Financial Planner

 

Certified Financial Planner Training



The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life by George Kinder,

The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life by George Kinder,
DISCOVER A POWERFUL NEW WAY TO LOOK AT YOUR MONEY AND YOUR LIFE Where do our attitudes about money come from -- and how do they influence our lives? How can we approach financial issues with honesty and without fear? In this groundbreaking book, renowned Buddhist teacher George Kinder, a Harvard-trained certified financial planner, demonstrates how we can literally transform our lives emotionally and financially by achieving "money maturity" -- a full understanding of the spiritual and psychological issues surrounding our money lives. Drawing on ancient Buddhist wisdom and his years of financial practice, Kinder has created a revolutionary journey -- one designed to help us uncover the roots of our attitudes about money, and attain true peace, freedom, and security in our financial lives. Learn how to: -- Understand feelings that impact taking financial action -- Develop understanding and knowledge about money -- Eliminate stress and anxiety around money -- Let go of old patterns and painful habits -- Approach money tasks with energy and optimism -- Design a money life that is fulfilling both financially and spiritually Filled with practical information, market-tested, wealth-building skills, personal success stories, and spiritual guidance, The Seven Stages of Money Maturity is an invaluable guide to a rich -- and richly lived -- life.



Certified Financial Planner - The Certified Financial Planner (CFP) and certification marks are financial planning credentials awarded by the Certified Financial Planner Board of Standards Inc. to individuals who meet education, examination, experience and ethics requirements.

Stock broker - A stock broker is a person that performs transactions in financial instruments on a stock market as an agent of his or her clients who are unable, unwilling, or lack the expertise to trade for themselves. Titles associated with this role include financial planner, financial consultant, financial advisor, Investment advisor (or investment adviser), and portfolio manager, which normally includes further training at the brokerage or firm level.

Financial planner - Financial planners are professionals who perform a variety of services for their clients. A few of these services are investing, insurance, tax strategies, and general retirement planning.

Certified Fraud Examiner - CFE or Certified Fraud Examiner is a designation awarded by The Association of Certified Fraud Examiners (ACFE). The ACFE is a 35,000 member-based global association dedicated to providing anti-fraud education and training.



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