chartered wealth manager accredited financial analyst financial planner ISO 9001ISOCOMBO2023
International Board of Standards - Professional Designations -  Accredited Education.  Creating the World's Leaders in Management ™

<< Previous    1...   5  6  [7]  8  9  ...91    Next >>

                                                                       

 

                        

5. 

                                                                       

 

                        

Decide how many years you have to meet each specific goal, because when you save or invest you’ll need to find a savings or investment option that fits your time frame for meeting each goal.  

 

Making a Financial Plan 

 

Figuring Out Your Finances 

Sit down and take an honest look at your entire financial situation. You can never take a journey without knowing where you’re starting from, and a journey to financial security is no different. 

You’ll need to figure out on paper your current situation— what you own and what you owe. You’ll be creating a “net worth statement.” On one side of the page, list what you own. These are your “assets.” And on the other side list what you owe other people, your “liabilities” or debts. 

 

Your Net Worth Statement 

Assets 

Current Value 

Liabilities 

<< Previous    1...   5  6  [7]  8  9  ...91    Next >>

About GAFM ®

  The GAFM International Board of Standards is ESQ European Accredited and ISO Certified for Quality and ISO 21001 Certified for Training Standards

   IAO

 

 ISO29993




Join our Linkedin Group

LinkedIn.com

ISO21001




 Accredited Certified Financial Analyst Chartered Accountant

The GAFM ® Board is the 1st Graduate Certification Body to Become Accredited  and Certified for: ISO 9001 Quality and ISO 21001 Training in the World. GAFM ® owns the former AAFM ® Certifications and Programs

 

 

 

● About
● Certifications
● Board
● Board
● Recognition
● Requirements
● Providers
● Contact Us
● Contact
● Apply
● Benefits
● Application
● Home
● Events
● CWM Training Program
● News
● Articles
● In House Training
● Speakers
● CEO Message
● Verify Member
● Qualifying Degrees
● Global Advisors
● Membership
● Mission
● Ethics
● Handbook
● Become Provider
● TUV Accreditation
● Deans Letter
● Financial Analyst Certification
● Economics Degrees
● Management Degrees
● Finance Degrees
● Accounting Degrees
● Exams
● Renew Certification
● Continuing Ed
IP/Rights Global