Send the email a day or two before your last day. While you could wait until your final day, sending the email a day or two in advance gives co-workers time to respond or make plans to attend your send-off party. If you worked with any clients or partners in your posit...
It’s likely you’ll find one or two of the readings more challenging to master, rather than all of them. If you have prior knowledge of Economics, you are likely to find this an easier topic, however, it is crucially important to focus on what is covered in the CFAI Level I ...
Wondering how to find a Certified Financial Planner that has your best interest in mind? We can help you in your journey.
Whichever kind of college student budget you choose, make sure necessities such as your tuition payment (if you’re paying for school yourself) or things like bus fare to get to your part-time job are covered. To make that easier, Waters says you can find ways to reduce your expenses, s...
If you don’t mind doing a little research, several organizations offer free databases you can use to find financial advisors. CFP Board Acertified financial planneris a type of financial advisor who undergoes rigorous training and education in virtually all aspects of financial planning, including ...
Financial pros offer a variety of services including financial planning and investment advice. The cost of financial guidance depends on the type of pro and the type of services you need—personalized and comprehensive services will be pricier. Interview multiple professionals to find a good fit—som...
Finding a good independent financial advisor involves evaluating their qualifications, understanding what services they offer and determining their compatibility with your financial goals. Independent advisors don't work for larger financial services firms that sell products to advisory clients, and as a ...
Deflation can pose a risk to your financial security. By Emily Sherman | Reviewed by Susannah Snider, CFP | Edited by Antonio Barbera | July 14, 2023, at 3:56 p.m. Save More How to Prepare for Deflation More Getty Images With inflation rates finally slowing, and the threat of a rece...
That rest, along with some exercise and relaxation, will help you get through exam day in good form. 5. Not enough practice Even with good technical knowledge, you can still fail the CFP® exam if you struggle to apply the knowledge to the exam questions. The more you practice, the ...
How to Find a Good Financial Advisor Anybody can call themself a financial advisor, so it's important to check on the credentials of any advisor you might be considering. A reputable financial advisor will typically be credentialed as acertified financial planner(CFP) orchartered financial consulta...