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Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured...Read more
Time doesn’t stand still, and neither does money. That’s why you can use time to your advantage when investing for wealth accumulation. The...Read more
These days people are living longer. Thanks to new prescription drugs and medical technology, it’s not unusual for someone retiring at age 65...Read more
Rising taxes are a concern for many individuals approaching retirement. It’s important to incorporate tax planning into your financial…Read more
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To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee. The information relates specifically to CFP certification in the US.
The Initial Meeting
The final components are the ethics and continuing education requirements. Students and certificants are required to adhere to the CFP Board Code of Ethics and Professional Responsibility and to the Financial Planning Practice Standards.
To understand what strategic financial management is about, we must first understand what is meant by the term “Strategic”. Which is something that’s done as part of a plan that’s meant to achieve a particular purpose. The is the shareholders wealth.