The board will conduct a background check as you make your commitment to adhere to the CFP Board’sCode of Ethics and Professional ResponsibilityandFinancial Planning Practice Standards. Brian Plain, CFP® shares a similar accelerated approach to achieving his designation: “Apparently, I’m a gl...
The easiest way to verify your assets is by providing the two most recent monthly statements for bank accounts, investment accounts, or retirement accounts you plan to use to cover the down payment and/or closing costs and escrows. If it’s more convenient, the lender may also send the fina...
Jeff holds a Bachelors in Science in Finance and minor in Accounting from Southern Illinois University - Carbondale. In addition to his CFP® designation, he also earned the marks of AAMS® - Accredited Asset Management Specialist - and CRPC® - Chartered Retirement Planning Counselor. Jeff ...
Just about every loan is going to require basic information like address, birthday, and social security number. You will also need employment information, like your work history and pay stubs to verify your income. You will need to provide other sources of income like alimony. Depending on the...
Bitcoin operates on what’s known as a blockchain. A blockchain is a list of transactions that contains a record of each transaction within the network, whether currency is sent or received. The blockchain makes it possible to view and verify those transactions, without knowing the identity of...
Financial Documentation:business and personal tax returns, recent financial statements, and several month’s business bank statements to verify cash flow. Loan Amount Requested, and Its Intended Purpose. Business Plan:Some lenders ask for a business plan which should spell out the future direction of...