Texas Tech University School of Financial Planning的动态

I am thrilled to share that I have successfully completed a comprehensive Financial Literacy Workshop! This enriching experience has deepened my understanding of key financial concepts, including budgeting, saving, investing, credit management, and financial planning. This workshop has not only enhanced my ability to make informed financial decisions but also equipped me to guide others toward achieving their financial goals. As a management student passionate about continuous learning, I believe this knowledge will significantly contribute to both my personal and professional growth. I look forward to applying these skills in real-world scenarios and continuing to expand my expertise in financial management. #FinancialLiteracy #ContinuousLearning #FinancialPlanning #InvestSmart #PersonalFinance #ProfessionalGrowth #FinancialEducation #BudgetingSkills #ManagementStudent #EmpowermentThroughKnowledge

I am thrilled to share that I have successfully completed a comprehensive Financial Literacy Workshop! This enriching experience has deepened my understanding of key financial concepts, including budgeting, saving, investing, credit management, and financial planning, This workshop has not only enhanced my ability to make informed financial decisions but also equipped me to guide others toward achieving their financial goals. As a management student passionate about continuous learning, I believe this knowledge will significantly contribute to both my personal and professional growth. look forward to applying these skills in real-world scenarios and continuing to expand my expertise in financial management. #FinancialLiteracy #ContinuousLearning #FinancialPlanning #InvestSmart #PersonalFinance #ProfessionalGrowth #FinancialEducation #BudgetingSkills #ManagementStudent #EmpowermentThroughKnowledge

Enrolling in a financial course offers a structured opportunity to deepen your understanding of financial principles and practices, whether for personal enrichment or professional development. These courses typically cover a range of topics, including budgeting, investing, financial planning, and risk management, providing a comprehensive foundation in financial literacy. ?????? In Sidekick Accounting, you can gain valuable insights into managing your own finances, making informed investment decisions, and navigating complex financial landscapes. This education not only enhances your ability to make sound financial choices but also equips you with the skills needed to analyze financial data, plan for future goals, and potentially pursue a career in finance. Overall, enrolling in a financial course can be a pivotal step towards achieving financial competence and confidence. ?? Get a clearer financial vision and consult with us today ?? https://lnkd.in/dnNkzrA #SidekickAccounting #LearnFinance #FinancialStability #EyeOpener #FinancialCourse #ClearVision

#???????????????????????????????????? ???????? ???????????????? ???? ???????????????? October is the month for ?????????????????? ???????????????? and taking this opportunity as a ?????????????????? ??????????????, Here I am today sharing my journey spanning two decades in the financial services. To begin with, my professional journey started as a Civil Engineer and later entered into academics and with a knack for numbers and calculations, I set myself on a detour and encountered the field of finances. Both these fields are completely male dominated which made the journey far from easy, but with the utmost dedication, perseverance and with a lot of investment on educating myself with a mission to? spread right awareness it became much more manageable. By also acquiring a professional MBA in finance, and with a certification in financial planning was able to hone my skills as a financial advisor. Further on I received various accolades and notable achievements which made me a qualified member of round table (USA) for 9 consecutive years. ?My proudest moment came when I authored a book exploring the "jugalbandi" between advisors and investors' mindsets. Today, when I look back and reflect on my decision, I feel content and happy that I took this step and with the skills I acquired over the period of time, I strongly believe that with it I would be able to educate, spread awareness and create a safe space for conversations around money. ???? ???? ???????? ??????????????, ?? ???????????? ?????????????????? ???? ?????????????? ?????????????????????? ?????? ???????? ???????????? ?????????? ???????????????? ?????? ???????? ???????????? ?????????????? ?????????????????? ????????????????. #FinancialPlanning #MindfulMoney #FinancialLiteracy #WealthManagement #OctoberFinancialGoals #FinanceJourney #PlanForTheFuture #SecureYourFuture #FinancialAwareness #MoneyMatters #EngineerToFinancialPlanner

Profile: Stephanie Ferreira CFA, CFP?, financial planning specialist at Chartered Wealth Solutions and director and chair of #WealthStrat shared her #financialplanning journey with RUAN JOOSTE. Ferreira discussed bridging the gap between #investment management and personalised financial planning and developing a unique niche that caters to #HNWIs seeking more than just standard investment options. #financialadvisers #womeninfinance #wealthmanagement #investmentstrategy

I'm honored to have had the opportunity to share insights with Tobias Salinger from Financial Planning on the advantages that financial planners and advisors can gain from engaging in professional groups such as the Financial Planning Association (FPA) Knowledge Circles. #FinancialPlanning #ProfessionalDevelopment #CFP

FINANCIAL MANAGEMENT FOR NON-FINANCIAL MANAGERS: - I taught today Financial Management for my MBA Students and they necessarily wanted to take this photo and get it published - Well, therefore I must do that!!!

I am thrilled to share that I have successfully completed a comprehensive Financial Literacy Workshop! This enriching experience has deepened my understanding of key financial concepts, including budgeting, saving, investing, credit management, and financial planning. This workshop has not only enhanced my ability to make informed financial decisions but also equipped me to guide others toward achieving their financial goals. As a management student passionate about continuous learning, I believe this knowledge will significantly contribute to both my personal and professional growth. I look forward to applying these skills in real-world scenarios and continuing to expand my expertise in financial management. #FinancialLiteracy #ContinuousLearning #FinancialPlanning #InvestSmart #PersonalFinance #ProfessionalGrowth

An insightful Citywire SA Adviser feature of our very own Stephanie Ferreira CFA, CFP?, who shares her financial planning journey - bridging the gap between investments and financial planning. #CharteredWealthSolutions #Citywire #Adviser #FinancialPlanning #Investments

Check out what 2022 Extern alum Heike Lautenschlager had to say about her experience in The Externship: This externship is the best thing I have done on this journey toward becoming a financial planner. Prior to the externship I had completed 3 of the CFP courses and was feeling unmotivated by how dry they were. The externship is interactive, practical, inspiring - I understand now why people do it more than once. It has allowed me to see financial planning in practice, make use of practical software and really gain better insights into what it means to be a financial planner. I LOVE the emphasis on the human relationship side of financial planning - I think so many people corner this profession into investment advice, whereas there are so many more dimensions, and I think the experts have really emphasized this. I am blown away by the quality of experts we have met during the externship and all they can offer us on our journey. - Heike Lautenschlager, Extern 2022 Comment EXTERNSHIP to learn more.