Posts Tagged ‘bankers’
Financial Planning : What Is a Personal Banker?
A personal banker is a person who will work in a financial institution and examine an individual’s selection of assets to determine what services this individual requires. Find out how personal bankers help to bring business to their clients with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:58
Financial Planning : Understanding Working Capital Management
Working capital is a ratio of short-term liabilities and short-term income, and it’s the capital that a company needs to work with on an ongoing basis. Find out how working capital is used to pay for daily operations with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:31
Financial Planning : How to Become a Money Manager
In order to become a money manager, a person must have experience in the market, and she also needs a series 7 stockbroker license. Find out how a CFP or CFA designation can help a money manager’s credibility with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:42
Hector Sants to quit as FSA chief in the summer
The Chief Executive of the Financial Services Authority Hector Sants is quitting the regulator in the summer.
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Duration : 0:1:0
Financial Planning : How to Become a Commodities Broker
A commodities broker is different from a stockbroker, and a commodities trading house is needed in order to sponsor someone to take the series 3 examination. Learn about the training that occurs in a commodities brokerage house with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:44
Financial Planning : Salary Range of a Financial Planner
The salary range of a financial planner, who generally works on commission, is going to depend on the practice and location of the planner in question. Find out how financial planners look out for their clients’ best interests with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:53
Financial Planning : How to Become a Financial Analyst
In order to become a financial analyst, the first thing to do is to consider that the education will most likely consist of a finance degree, a CFA designation and an M.B.A. Discover why financial analysts must have a strong background in mathematics with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:39
Financial Planning : What Are the Duties of a Financial Planner?
The duties of a financial planner begin with looking out for the best interest of their clients by examining their assets and liabilities. Discover how financial planners examine their clients’ long-term goals and dreams with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:7
Financial Planning : Become a Certified Financial Planner
A certified financial planner, or CFP, must have three years of experience advising, investing and planning, in addition to a bachelor’s degree. Learn about the CFP exam that certified financial planners must pass with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:45