Posts Tagged ‘managing’
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 Stockbroker
In order to become a stockbroker, one must study and pass a series license, whether that is the Series 7, Series 6 or a 65 license. Find out how stockbrokers join professional organizations to build there careers with help from a registered financial consultant in this free video on stockbrokers.
Expert: Patrick Munro
Contact: www.northstarnavigator.com
Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial products and solutions to the senior and boomer marketplace.
Filmmaker: Reel Media LLC
Duration : 0:1:21
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
Financial Planning : How to Save Money & Stop Spending
In order to save money and stop spending uncontrollably, a person needs to set up a budget so he can gain a better understanding of how much money they have to spend. Gain a better understanding of where an individual’s income is going with help from a financial services specialist in this free video on saving money.
Expert: William Rae
Contact: www.hbwfl.com
Bio: William Rae has been licensed in the insurance and financial fields for over 30 years.
Filmmaker: Christopher Rokosz
Duration : 0:2:19
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 : Best Ways to Pay Off Debts
The best way to pay off debt is to create a budget so that it’s clear how long it will take to pay off the debt. Learn about restructuring rates on money that is owed to others with help from a financial services specialist in this free video on paying off debts.
Expert: William Rae
Contact: www.hbwfl.com
Bio: William Rae has been licensed in the insurance and financial fields for over 30 years.
Filmmaker: Christopher Rokosz
Duration : 0:3:0
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