PPT-Week 7: Investing in Financial Products

Questions clarifications RMIT University 2 This weeks readings Chapter 9 Regulation of the Financial Services Industry Chapter 10 Conduct and Disclosure in the Investment Advisory Process. [date]. [venue]. [contact information]. Introduction. About the PFP Section & PFS Credential. The AICPA PFP Section provides information, resources, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice to individuals and their closely held entities. ACT. Seminar given in conjunction with the Auckland District Law Society . Auckland . – 17 September 2013 . INTRODUCTION. An overview of the new disclosure framework for regulated offers of financial . Ted Jackson. School of Public Policy and Administration. Carleton Centre for Community Innovation. Presented to the Research Works Luncheon Session,. Senate Room, Carleton University, November 1, 2012. Swarn Chatterjee. Department of Financial Planning, Housing, & Consumer Economics. University of Georgia. Topics for today’s discussion. Financial Capability. Behavioral Economics: The role of psychology in financial decision making. Taking care of your future wealth. What is the difference between saving and investing?. Portion of current income not spent on consumption. Saving. Purchase of assets with the goal. . of increasing future income. Microinsurance. The 2014 Vatican Impact Investing Conference. Michael Fernandes, LeapFrog Investments, June 2014. NOTE: All data is based on Sab-. S. aharan Africa, South Asia and Southeast Asia excluding China; Population and household consumption data is . 2 | A ROADMAP TO YOUR JOURNEY TO FINANCIAL SECURITY | 3 Don’t Wait to Get Started YOU CAN DO IT! IT’S EASIER THAN YOU THINK. No one is born knowing how to save or to invest. Every suc - - 4428 (866) 275-2677 www.dfpi.ca.gov INVITATION FOR COMMENTS ON CRYPTOASSETRELATED FINANCIAL PRODUCTS AND SERVICES UNDER THE CALIFORNIA CONSUMER FINANCIAL PROTECTION LAW The Department of Financial 18-045 Financial . planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA).  Securities and advisory services offered through LPL Financial (LPL), an RIA and broker-dealer (BD), member FINRA/SIPC. Credit union is not an RIA or BD.  Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using MITFCU Investment & Retirement Planning. These products and services offered through NPA, LPL, or its affiliates, which are separate entities from, and not affiliates of the credit union, are: . Learning Goals. What is Impact Investing?. Why should we be interested in Impact Investing?. What are Impact Ratings?. How can a socially responsible investment be created and managed?. Why Impact Investing. Overview. In this lesson we will be learning about the basics of investing.. We will learn about different types of investments such as stocks, mutual funds and bonds. . We will assess the different risks that come with each type of investment and determine when it is a good idea to invest. . 2. Agenda. II. Understanding and navigating the alphabet soup. III. Increasingly diverse set of allies – an illustration. IV. How to get started. V. Your questions (and maybe even some answers). I. A bit about me, a bit about you. Presented by . Matthew Gherman. October 22, 2020. mgherman@schools.nyc.gov. EconEdLink. Membership. You can now access CEE’s professional development webinars directly on EconEdLink.org! To receive these new professional development benefits, . Austrian Economics & the Financial Markets. May 22, 2010. Joseph Calandro, Jr.. 1. Contents. Background. Introduction – Austrian Economics & Investing. Investing & “Value Investing”.