much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning or Year-end Tax Planning Month, so it's an excellent ...

Increasingly, entrepreneurs turn to their financial service providers ... new team members or acquisition targets. 6. Succession And Business Continuity Planning You might want to retire or ...

A prestigious certification doesn't guarantee that a planner is at the top of their field, but it does mean they've proven their expertise in at least one aspect of financial planning. Thus ...

Let's begin with the estate or financial section. Basic estate planning is included in the six areas of financial planning because it is the financial part of a comprehensive legacy plan.

She has conducted in-depth research on social and economic issues and has also revised and edited educational materials for the Greater Richmond area. A financial plan outlines a person’s ...

Here are six common financial certifications ... is someone who has demonstrated competency in all areas of financial planning. This includes completing studies on over 100 topics, including ...

It can also specialize in an area of financial service, like investment in ETFs or retirement planning. Specializing in an area or a demographic will allow you to cater uniquely to specific ...

Personal financial planning is offered as either a track option within the Finance emphasis area (PFP Track), or by taking the courses ... and ACCT 3220 Corporate Financial Reporting 1 plus the six ...