Financial Planning: Video Series

In order to become a financial analyst, the first thing to do is to consider that the education will most likely consist of a finance degree, a CFA designation and an M.B.A. Discover why financial analysts must have a strong background in mathematics with help from a portfolio manager in this free video on financial planning.

A personal banker is a person who will work in a financial institution and examine an individual's selection of assets to determine what services this individual requires. Find out how personal bankers help to bring business to their clients with help from a portfolio manager in this free video on financial planning.

Intangible assets are assets that are hard to quantify, such as human capital and the knowledge within a company. Discover how intangible assets are needed, but why they have no monetary value with help from a portfolio manager in this free video on financial planning.

Day trading involves trading stocks and other securities from the time the market opens until the time that it closes. Learn about the active, fast-paced profession of day trading with help from a portfolio manager in this free video on financial planning.

The duties of a financial planner begin with looking out for the best interest of their clients by examining their assets and liabilities. Discover how financial planners examine their clients' long-term goals and dreams with help from a portfolio manager in this free video on financial planning.

A certified financial planner, or CFP, must have three years of experience advising, investing and planning, in addition to a bachelor's degree. Learn about the CFP exam that certified financial planners must pass with help from a portfolio manager in this free video on financial planning.

Becoming certified as a financial planner means passing the CFP examination, in addition to showing experience ahead of time. Learn about requirements for becoming a CFP from their board of standards with help from a portfolio manager in this free video on financial planning.

Note buyers are people who buy someone's debt, whether it is treasury notes from the securities industry or mortgages from the real estate industry. Find out how note buyers receive a good return on their investment with help from a portfolio manager in this free video on financial planning.

Financial planners are usually paid on a commission basis, although some companies may offer a base salary. Discover how financial planners develop a book of clients that will be pooled together to form an income with help from a portfolio manager in this free video on financial planning.

The primary duty of a financial planner is to look at the assets of their clients in order to act in the clients' best interests. Find out how a financial planner can help a person achieve their goals with help from a portfolio manager in this free video on financial planning.

The role of a financial planner in a bank is the same as any financial planner, but a bank may use financial planners in order to attempt to provide a client with an additional service. Find out what a financial planner in a bank has to offer with help from a portfolio manager in this free video on financial planning.

A currency trader, simply put, trades currencies around the world, but they will normally specialize in one market. Discover how a currency trader is trained to understand the difference between the U.S. dollar and the British pound with help from a portfolio manager in this free video on financial planning.

Before making the decision to become a stock researcher, a person must first decide if he wants to be a professional or a hobbyist. Discover why most stock researchers are expected to have a mathematical background with help from a portfolio manager in this free video on financial planning.

APY, or annual percentage yield, is determined by looking at what the interest rate will produce over the period of time that a time deposit is being held. Learn more about how APY takes compounding interest into consideration with help from a portfolio manager in this free video on financial planning.

A job in currency trading requires that an individual be quick with numbers, have a good quantitative background, and that they do research into the economic cycle of certain companies. Look for companies that do currency trading with help from a portfolio manager in this free video on financial planning.

Dividend valuation is a way of looking at an equity or stock to try and determine what its price should be by determining what dividends are produced. Find out if a stock is at a suitable price for a given time with help from a portfolio manager in this free video on financial planning.

An enrolled agent is a tax practitioner that is empowered by the U.S. government, specifically the treasury department. Get representation for a case with the IRS from an enrolled agent with help from a portfolio manager in this free video on financial planning.

There are many ways to look at banking, but a good place to start is with savings accounts, certificates of deposit and money market accounts. Learn more about investment banking and checking accounts with help from a portfolio manager in this free video on financial planning.

The earnings for an actuary are varied, but they usually start with a salary of around $50,000, and highly trained actuaries can make as much as $250,000 a year. Discover how experience and longevity can affect an actuary's salary with help from a portfolio manager in this free video on financial planning.

A commodities broker is different from a stockbroker, and a commodities trading house is needed in order to sponsor someone to take the series 3 examination. Learn about the training that occurs in a commodities brokerage house with help from a portfolio manager in this free video on financial planning.

In order to become a money manager, a person must have experience in the market, and she also needs a series 7 stockbroker license. Find out how a CFP or CFA designation can help a money manager's credibility with help from a portfolio manager in this free video on financial planning.

A time deposit is another way to refer to a longer-term deposit, such as a CD, and they are sums of money that are committed to a period in a given institution. Discover penalties that occur when deposited money is removed earlier than its time commitment with help from a portfolio manager in this free video on financial planning.

Capitalization rate is the ratio of an income over a value, and stock reports are often used to outline a company's capitalization rate. Discover how capitalization rates are broken down into stock shares with help from a portfolio manager in this free video on financial planning.

Working capital is a ratio of short-term liabilities and short-term income, and it's the capital that a company needs to work with on an ongoing basis. Find out how working capital is used to pay for daily operations with help from a portfolio manager in this free video on financial planning.

The salary range of a financial planner, who generally works on commission, is going to depend on the practice and location of the planner in question. Find out how financial planners look out for their clients' best interests with help from a portfolio manager in this free video on financial planning.