Can a bank manager or financial planner answer these questions for me?
Can a bank manager or financial planner answer these questions for me?
1. What are the implications of having either a positive or negative credit history? (Ask for specific examples.)
2. What would constitute a responsible use of credit?
3. What are three (or more) inappropriate uses of credit?
4. When selecting a credit card, what factors should one consider?
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- Financial Planner stole my identity?
How can I get required financial work experience to become a Certified Financial Planner while still teaching?
I’m interested in becoming a Certified Financial Planner, but I’m facing something of a “Catch 22.” In order to complete the requirements for the formal certification as a financial planner, a person has to have 3 years of financial work experience. I’m currently a full-time high school social studies teacher, and would like to make the transition to the new career as quickly as possible after I retire from teaching (in about 10 years). What can I do while I’m still a full-time teacher to get the financial work experience I need so that I can make the transition to a Certified Financial Planner without having to spend 3 years getting this experience after I retire from teaching? Thanks in advance for your time, ideas, and information.
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- Financial Planner stole my identity?
How do I become a professional wedding planner?
I would really like to become a wedding planner. I would like to have my own business. I really want to go to college, so how would I go about getting a degree? Would I just major in Business?
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- Can a bank manager or financial planner answer these questions for me?
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- Financial Planner stole my identity?
How do I become a financial planner on my own without working for a company?
Im getting ready to enter college this fall and I know I have a long time to go before im ready and knowledgable to open my own business but I would like to start planning and know the prerequisites now. I’m interested in starting a business in financial planning and I wanted to know if anyone could help me and tell me what things will I have to learn to become a financial planner, what should I study, and what major would be the best to take in college.
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- How do I become an event planer?
- Financial Planner stole my identity?
How do I become an event planer?
I have been traped in a job i hate with the goverment for the last 7 years. My dream is to be an event planner. Does anyone know how one would get started in that line of work?
Possibly Related Posts:
- Can a bank manager or financial planner answer these questions for me?
- How can I get required financial work experience to become a Certified Financial Planner while still teaching?
- How do I become a professional wedding planner?
- How do I become a financial planner on my own without working for a company?
- Financial Planner stole my identity?
Financial Planner stole my identity?
Several years ago my financial planner was putting together my portfolio which included some stocks, annuities etc. that my parents were going to give me as a gift. Well, my father was out of the country and he told me that he wanted to be present when All of these gifts were switched from his name to mine. I fully understood and told the planner we’d need to wait. Well, when my father returned in 3 weeks I received a call from him and he was extremely upset. He asked how I had taken nearly $75,000 from his stock/annuity accounts without respecting his wishes to be present.
I had no answer and I called my planner to ask him. Only to find that she said that she just went ahead and took care of it as she had my fathers information (bank numbers/passwords and SSN).
Well, my father was furious but he calmed down and it was excused.
Now to 2009…….my husband and I have decided to divorce and to be honest, it’s getting quite ugly as we are not agreeing on asset distribution. Well, the other day I was going through some financials with the paralegal at my lawyers office and there is a large sum of money (about $50,000) that is unaccounted for. I was sure that the planner (yes, we both still use her) had just moved it and it would all make sense. Then I called a credit card company only to find out that the account (in my name) had been canceled. OK, now something is wrong.
Well, I have our cell phones in my name (5 of them- me and my husband and 3 kids). All are in MY name and I called to see if we had gone over on our plan (thanks to the kids) and I learned that my bill was about $35 less than normal. This made no sense so I looked further and the person at the cell company explained that “I” had called in last month and asked to have one of the phones (husbands) placed into a new account and that I had lost rights to this phone. The representative explained that the call was recorded and it could be proven. Well, I knew exactly what had happened. They were able to tell me the date and time when “I” had called in and guess who my husband was with at that exact time/date…yep, our financial planner who I had watched first hand lie to multiple banks and even an insurance company claiming to be someone she was not. Don’t misunderstand, I saw nothing wrong with what he was doing as it was usually just her calling claiming to be me at my request since I didn’t want to go throught the hassles. Now, it’s painfully obvious that she is steering my husband throughout this divorce behind my back.
Is it worth my time to subpoena for this digitally recorded phone call which I feel 100% certain will show who the real “ME” is using my personal data (SSN etc.). No, in the big scheme of things losing this number is no biggie, however, it is obvious to me that this once trusted friend (professional) sees where she can benefit most by aiding my husband throughout this divorce process and she’s willing to do this to make it happen.
I don’t want her in trouble with the law as I just don’t operate that way. However, if my lawyer gets this record and it’s clearly her, what are the different scenarios that could happen?
It is possible that it’s my daughter and if that’s the case then I’ll just laugh but if it’s someone outside of my family I have a very big problem with that.
Thank you in advance!
Pat
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How do you become a CFP (certified financial planner)?
I am going to become a CPA. But, I also want to be a CFP. Do I just need to take a couple of finance classes to become a CFP after I get my CPA?
I want to start a CPA/CFP firm some day. That’s my goal. And, I want to do both.
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- How can I get required financial work experience to become a Certified Financial Planner while still teaching?
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- How do I become a financial planner on my own without working for a company?
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I need advice on pursuing an advanced funeral sales career?
It’s with a major funeral home in Southern CA. What is the turnover rate? What is the average salary for a funeral pre planner? What’s the typical working day like? How do you get leads and clients? Thanks!
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- Can a bank manager or financial planner answer these questions for me?
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Whats your dream job?
I work in recruitment at the moment but I really fancy doing something completley different one day like being a wedding planner or organising big corporate events!
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- Can a bank manager or financial planner answer these questions for me?
- How can I get required financial work experience to become a Certified Financial Planner while still teaching?
- How do I become a professional wedding planner?
- How do I become a financial planner on my own without working for a company?
- How do I become an event planer?
what jobs fit this description?
I imagine working in a reception, hotel, or on stage, someplace where all the glamour and lights go on. sort of involves banquets, and fashion shows, all lights and glamour. i wish I could host or making speeches i public. I imagine large crowds and most importantly, a job where each day is a totally different scenerio. I enjoy creativity. I wonder if this fits more as a show producer, marketing (business related), event planner, or designer?
Possibly Related Posts:
- Can a bank manager or financial planner answer these questions for me?
- How can I get required financial work experience to become a Certified Financial Planner while still teaching?
- How do I become a professional wedding planner?
- How do I become a financial planner on my own without working for a company?
- How do I become an event planer?