CFP (Certified Financial Planner) is a prestigious international certification for employees in the financial sector. Certificates are issued by organizations – members of the Financial Planning Standards Board (FPSB). The FPSB members are 24 national organizations, which have been delegated powers in terms of accepting and considering applications, organizing exams and issuing certificates. In the…
A financial plan seems to be a skill to spend less. In fact, it is required to get more for the same money. In addition, the financial plan will save you from surprises, for example, renewing the car insurance policy or having to pay property tax. As a result, you have to get financial planning…
Today in the U.S, there are more than $132 million unclaimed by depositors in bank accounts. But according to some experts, the amount is much larger and banks can hold up to $3 billion such funds. This money is called unclaimed. What is their origin? There are at least three categories of unclaimed deposits: First,…
Private wealth management is a range of services provided by credit institutions to wealthy New York families to preserve and increase their capital. In essence, this is a financial mosaic that the client puts together with his personal manager to find an individual solution. Within the framework of private wealth management, the bank assists the…