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Finance

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Realities of the profession. 1. Qualities that allow you to standout ... A typical day in the life of an advisor. Draw backs of the profession ... – PowerPoint PPT presentation

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Title: Finance


1
Finance

2
What is Finance?
  • Finance is a broad and dynamic field which can be
    defined as the art and science of managing
    money.  Virtually all individuals and
    organizations earn or raise money and spend or
    invest money.  Finance is concerned with the
    process, institutions, markets and instruments
    involved in the transfer of money among and
    between individuals, businesses, and
    governments.  The study of Finance provides a
    consistent framework for financial decision
    making by individuals, small business firms,
    financial institutions, and large corporations.

3
  • Branch Management

4
Preparing the profession
  • 1. Bachelors Degree with experience
  • 2. Specific licenses
  • 3. Internships

5
Realities of the profession
  • 1. Typical day
  • 2. Worst aspect
  • 3. Best aspect

6
Forms of Communication
  • 1. Oral communication
  • 2. Written communication

7
  • Director of Business Operation

8
Preparing for the profession
  • 1. Most important qualification- experience
  • 2. Skills ? computer skills, leadership skills,
    time management

9
Realities of the profession
  • 1. Qualities that allow you to standout
  • 2. Understanding the business world

10
Form of communication
  • 1. Audience background

11
  • Real Estate

12
Preparing for the profession
  • 1. Requirements
  • 2. Skills
  • 3. Suggestions

13
Realities of the profession
  • 1. Typical day at work
  • 2. Worst aspect
  • 3. Best aspect

14
Forms of Communication
  • 1. Oral communication
  • 2. Written communication

15
  • Financial Analyst

16
Preparing for the profession
  • A. Prior Work Experience
  • B. School Application

17
Realities of the profession
  • A. Competitiveness
  • B. Typical Day
  • C. Worst Aspect
  • D. Benefits

18
Forms of communication
  • A. Oral Communication
  • B. Written Communication

19
  • Financial Advisor

20
  • What is a financial advisor?
  • A typical day in the life of an advisor
  • Draw backs of the profession
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