Tuesday, July 28, 2015

Finding & Retaining High-Net-Worth Clients

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July 28, 2015

In This Week's Issue

Professional Education FAQs

Finding & Retaining High-Net-Worth Clients What are the benefits of financial sampling?
Value or Growth Stocks: Which is Best? How much money do real estate agents make?
Can You Ace Our Professionals Quiz? How do you conduct effective social responsibility training?
10 Jobs to Avoid Right Now I want a career in private equity. How can I get started?
4 Careers Where Women Make More Than Men What questions are commonly asked during a portfolio management job interview?


Finding & Retaining High-Net-Worth Clients

It's important to know how and where to find clients, but just as important is building relationships with those clients...

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Value or Growth Stocks: Which is Best?

Most investors know that common stocks are one of only two asset classes that have grown faster than the rate of inflation over...

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Can You Ace Our Professionals Quiz?


Which of the following statements least accurately describes the ways in which a swap may be terminated?

A) The winning party may simply wish to terminate the swap by notifying the losing party.
B) The counterparty with the negative value can offer to pay the other party the present value of the swap in the form of a cash settlement.
C) The winning party may simply sell the swap to an another party willing to enter into it.
D) A counterparty can simply enter into an offsetting swap.
Answer Now


Finance Careers


10 Jobs to Avoid Right Now

There's no question that some jobs, though they need to be done, are not worth doing yourself. Luckily, many of these tasks are...

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4 Careers Where Women Make More Than Men

It's a common complaint: men make more than women in the workforce. But while that's true overall...

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Finance Education


The Value Of An Ivy League Education

What do Oracle's Larry Elison, Microsoft's Bill Gates and Paul Gardner Allen, and Dell Computer's Michael Dell have...

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Finding The Right Accounting Certification

Getting widely recognized certifications can get you the job, help you to retain that job during layoffs, increase the marketability of...

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FREE CFA Online Study Guides

Chartered Financial Analyst (CFA®) Level I
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FREE FINRA Online Study Guides

Series 6 - Mutual Fund and Annuity Representative
Series 7 - General Securities Representative
Series 63 - Uniform Securities Agent State Law
Series 65 - Uniform Investment Advisor Law Examination
Series 66 - Uniform Combined State Law

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