https://www.amazon.com/shop/nischa.me
KEEP IN TOUCH:
🌍 My website - https://nischa.me/
📸 Instagram - https://www.instagram.com/nischa.me/
📱Tiktok - https://www.tiktok.com/@nischa.me
🎥Facebook - https://nischa.me/nischafb
TIMESTAMPS:
00:00 Intro
00:26 Step 1
01:56 Step 2
03:58 Step 3
08:06 Step 4
🧡DISCLAIMERS & DISCLOSURES
This content is for educational and entertainment purposes only. Nischa does not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
This description contains affiliate links that allow you to find the items mentioned in this video and support the channel at no cost to you. Thank you for your support!
*T&C's apply
https://wn.com/Your_Ultimate_Financial_Plan_In_10_Minutes
Try Brilliant for free for 30 days and get a 20% discount on the annual premium membership https://brilliant.org/Nischa
Download my FREE ‘Road to Wealth’ cheat sheet https://nischa.me/cheatsheet
In this video I walk you through all steps needed to achieve your financial goals, including buying a home and retiring early
MY FAVOURITE STUFF:
📈 Free share worth up to £100 (enter promo code 'NISCHA'): https://nischa.me/trading212
📊 Welcome bonus of up to £50 when you invest at least £100 https://nischa.me/investengine
💻 Productivity Tool - Notion https://nischa.me/notion/
📚 Read more books - Shortform https://shortform.com/nischa
🎵 How I Found Perfect Sounds - Epidemic https://nischa.me/epidemic
PRODUCTS I USE & BOOKS I READ:
UK - https://www.amazon.co.uk/shop/nischa.me
US - https://www.amazon.com/shop/nischa.me
KEEP IN TOUCH:
🌍 My website - https://nischa.me/
📸 Instagram - https://www.instagram.com/nischa.me/
📱Tiktok - https://www.tiktok.com/@nischa.me
🎥Facebook - https://nischa.me/nischafb
TIMESTAMPS:
00:00 Intro
00:26 Step 1
01:56 Step 2
03:58 Step 3
08:06 Step 4
🧡DISCLAIMERS & DISCLOSURES
This content is for educational and entertainment purposes only. Nischa does not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
This description contains affiliate links that allow you to find the items mentioned in this video and support the channel at no cost to you. Thank you for your support!
*T&C's apply
- published: 23 Jun 2024
- views: 388891
14:52
Financial Advisor Answers Money Questions From Twitter 💰| Tech Support | WIRED
Kevin L. Matthews II, author and financial educator, answers questions from twitter about money and spending. Are we going into a recession? How is a credit sco...
Kevin L. Matthews II, author and financial educator, answers questions from twitter about money and spending. Are we going into a recession? How is a credit score calculated? How soon do you need to start saving for retirement? Is our tax system rigged for the rich? Is cyrpto worth investing in? Kevin answers all these questions and much more!
Still haven’t subscribed to WIRED on YouTube? ►► http://wrd.cm/15fP7B7
Listen to the Get WIRED podcast ►► https://link.chtbl.com/wired-ytc-desc
Want more WIRED? Get the magazine ►► https://subscribe.wired.com/subscribe/splits/wired/WIR_YouTube?source=EDT_WIR_YouTube_0_Video_Description_ZZ
Follow WIRED:
Instagram ►►https://instagram.com/wired
Twitter ►►http://www.twitter.com/wired
Facebook ►►https://www.facebook.com/wired
Get more incredible stories on science and tech with our daily newsletter: https://wrd.cm/DailyYT
Also, check out the free WIRED channel on Roku, Apple TV, Amazon Fire TV, and Android TV.
ABOUT WIRED
WIRED is where tomorrow is realized. Through thought-provoking stories and videos, WIRED explores the future of business, innovation, and culture.
https://wn.com/Financial_Advisor_Answers_Money_Questions_From_Twitter_💰|_Tech_Support_|_Wired
Kevin L. Matthews II, author and financial educator, answers questions from twitter about money and spending. Are we going into a recession? How is a credit score calculated? How soon do you need to start saving for retirement? Is our tax system rigged for the rich? Is cyrpto worth investing in? Kevin answers all these questions and much more!
Still haven’t subscribed to WIRED on YouTube? ►► http://wrd.cm/15fP7B7
Listen to the Get WIRED podcast ►► https://link.chtbl.com/wired-ytc-desc
Want more WIRED? Get the magazine ►► https://subscribe.wired.com/subscribe/splits/wired/WIR_YouTube?source=EDT_WIR_YouTube_0_Video_Description_ZZ
Follow WIRED:
Instagram ►►https://instagram.com/wired
Twitter ►►http://www.twitter.com/wired
Facebook ►►https://www.facebook.com/wired
Get more incredible stories on science and tech with our daily newsletter: https://wrd.cm/DailyYT
Also, check out the free WIRED channel on Roku, Apple TV, Amazon Fire TV, and Android TV.
ABOUT WIRED
WIRED is where tomorrow is realized. Through thought-provoking stories and videos, WIRED explores the future of business, innovation, and culture.
- published: 22 Sep 2022
- views: 1119471
6:31
When Should I Hire a Financial Advisor?
💵 Create Your Free Budget! Sign up for EveryDollar ⮕ https://ter.li/6h2c45
📱Download the Ramsey Network App ⮕ https://ter.li/ajeshj
🛒 Visit The Ramsey Store ⮕...
💵 Create Your Free Budget! Sign up for EveryDollar ⮕ https://ter.li/6h2c45
📱Download the Ramsey Network App ⮕ https://ter.li/ajeshj
🛒 Visit The Ramsey Store ⮕ https://ter.li/7vyom2
📞 Have a question for the show? Call 888-825-5225 weekdays from 2-5 pm ET or send us a message https://ter.li/n88ly5
Explore More Shows from Ramsey Network:
🎙️ The Ramsey Show ⮕ https://ter.li/ng9950
🍸 Smart Money Happy Hour ⮕ https://ter.li/9gcp3d
🧠 The Dr. John Delony Show ⮕ https://ter.li/2u3mc0
💰 George Kamel ⮕ https://ter.li/1elws8
💡 The Rachel Cruze Show ⮕ https://ter.li/n2u6jc
💼 The Ken Coleman Show - Highlights ⮕ https://ter.li/1rbjr2
📈 EntreLeadership ⮕ https://ter.li/ktxv2k
Ramsey Solutions Privacy Policy
https://www.ramseysolutions.com/company/policies/privacy-policy
https://wn.com/When_Should_I_Hire_A_Financial_Advisor
💵 Create Your Free Budget! Sign up for EveryDollar ⮕ https://ter.li/6h2c45
📱Download the Ramsey Network App ⮕ https://ter.li/ajeshj
🛒 Visit The Ramsey Store ⮕ https://ter.li/7vyom2
📞 Have a question for the show? Call 888-825-5225 weekdays from 2-5 pm ET or send us a message https://ter.li/n88ly5
Explore More Shows from Ramsey Network:
🎙️ The Ramsey Show ⮕ https://ter.li/ng9950
🍸 Smart Money Happy Hour ⮕ https://ter.li/9gcp3d
🧠 The Dr. John Delony Show ⮕ https://ter.li/2u3mc0
💰 George Kamel ⮕ https://ter.li/1elws8
💡 The Rachel Cruze Show ⮕ https://ter.li/n2u6jc
💼 The Ken Coleman Show - Highlights ⮕ https://ter.li/1rbjr2
📈 EntreLeadership ⮕ https://ter.li/ktxv2k
Ramsey Solutions Privacy Policy
https://www.ramseysolutions.com/company/policies/privacy-policy
- published: 11 Apr 2021
- views: 240174
14:37
Do you have enough saved for retirement? | Amyr Rocha Lima | TEDxKingstonUponThames
Amyr Rocha Lima delves into the essence of retirement planning, challenging you to define what 'the good life' means to you and find out how much money you need...
Amyr Rocha Lima delves into the essence of retirement planning, challenging you to define what 'the good life' means to you and find out how much money you need to achieve it. With a mix of personal anecdotes and practical strategies, this talk empowers you to clarify your values, goals, and priorities — so that you can be intentional about creating your financial future.
Amyr Rocha Lima is a multi-award-winning financial planner who helps successful professionals reduce taxes, invest smarter and retire on their terms. He is the Managing Director of Strategic Wealth Partners, a financial planning practice based in Kingston upon Thames, serving clients throughout the UK. Amyr is also a Non-Executive Director of the Chartered Institute for Securities & Investment (CISI) and the Chairman of CISI's Financial Planning Forum. This talk was given at a TEDx event using the TED conference format but independently organized by a local community. Learn more at https://www.ted.com/tedx
https://wn.com/Do_You_Have_Enough_Saved_For_Retirement_|_Amyr_Rocha_Lima_|_Tedxkingstonuponthames
Amyr Rocha Lima delves into the essence of retirement planning, challenging you to define what 'the good life' means to you and find out how much money you need to achieve it. With a mix of personal anecdotes and practical strategies, this talk empowers you to clarify your values, goals, and priorities — so that you can be intentional about creating your financial future.
Amyr Rocha Lima is a multi-award-winning financial planner who helps successful professionals reduce taxes, invest smarter and retire on their terms. He is the Managing Director of Strategic Wealth Partners, a financial planning practice based in Kingston upon Thames, serving clients throughout the UK. Amyr is also a Non-Executive Director of the Chartered Institute for Securities & Investment (CISI) and the Chairman of CISI's Financial Planning Forum. This talk was given at a TEDx event using the TED conference format but independently organized by a local community. Learn more at https://www.ted.com/tedx
- published: 02 May 2024
- views: 344744
12:10
Financial Advisor CAREER 2023
Being a Financial Advisor was a very rewarding, demanding, and amazing part of my life. For me, it was worth it and the financial advisor career path was a rea...
Being a Financial Advisor was a very rewarding, demanding, and amazing part of my life. For me, it was worth it and the financial advisor career path was a really good fit for my skillset. However, after following the same advice I gave my clients, my wife and I lived below our means, accomplished many financial goals, and I decided to pivot my career for a third time. I get more personal about it here: https://youtu.be/J7xmmvTAms8
I enjoyed meeting so many people over my 8+ years as a financial advisor and do recommend it if you have the right personality and financial management skills to get you through the 'rough patches' before your successes take shape financially. However, I believe there is a growing trend where people are realizing how much they are spending on financial advisor fees within their qualified retirement accounts and beginning to learn how to manage their own finances & investments. I'll be talking about financial advisor fees in an upcoming video coming out soon.
Hope you found a nugget or two in this one. Cheers!
—————
Support the channel - random referral links:
➡️ BLENDERS SUNGLASSES: Get $20 off your order of $50 or more: http://rwrd.io/dhqkw4a
➡️ Nice & affordable WATCH STRAPS from StrapsCo: https://strapsco.com/?ref=161
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➡️ STUDENT LOAN REFINANCE WITH SoFi (save $300): https://www.sofi.com/invite/student-loans?gcp=4972425a-bd63-4c92-83ee-7dd55b8dade4&isAliasGcp=false
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➡️ Share this video with a friend: https://youtu.be/BoLpXXKDoig
➡️ Subscribe for more videos: https://www.youtube.com/channel/UCALNmpTTj_wesfLs5gkvklw?sub_confirmation=1
—————
SCHEDULE A FINANCIAL COACHING CALL WITH ME!
🤝 https://bit.ly/KSchollCoaching
—————
MY WEBSITE
👨💻 https://www.kscholl.com
—————
Timestamps / Chapters
—————
Music: Epidemic Sound - I Wanna Go Down (Instrumental Version)
—————
ABOUT ME 👇
I've been involved in people's financial decisions for 15+ years (7 yrs Real Estate experience & 8+ yrs as a former Financial Advisor)...I now bring the financial successes, mistakes, failures, and best financial habits/tips to you through these videos.
My mission is to bring Financial Awareness to the forefront of your daily decisions so you can: improve your quality of life, increase your net worth, and grow upon your financial literacy. My videos are a reflection of my real-world experience as a real estate investor, stock market investor, student of finance, entrepreneur, and of course...my experience as a Former Financial Advisor.
This channel allows me to share my passion for personal finance, stock market investing, real estate investing, and entrepreneurship. I produce content that I would want to watch, and because of that, I give 100% effort in every video that I make. I also believe in complete transparency and open communication with my audience.
Subscribe if you are interested in:
#FinancialPlanning
#Investing
#Solopreneur
DISCLAIMER: I am not a financial adviser or a certified public accountant. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion.
https://wn.com/Financial_Advisor_Career_2023
Being a Financial Advisor was a very rewarding, demanding, and amazing part of my life. For me, it was worth it and the financial advisor career path was a really good fit for my skillset. However, after following the same advice I gave my clients, my wife and I lived below our means, accomplished many financial goals, and I decided to pivot my career for a third time. I get more personal about it here: https://youtu.be/J7xmmvTAms8
I enjoyed meeting so many people over my 8+ years as a financial advisor and do recommend it if you have the right personality and financial management skills to get you through the 'rough patches' before your successes take shape financially. However, I believe there is a growing trend where people are realizing how much they are spending on financial advisor fees within their qualified retirement accounts and beginning to learn how to manage their own finances & investments. I'll be talking about financial advisor fees in an upcoming video coming out soon.
Hope you found a nugget or two in this one. Cheers!
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SCHEDULE A FINANCIAL COACHING CALL WITH ME!
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MY WEBSITE
👨💻 https://www.kscholl.com
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Timestamps / Chapters
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Music: Epidemic Sound - I Wanna Go Down (Instrumental Version)
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ABOUT ME 👇
I've been involved in people's financial decisions for 15+ years (7 yrs Real Estate experience & 8+ yrs as a former Financial Advisor)...I now bring the financial successes, mistakes, failures, and best financial habits/tips to you through these videos.
My mission is to bring Financial Awareness to the forefront of your daily decisions so you can: improve your quality of life, increase your net worth, and grow upon your financial literacy. My videos are a reflection of my real-world experience as a real estate investor, stock market investor, student of finance, entrepreneur, and of course...my experience as a Former Financial Advisor.
This channel allows me to share my passion for personal finance, stock market investing, real estate investing, and entrepreneurship. I produce content that I would want to watch, and because of that, I give 100% effort in every video that I make. I also believe in complete transparency and open communication with my audience.
Subscribe if you are interested in:
#FinancialPlanning
#Investing
#Solopreneur
DISCLAIMER: I am not a financial adviser or a certified public accountant. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion.
- published: 24 Jun 2023
- views: 64538
7:49
How to Become a CFP professional? What is a Certified Financial Planner?
What is the difference between a CFP® Professional or CERTIFIED FINANCIAL PLANNER™ and a Financial Advisor, Broker, Insurance Agent, Registered Representative, ...
What is the difference between a CFP® Professional or CERTIFIED FINANCIAL PLANNER™ and a Financial Advisor, Broker, Insurance Agent, Registered Representative, Financial Planner or Financial Consultant?
In this video, we'll be talking about what a CERTIFIED FINANCIAL PLANNER™ Professional is. We'll also be discussing the difference between a financial advisor and a CERTIFIED FINANCIAL PLANNER™. Finally, we'll give you a few tips on how to become a CERTIFIED FINANCIAL PLANNER™.
If you're looking for information about becoming a CERTIFIED FINANCIAL PLANNER™ this video is for you! Colin Exelby, CFP® discusses what it is and what qualifications are required to become one. We'll also discuss the importance of a financial plan and what benefits you can expect from having one. If you're curious about what a financial planner does or wants to learn more about the difference between a financial advisor and a CERTIFIED FINANCIAL PLANNER™, then this video is for you.
I am a Certified Financial Planner Professional™ or CFP®. See the Forest Through the Trees is a personal finance, health, and wellness blog and YouTube Channel that aims to help you see the bigger picture. My goal is to help you think outside the box about your life, your money and your health to be the best you can possibly be.
★☆★ Find a CFP®★☆★
http://www.letsmakeaplan.org/
★☆★ Subscribe to the Blog Here ★☆★
https://seetheforestthroughthetrees.com
Subscribe to the Channel Here:
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https://wn.com/How_To_Become_A_Cfp_Professional_What_Is_A_Certified_Financial_Planner
What is the difference between a CFP® Professional or CERTIFIED FINANCIAL PLANNER™ and a Financial Advisor, Broker, Insurance Agent, Registered Representative, Financial Planner or Financial Consultant?
In this video, we'll be talking about what a CERTIFIED FINANCIAL PLANNER™ Professional is. We'll also be discussing the difference between a financial advisor and a CERTIFIED FINANCIAL PLANNER™. Finally, we'll give you a few tips on how to become a CERTIFIED FINANCIAL PLANNER™.
If you're looking for information about becoming a CERTIFIED FINANCIAL PLANNER™ this video is for you! Colin Exelby, CFP® discusses what it is and what qualifications are required to become one. We'll also discuss the importance of a financial plan and what benefits you can expect from having one. If you're curious about what a financial planner does or wants to learn more about the difference between a financial advisor and a CERTIFIED FINANCIAL PLANNER™, then this video is for you.
I am a Certified Financial Planner Professional™ or CFP®. See the Forest Through the Trees is a personal finance, health, and wellness blog and YouTube Channel that aims to help you see the bigger picture. My goal is to help you think outside the box about your life, your money and your health to be the best you can possibly be.
★☆★ Find a CFP®★☆★
http://www.letsmakeaplan.org/
★☆★ Subscribe to the Blog Here ★☆★
https://seetheforestthroughthetrees.com
Subscribe to the Channel Here:
★☆★ https://www.youtube.com/channel/UC13s0hQVkEv-azgzhOe8QXA?sub_confirmation=1 ★☆★
➡️ ➡️Thumbnail Design Software⬅️⬅️
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➡️ ➡️Camera ⬅️⬅️
https://www.apple.com/shop/buy-iphone/iphone-8
➡️ ➡️Editing Software ⬅️⬅️
https://www.apple.com/imovie/
- published: 30 Apr 2019
- views: 40150
56:15
Live Webinar - CFP Certification: Your Blueprint for Career Success in Financial Planning
Speaker: Teena Rawal, Head of Strategic Alliances, FPSB India (MBA)
January 17, 2025, 4:00-6:00 PM
About the webinar
Boost your career in finance with the pr...
Speaker: Teena Rawal, Head of Strategic Alliances, FPSB India (MBA)
January 17, 2025, 4:00-6:00 PM
About the webinar
Boost your career in finance with the prestigious CERTIFIED FINANCIAL PLANNING (CFP)® certification. Our insightful webinar will show you how the CFP certification can transform your career prospects, providing a deeper understanding of the program’s benefits, career advancement strategies, and essential skills for success in financial planning.
Join Ms. Teena Rawal, Head of Strategic Alliances, FPSB India (MBA), for an exclusive session exploring the CFP Certification’s intricacies. Ms. Teena will cover key topics, including exam structure and curriculum, qualification requirements, work experience prerequisites, global recognition, and job opportunities available to CFP Certificate professionals.
Key Highlights
Program Modes: Choose from Regular and Fast Track modes to suit your needs.
Study Hours: Discover the required study hours to help you plan your preparation.
Fee Structure: Get the latest information on the fee structure of both the Regular and Fast Track modes.
Exam Structure: Understand the 4 modules and the financial plan assessment to prepare effectively.
Curriculum: Benefit from comprehensive coverage of financial planning topics.
Minimum Qualification: Learn about the eligibility criteria for the CFP Certification.
Prerequisite Work Experience: Find out if any work experience is required to pursue the certification.
Passing Rate: Explore the passing percentage or rate to gauge your preparedness.
Career Opportunities: Unlock various job roles in financial planning, wealth management, and more.
Potential Employers: Enhance your job prospects with top financial advisory firms, banks, wealth management companies, insurers, and AMCs.
Global Recognition: Earn a certification recognized globally across 28 countries as a mark of excellence in financial planning.
Integration with Academic Curriculum: Note that the CFP Certification is part of the Ccurriculums in some Institutes of National Repute.
Why Should You Attend?
This webinar is ideal for anyone seeking to gain valuable insights into the CFP Certification program, including its benefits, exam structure, curriculum, and qualification requirements. You’ll also explore exciting career opportunities and potential employers in financial planning and discover how to leverage the CFP Certification for career advancement.
Who Should Attend?
Financial planners/advisors
Wealth managers
Relationship Manager
People working in Asset Management Company
Professionals seeking career advancement in finance
Students pursuing finance-related courses
Career changers interested in financial planning
Anyone interested in learning about the CFP Certification program
Conclusion and Key Takeaways
By the end of this insightful session, attendees will gain a comprehensive understanding of the CFP Certification program, its benefits, and its transformative impact on career prospects in financial planning. Key takeaways will include understanding the unique value proposition of CFP Certification compared to other finance exams and navigating the CFP Certification journey with clarity and confidence.
Author Profile:
Teena Rawal, Head of Strategic Alliances, FPSB India
Teena is a management graduate from IMS Indore with over 15 years of experience. As regional head of FPSB India, she is involved in planning and executing marketing and business development strategies leading to business growth, creating partnership opportunities, and managing India by creating platforms for higher-level engagement with stakeholders.
Teena has also worked with organizations like ACCA, British Council, NMIMS, ITM group of education, Jaipuria Institute of Management and so on, mainly in marketing and business development. Her decade of experience follows mostly in the educational sector and has a strong understanding of the Indian education market.
She has won four national awards in ‘debate and poetry’ and was also awarded by former president Pratibha Patil for winning four nationals in a row.’
Where: Live on YouTube – https://youtube.com/live/rniIgxqDI_Q?feature=share
Registration Link : https://shop.taxguru.in/taxguru-free-webinar-registration-latest-new/
https://wn.com/Live_Webinar_Cfp_Certification_Your_Blueprint_For_Career_Success_In_Financial_Planning
Speaker: Teena Rawal, Head of Strategic Alliances, FPSB India (MBA)
January 17, 2025, 4:00-6:00 PM
About the webinar
Boost your career in finance with the prestigious CERTIFIED FINANCIAL PLANNING (CFP)® certification. Our insightful webinar will show you how the CFP certification can transform your career prospects, providing a deeper understanding of the program’s benefits, career advancement strategies, and essential skills for success in financial planning.
Join Ms. Teena Rawal, Head of Strategic Alliances, FPSB India (MBA), for an exclusive session exploring the CFP Certification’s intricacies. Ms. Teena will cover key topics, including exam structure and curriculum, qualification requirements, work experience prerequisites, global recognition, and job opportunities available to CFP Certificate professionals.
Key Highlights
Program Modes: Choose from Regular and Fast Track modes to suit your needs.
Study Hours: Discover the required study hours to help you plan your preparation.
Fee Structure: Get the latest information on the fee structure of both the Regular and Fast Track modes.
Exam Structure: Understand the 4 modules and the financial plan assessment to prepare effectively.
Curriculum: Benefit from comprehensive coverage of financial planning topics.
Minimum Qualification: Learn about the eligibility criteria for the CFP Certification.
Prerequisite Work Experience: Find out if any work experience is required to pursue the certification.
Passing Rate: Explore the passing percentage or rate to gauge your preparedness.
Career Opportunities: Unlock various job roles in financial planning, wealth management, and more.
Potential Employers: Enhance your job prospects with top financial advisory firms, banks, wealth management companies, insurers, and AMCs.
Global Recognition: Earn a certification recognized globally across 28 countries as a mark of excellence in financial planning.
Integration with Academic Curriculum: Note that the CFP Certification is part of the Ccurriculums in some Institutes of National Repute.
Why Should You Attend?
This webinar is ideal for anyone seeking to gain valuable insights into the CFP Certification program, including its benefits, exam structure, curriculum, and qualification requirements. You’ll also explore exciting career opportunities and potential employers in financial planning and discover how to leverage the CFP Certification for career advancement.
Who Should Attend?
Financial planners/advisors
Wealth managers
Relationship Manager
People working in Asset Management Company
Professionals seeking career advancement in finance
Students pursuing finance-related courses
Career changers interested in financial planning
Anyone interested in learning about the CFP Certification program
Conclusion and Key Takeaways
By the end of this insightful session, attendees will gain a comprehensive understanding of the CFP Certification program, its benefits, and its transformative impact on career prospects in financial planning. Key takeaways will include understanding the unique value proposition of CFP Certification compared to other finance exams and navigating the CFP Certification journey with clarity and confidence.
Author Profile:
Teena Rawal, Head of Strategic Alliances, FPSB India
Teena is a management graduate from IMS Indore with over 15 years of experience. As regional head of FPSB India, she is involved in planning and executing marketing and business development strategies leading to business growth, creating partnership opportunities, and managing India by creating platforms for higher-level engagement with stakeholders.
Teena has also worked with organizations like ACCA, British Council, NMIMS, ITM group of education, Jaipuria Institute of Management and so on, mainly in marketing and business development. Her decade of experience follows mostly in the educational sector and has a strong understanding of the Indian education market.
She has won four national awards in ‘debate and poetry’ and was also awarded by former president Pratibha Patil for winning four nationals in a row.’
Where: Live on YouTube – https://youtube.com/live/rniIgxqDI_Q?feature=share
Registration Link : https://shop.taxguru.in/taxguru-free-webinar-registration-latest-new/
- published: 17 Jan 2025
- views: 159
3:07
Financial Advisors in 2024 Be Like
Stay alive out there guys 🤝
Hope ya'll enjoyed this video!!
Make sure you subscribe... for the love of God 🙃
Follow me on:
TikTok: @Lando Kalriz
Instagram: @...
Stay alive out there guys 🤝
Hope ya'll enjoyed this video!!
Make sure you subscribe... for the love of God 🙃
Follow me on:
TikTok: @Lando Kalriz
Instagram: @Lando_Kalriz
#comedy #comedyskit #humor #funny #satire #sarcasm #funnyvideos #finance #financialadvisor #economy #finances #stockmarket #financialgoals #comedyvideos #Funnyskit
https://wn.com/Financial_Advisors_In_2024_Be_Like
Stay alive out there guys 🤝
Hope ya'll enjoyed this video!!
Make sure you subscribe... for the love of God 🙃
Follow me on:
TikTok: @Lando Kalriz
Instagram: @Lando_Kalriz
#comedy #comedyskit #humor #funny #satire #sarcasm #funnyvideos #finance #financialadvisor #economy #finances #stockmarket #financialgoals #comedyvideos #Funnyskit
- published: 20 Feb 2024
- views: 180349