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Financial Planning Certificate

Getting Started as a Financial Planner

"A guide for financial planners, includes: business plan development, client management, certification, legal compliance, client communication, and marketing strategies"--Provided by publisher.

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Certificate in Financial Studies - The Certificate of Financial Studies is the equivalent of an AS level and counts for up to 60 Ucas points depending on the grade. It consists of three examinations taken throughout the year.

Manufacturing resource planning - Manufacturing Resource Planning (MRP II) is defined by APICS as a method for the effective planning of all resources of a manufacturing company. Ideally, it addresses operational planning in units, financial planning in dollars, and has a simulation capability to answer "what-if" questions.

Metropolitan West Financial LLC - Metropolitan West Financial is a diversified financial services holding company with interests in a variety of firms that provide financial advice and strategic planning, capital management, asset management, investment advice, and fixed-income portfolio management. The acquisitive firm provides its services to businesses and high-net-worth individuals in the US.

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.

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