Jamal A.’s Post

I'm excited to be starting class today to obtain the Certified Financial Planner (CFP®) designation! Feeling grateful for all my mentors and peers that have helped me get to this point. #financialplanning #financialadvisor #retirementplanning #finance

📈 How to master the CISI Advanced Financial Planning exam. The Level 6 Certificate in Advanced Financial Planning is a milestone achievement towards CFP certification. How are your preparations coming along for the March 6th exam? Our latest blog highlights four key considerations to empower you for the exam and steer your revision. Time is now of the essence with the upcoming exam date! https://lnkd.in/emzTJahN 💼 #cisi #cpd #financialplanning #financialadvisors

Choosing a financial planner is crucial for your financial future. Follow these three steps for a smoother process: 1️⃣ Qualifications and Expertise: Look for certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Look for experience relevant to your needs. 2️⃣ Personal Connection and Trust: Build a rapport during initial meetings. Ensure you feel comfortable discussing your finances openly and will trust their advice. 3️⃣ Track Record and Reputation: Do your research beyond consumer reviews. Check regulatory records and ask for referrals from trusted sources. Common Questions you should consider ❓ Should You Rely Solely on Consumer Reviews? While reviews can offer insight, however, don't base your decision solely on them. ❓ Is It Advisable to Select a Financial Planner You Know Personally? While familiarity can help, prioritise professionalism and competence. At Park Hall, we start by assessing your current situation and explaining anything you are unclear about so you know exactly where you stand before we even think about making any recommendations. We review any existing investments, before researching and collating relevant information to produce a report for you, based on your needs. Only then do you have to decide on whether to use us or continue as you were. In conclusion, choose wisely as you will be looking to secure your financial future! Andrew Surtees DipFA Cert CII (MP) Samantha Webzell Dip CII Pippa Bown Samuel Blackwell Chris Dunn Simon Mason #financialplanning #wealthmanagement #personalfinance #investing #financialadviser #trust #transparency #financialadvisor

Did you know that MMBB financial planning specialists provided one-on-one financial guidance to 1,248 members in 2023? Each Financial Planning Specialist has at least three designations, including the certified financial planner certification. Last year, MMBB financial planners received good or excellent feedback on 100 percent of member surveys about financial planning specialist interaction. Financial planning is offered to MMBB members at no cost as part of their membership.

Thansk Association for Financial Professionals for sharing. We are observing a similar evolution in the role of CFOs. Today’s CFOs are increasingly looking beyond traditional cost-cutting measures to support broader business objectives and drive improved profitability. This shift in mentality is crucial for fostering operational resilience. By leveraging comprehensive banking optimization services, companies can uncover hidden inefficiencies and streamline their financial operations. This proactive approach not only mitigates risks but also opens up new avenues for growth and innovation. It’s inspiring to see how CFOs are embracing these changes to build more resilient and agile organizations. #OperationalResilience #CFOLeadership #FinancialStrategy

In their 2023 research, the Financial Planning Standards Board (FPSB), made known a few myths that are attached to working with a financial planner. Myth 1 - Financial planning is only for the rich FACT: 8 in 10 clients earning R1.25 million or less per year who work with CFP professionals feel financially confident which is higher than unadvised consumers on the same level of income. Learn more - https://lnkd.in/dyVmciCZ #FPI #FPSB #CFP #FinancialPlanning

The Rewarding Career of Financial Planning Choosing a career in financial planning is not only financially rewarding but also personally fulfilling. Helping clients navigate their financial lives and achieve their dreams is a gratifying experience that makes a real difference. #FinancialProfessional. #GFI

🌟 Wow! A huge thank you to Tony Lee for generously sharing your time and knowledge today. Your insights, wisdom, and personal experiences with both high-net-worth individuals and everyday investors were truly enlightening and inspiring. 🙏 📚 Your advanced accounting knowledge has given me so much to consider for my future financial planning. I now have a much deeper understanding of the intricacies involved in managing commercial properties, thanks to your detailed explanations of what clients consider when buying and selling these valuable assets. It's clear that your expertise goes far beyond the basics, touching on nuanced strategies and sophisticated financial techniques. 💼 🔍 For anyone seeking exceptional expertise in SMSF, business advisory, accounting, and tax compliance, I wholeheartedly recommend Tony and Peter from Lee and Lee Accountants. With years of experience and a proven track record, they have the skills and knowledge to help you navigate even the most complex financial landscapes. Whether you're an investor looking to maximize returns or a business owner aiming for sustainable growth, Tony and Peter are the go-to professionals who can make a real difference. 💡 👏 Their dedication to their clients is evident in every interaction, and their ability to translate complex financial concepts into actionable advice is unmatched. Don’t miss out on the opportunity to work with such seasoned experts who truly understand the financial world inside and out. 💎 #leroyday #naiharcourts #harcourtspropertycentre #SMSF #commercialproperty #businessadvisory #commericalinvestments #hfny

I recently participated in a comprehensive financial literacy quiz that covered a wide range of topics, including the finance sector, insurance, the stock market, SEBI, and even case studies. It was a great opportunity to test my knowledge and learn new things about financial planning and tax management. I'm especially grateful for the insights gained. This quiz has definitely helped me enhance my understanding of personal finance and feel more confident about making informed financial decisions. #sebi #financeliteracy #insurance #stockmarket #financialplanning #nism

Thrilled to announce that I have completed my 8th and final course for the Chartered Financial Consultant Designation (ChFC)! A big shoutout to The American College of Financial Services and my professors for providing me with deep insights into advanced estate planning, comprehensive investment analysis, and numerous tax utilization strategies. My time invested in learning about financial planning at the highest level has certainly made me a better advisor to my clients today. #financialplanning #ChFC #neverstoplearning