The CFO College

APRIL 8, 2021

You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking. Another key aspect of becoming a Valuable Expert is enhancing your education. This means keeping up to date on products made and regulation changes within your industry.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

CFO News Room

FEBRUARY 2, 2022

Estate planning is commonly a big point of discussion, as well. And for most advisors that takes us down a road of tax planning and lots of different types of trusts and family limited partnerships and GRATs and IDGTs and all the different strategies that are out there, or at least as long as Congress lets us keep playing those games. .”

Communication 130

Communication Planning Education Numbers 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Investments 52

Investments Benchmarking Marketing Treasury 52

Global Finance

DECEMBER 6, 2024

These include first-class risk analytics and portfolio management services that serve as a benchmark for many in the industry. TM Best Private Bank For Client Education: Standard Bank Africa faces a major challenge in preserving generational wealth. Glaring gaps in education and financial literacy are key contributors.

Banking 97

Banking Education Leadership Investments 97

CFO News Room

NOVEMBER 28, 2022

For working-age clients, advisors can play a valuable role by helping them navigate the complexities of their career, from analyzing the financial impact of changing jobs, to planning for a sabbatical , analyzing benefits packages, and ensuring their financial plan could survive a temporary bout of unemployment. Tax Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 17, 2022

In order to obtain the CFP certification, an individual must complete what are known as the “Four E’s”: Education , Examination , Experience , and Ethics. And current holders of the CFP marks have a Continuing Education (CE) requirement of at least 30 hours every two years. Melanie Waddell | ThinkAdvisor).

Planning 130

Planning Education Investments Benchmarking 130