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Kurse zur Verbesserung der Finanzplanung-Fähigkeiten
600+ Kurse
Lecture 17 - Capital Budgeting - Part 1
The subject matter covered includes an introduction to capital budgeting, its significance in business organizations, and the process of evaluating different capital investment proposals. It discusses the key considerations involved in project evaluation, such as determining the amount of investment required, expected returns, and the lifespan of the project. The importance of discounting future cash flows is also emphasized, using the concept of time value of money. This concept is crucial for comparing cash outflows with inflows or series of inflows accurately. Furthermore, it highlights how the use of time value of money will be applied in various decision-making processes and investment evaluation in business organizations. In essence, this content provides a solid foundation for understanding capital budgeting principles.
Webinar on Wealth Management
The content provides an in-depth look at financial planning, its significance, and practical applications in personal finance. It commences by explaining what financial planning entails, which involves making the right amount of money available at the right time for various needs. This process is necessary due to the changing dynamics of family structures, with joint families giving way to nuclear ones, and the constant presence of inflation. As a result, individuals must save and invest their earnings in suitable instruments that offer higher returns than traditional bank deposits. This approach allows them to potentially earn a positive rate of return and secure their financial future. The content delves into the importance of investing in proper instruments to achieve these goals, ensuring that one's money grows over time. It assumes that viewers are familiar with basic concepts like earning income from jobs or businesses, but it does not assume prior knowledge of personal finance. Instead, it focuses on equipping viewers with practical skills and insights to navigate their financial lives effectively.
50 Ultimate Excel Tips and Tricks for 2020
The content covers a range of essential Excel skills and features, including data manipulation techniques such as moving data around the spreadsheet by highlighting cells and dragging them to a new location. It also explores advanced functions like Excel Lookup, which enables users to look up values across entire rows or columns, making it easier to find specific information in large datasets. The content assumes no prior knowledge of these features and guides users through their practical applications. Additionally, the discussion on Excel Lookup delves into its benefits, such as performing horizontal lookups, and highlights its potential for both vertical and horizontal searches. By mastering these techniques, users can streamline their workflow, improve accuracy, and enhance overall productivity in Microsoft Excel.
2014 Value Investing Conference Keynote Speaker Wilbur Ross
Value investing, as practiced by experts like Wilbur Ross, is an investment strategy that involves looking for undervalued assets with the potential for long-term growth. The 2014 Value Investing Conference likely centered around this theme, providing attendees with insights from experienced investors and industry leaders. Keynote speaker Wilbur Ross shared his own experiences in value investing, including his work in various industries such as steel, textiles, auto parts, and coal. His success story of creating the largest US steel company through restructuring and subsequent takeovers is a testament to the power of value investing. The conference aimed to educate attendees on how to spot undervalued assets, assess their potential for growth, and make informed investment decisions. Wilbur Ross's impressive track record of generating returns, including a 44% annual rate of return since 1997, highlights the effectiveness of his investment strategies. As a renowned investor with experience in various industries, Wilbur Ross's keynote presentation was an excellent opportunity for attendees to learn from someone who has successfully applied value investing principles to real-world scenarios.
Personal Financial Planning – Ho & Robinson; Chapter 6
The content covers the financial life cycle, which describes the stages of an individual's changing financial positions throughout their lifetime. It explains that people have a limited life expectancy and go through various stages with differing earning power. These stages form a pattern known as the financial life cycle, where consumption often exceeds income in early stages due to debt accumulation, such as student loans or buying a condo. As individuals progress through the life cycle, their earnings exceed their consumption, allowing for higher savings rates. The content also touches on the concept of financial intermediation, which plays a crucial role in facilitating transactions and investments during these different life stages. Understanding this cycle is essential for making informed decisions about personal finance and planning for the future.
Raising Funds for Your Startup
Understand the process of funding a start up Almost all startups need external financing, but new entrepreneurs rarely have training in fundraising. On this course, you’ll learn the basics of financing a start-up. You’ll explore how important financial backing is for success and how to attract and negotiate with investors. This course is also available in French. To join the French run of the course, visit the course page. This course is aimed at entrepreneurs who are considering or preparing a financing round. It can also be useful for students of entrepreneurship or management, and to anyone wishing to get a better understanding of the actors, processes and consequences of a financing round. A general knowledge in business will help, though it is not required. This course is taught by a French team, but all course resources will be in English or subtitled in English.
FPSB, FP Canada and George Brown College
The Financial Planning Standards Board (FPSB) is a global non-profit organization that sets professional standards for financial planners. It was established in 2004 and has since become a leading authority on financial planning certification. The FPSB mission is to benefit the public by establishing, upholding, and promoting worldwide professional standards in financial planning. One of its key objectives is to establish financial planning as a global profession with the Certified Financial Planner (CFP) mark serving as a symbol of excellence. The FPSB vision is to have financial planning recognized as a distinct profession with high standards for professionals who wish to be certified. As part of its efforts, FPSB oversees the International Certified Financial Planner Certification Program and sets the competency profile for financial planners. This profile outlines the skills, knowledge, and abilities required of CFP professionals. Furthermore, FPSB is an affiliate member of various organizations, including the IOSCO (International Organization of Securities Commissions) and the OECD International Network of Financial Education.
Web & Mobile App Development Class 48 JAVASCRIPT Weekdays (Sir Ghous)
The content is centered around the basics of web and mobile app development using JAVASCRIPT. It delves into programming concepts relevant to beginners in this field, potentially covering syntax, data types, variables, control structures, functions, and object-oriented programming (OOP). The presenter might also discuss various tools and frameworks used for development, such as debugging techniques or IDEs. Some segments could focus on event handling, user input, validation, and interaction with databases or APIs. Given the emphasis on JAVASCRIPT, there's likely a discussion on best practices for JAVASCRIPT development, including security considerations. The content might also touch upon mobile-specific aspects of app development, such as layout management, touch events, or performance optimization.
Holistic Financial Planning Support for Midwives - Mandy Froelich Midwifery Business Consultation
The conversation focuses on financial planning and business management specifically tailored for midwives and other alternative health professionals. The discussion delves into the importance of holistic financial planning, understanding the unique needs and challenges of midwifery business owners, and how to navigate common financial questions and concerns. Mandy shares her background in the holistic health industry, highlighting her experience as a nutritionist and consultant, and how this informs her approach to financial planning for health practitioners. The conversation may touch on topics such as budgeting, investment strategies, tax optimization, and other relevant business management issues. Leslie Cornwell asks questions that she commonly receives from midwives, indicating the practical relevance of the discussion. Throughout the conversation, Mandy emphasizes the value of considering a holistic approach to financial planning for individuals in the health industry.
Direct Material variance Direct Labor Variance Cost Accounting CPA Exam BAR CMA Exam
This presentation delves into the world of direct labor and material variance, two essential concepts in cost accounting. It starts by introducing standard costs, which are predetermined quantities and prices of inputs required to produce a unit of output. The concept is explained using everyday examples, such as baking cupcakes or making pizzas, where following a recipe ensures consistency in the final product. However, the real-world application of this principle is more complex, as companies strive for efficiency and quality while managing their resources effectively. The presentation then explores direct labor variance, which compares the actual time spent on an activity with the standard time specified. This concept helps organizations identify areas where they can improve productivity and reduce costs. Material variance is also discussed, focusing on the difference between actual usage and standard quantities of materials used in production. The content assumes some prior knowledge of cost accounting but aims to provide a comprehensive understanding of these topics for both students and professionals.
About The Course
The video covers a discussion about the Mission on Money Financial Planning program and its relationship with the Money Study Group, which is tailored for University of Houston students. It highlights that these programs are built upon identical principles and process in financial planning, making them very similar. The content emphasizes that the main difference lies in the pricing between the two options. The video also mentions that the same tools, platform, and technology used in the Bay Rock premier online course are accessible through this program. The author aims to clarify the distinctions between these programs by explaining their fundamental nature and how they differ from other educational programs available online. It is noted that the principles in the process being discussed have been written about in three different books by the author, one of which is 'Make your money count', focusing on connecting resources with what matters most.
7 Things I Wish I Knew Before Becoming a Financial Advisor
The content covers various important subjects relevant to financial advisors, including tax planning and its significance in financial planning. Tax planning involves discussing with clients or making recommendations on the types of retirement accounts to use, when to accept taxable events, and understanding deductions a client is taking or could be taking. The resource also touches upon the need for financial advisors to understand their clients' tax brackets and develop plans for the taxation of their income in retirement. Additionally, it highlights the importance of handling client conversations carefully, particularly around tax-related matters, especially during tax season (near the end of March and through April).
Free Event Planning Training
The subject of this educational resource is the comprehensive guide on how to organize and manage events effectively. It includes the tips and tricks necessary for both personal and professional use. The content addresses various aspects of event planning, such as starting to plan events for oneself or others, and covers essential practices that can be used immediately. The training shares insights gained from experience in working with different types of clients, including international brands, young entrepreneurs, celebrities, and professionals. It also touches upon the importance of adapting to changes in one's business or career path, as experienced by many small business owners. In addition to discussing event planning strategies, it provides guidance on how to build a successful event planning business.
Fundamentals of Financial Management
Finance is rightly called life blood of business. Every business decision is incomplete without proper knowledge of finance. So, study of finance with its concepts and techniques is essential for all students.After studying this course, students will be able to know the basics of finance along with its applications. This will help students in knowing fundamentals and application of finance and financial management.
Build This BEGINNER EXCEL MODEL With Me In Around 15 Minutes!
The content focuses on building an Excel model to optimize garage door panel combinations. The goal is to find the best combination of two fixed panel sizes (horizontal panels) with dimensions 500mm and 610mm to reach a specific garage door height. The author highlights the importance of planning and conceptualization in Excel modeling, emphasizing that it's not just about jumping into Excel. They recommend using pen and paper or visualization software like PowerPoint or Microsoft Visio for this stage. The inputs, processes, and outputs are discussed as foundational concepts in Excel model building. A specific example is provided to demonstrate the challenge of finding the best combination of panel sizes to reach a garage door height of 220mm.
Business Growth: Tackling the Scale-up Challenge
Understand the need, concepts and application of this new approach to scale-up Please note this course runs without facilitation There are many approaches addressing early-stage entrepreneurship and the challenges facing mature corporations, but a big gap when it comes to understanding the key drivers for growth and how to address them. This course introduces the Triple Chasm Model, a unique new approach to managing the growth challenge based on research which resulted in two new books: Camels, Tigers & Unicorns and The Scale-up Manual. Supported by lead author, Uday Phadke, you’ll discover why there’s a need for a new approach, the concepts behind the Triple Chasm Model and how to apply them to your venture. EIT Food would like to offer their support to SMEs during the current global health crisis. You can now join this course for the discounted price of £43 / €54. This course is designed for members of leadership teams in innovative high-growth SMEs. It is targeted in particular at CXO level executives including CEOs, commercial directors, technical directors, finance directors, marketing directors, heads of product management, and heads of sales. The Educators won’t be able to join the discussions themselves or respond to individual comments, but the course encourages a strong learning community. The learning is focused around debate and discussion – supporting other learners, sharing your own experience and knowledge, and listening to new perspectives. We hope that you will enjoy interacting with and learning from each other in this way.
Ep 322 Developing New Advisors To Grow Their Books Of Business With A (Supported) Focus On Activ...
The content explores the concept of developing new advisors within a financial planning firm. It highlights the importance of mentorship and education in helping newer advisors gain deeper knowledge of financial planning and eventually grow their own book of business. A proprietary training system, CADs (Crillogy Advisor Development System), is discussed, which pairs newer advisors with senior advisor mentors to support client-based work and practice activities necessary for growing their business. The implementation of a 021FA activity tracking sheet, based on concepts from the book '0 to 1' by Peter Thiel and the 75 Hard fitness challenge, is also mentioned as a strategy for tracking progress and growth. This content likely assumes some prior knowledge in financial planning and advisor development, but it provides valuable insights into how firms can support their newer advisors in achieving success.
EVERYTHING ABOUT CFP EDUCATION,ABOUT CFP COURSE,DETAIL ABOUT CFP EDUCATION,CFP MODULES,PROCESS,FEES
The discussion revolves around the concept of having a single person who can take care of all your financial needs, rather than relying on multiple specialists for each aspect of personal finance. This idea is closely tied to the Certified Financial Planner (CFP) designation, which encompasses various areas such as asset planning, insurance, investment planning, taxation, and more. A CFP professional has the expertise to provide comprehensive advice and guidance in these different fields, making them a valuable resource for individuals seeking financial assistance. The conversation also touches on the concept of being a 'jack-of-all-trades' when it comes to finance, with the CFP serving as a one-stop-shop for all your financial needs. In essence, having a single expert who understands the intricacies of personal finance can provide peace of mind and ensure that all aspects of your financial life are properly managed. The conversation assumes a certain level of familiarity with the concept of a CFP and does not delve into the specifics of how to become certified or what services a CFP professional offers.
NISM Investment Advisor - Updated Syllabus
The content delves into the updated syllabus for the NISM Investment Advisor level 1 exam, outlining six modules and 20 chapters. This includes personal financial planning, which is divided into four chapters: introduction to personal financial planning, time value of money, evaluating client financial position, and debt management and loans. The second module covers Indian financial market and securities market, comprising two chapters. Module three focuses on investment products, including an introduction to investments, stocks, fix income securities, and derivatives. Alternative funds for managers and alternative investment funds are covered in the fourth module. Modern portfolio theory is discussed in modules five and six, with topics such as portfolio construction process and portfolio performance measurement. Additionally, useful funds for managers and alternative investment funds are touched upon.
Building Strong Brands Through Customer Experience @buildertrend
This discussion centers around the concept of building strong brands by focusing on customer experience. It implies that brands should prioritize creating a unique and engaging experience for their customers, which can ultimately lead to brand loyalty and success. The importance of understanding customer needs and preferences is also highlighted. The conversation assumes a casual tone, making it relatable to everyday life. No specific strategies or methodologies are discussed in detail. The topic of branding is explored through personal anecdotes and observations. The conversation touches on the idea that brands can learn from each other's experiences and best practices. The importance of creating a memorable experience for customers is also emphasized. However, no concrete examples or case studies are presented to support these claims.
Objective of Governmental Financial Reporting. CPA Exam
The subject matter revolves around the objectives of financial reporting for governmental entities, which differs from that of business entities. In government accounting, the primary objective is to provide relevant, reliable, and timely information to users, including citizens or voters, legislative bodies, oversight bodies, and other interested parties such as creditors. This information is essential for making informed decisions about accountability. The concept of accountability is crucial in public finance, ensuring that governments are transparent and responsible in their financial dealings. In contrast, business entities focus on providing information to shareholders and creditors. The content also touches upon the idea of giving citizens the right to know what's happening within government operations, enabling them to evaluate efficiency and effectiveness. Overall, it highlights the importance of accurate and timely financial reporting for governmental entities.
Commercial Real Estate Loans - How To Model Interest-Only Debt In Excel
This content covers the essential topic of modelling interest-only loans in Excel, a critical skill for investors and financial analysts working on commercial real estate deals. It delves into the specifics of creating a dynamic loan model that can be easily updated, allowing users to quickly adjust calculations without manually recalculating cash flows. The goal is to provide learners with a simple way to build out formulas that automatically account for interest-only debt structures, making it easier to analyse and compare different deal options. By mastering this skill, viewers will gain confidence in their ability to model complex financial scenarios and make informed investment decisions. The content assumes some basic knowledge of Excel, but provides step-by-step instructions for building the loan model from scratch. It is designed to be accessible to learners with varying levels of experience in commercial real estate financial modelling.
An FMCG Start-up
The content delves into the history of Nima, an FMCG start-up that began as a small operation run by its founder, Mr. Kassan Bhai Patel. In 1969, he started making detergent powder in his backyard using basic equipment and manual labor. The product was priced affordably at Rs. 3.5 per kg, compared to the established brand's price of Rs. 15 per kg. This approach helped Nima gain traction in the local market, where people appreciated the value for money proposition. As the business grew, Mr. Patel incorporated Nima as a private limited company in 1984 and later transformed it into a public limited company in 1993. The company's success continued with its listing on the stock exchange in 1994. Throughout this journey, Nima's focus remained on developing innovative products that catered to the needs of the common man. The story of Nima serves as an inspiring example of entrepreneurship and innovation in the FMCG industry. It highlights the potential for small beginnings to lead to significant corporate success. The content also touches upon the importance of understanding customer needs and providing value through affordable and quality products.
FE Exam - Engineering Economics - Nominal versus Effective Interest Rate
The content focuses on explaining the concept of nominal versus effective interest rate in engineering economics. This involves discussing how nominal interest rates are typically quoted, whereas effective interest rates take into account compounding periods and can result in higher actual interest paid over a year. The explanation likely includes mathematical examples to illustrate these points. Additionally, the content may cover implications for financial calculations, such as determining future values of money or interest payments on loans. It's probable that scenarios involving different compounding frequencies are used to demonstrate how effective rates can vary significantly from nominal rates. Practical applications in engineering economics and finance are likely discussed, highlighting why understanding this distinction is crucial. Furthermore, the content might touch upon common pitfalls or misconceptions regarding the difference between these interest rate types.
Ep 303 Pivoting From 'Robo' Investment Management To Financial Planning In South Africa With Lou...
The video features an interview with Louis Von de Medva, a financial advisor who has transitioned from developing a Robo investment management platform to starting his own financial planning practice. This transition was inspired by the struggles of getting traction with consumers for their initial product. The conversation revolves around this pivotal moment and how it led to the creation of a fully human financial planning service. Louis shares insights into why clients preferred hands-on, personalized guidance over automated processes, which ultimately informed the direction of his new practice. He likely talks about what they learned from this experience, including any successes or failures that came with pivoting their business model. The discussion probably also touches on how this shift impacted client relationships and service delivery. It's possible Louis also shares lessons on adapting to changing industry trends, which led them to re-evaluate their initial product's relevance.
Breaking Analysis 2024 IT spending outlook shows cautious start with optimistic finish
The content delves into the latest research findings on IT spending intentions, where over 1,700 IT decision makers shared their expectations regarding technology budgets in 2024. The data reveals a cautious start with an optimistic finish, with executives anticipating a 4.3% growth rate, which is higher than the previous expectation of 3.8%. This growth rate is up from around 3.5% in 2023. Furthermore, the analysis highlights that while some sectors like energy and regions such as APAC expect higher growth rates, many large companies and biggest spenders plan to grow below the mean. The report also notes that full-year 2023 spending did come in higher than anticipated, indicating a strong finish to the year. Notably, 40% of organizations report that generative AI funding is taking a toll on other budgets. The content suggests that for sustained growth and strong growth in IT spending, AI must deliver tangible returns on investment. Without an AI boost, macro spending may continue to be heavily dependent on various factors.
Entrepreneurship and Employment - Part 2
The content delves into the dynamics of employment decisions within mature and young industries. It notes that as industries mature, employment growth rates slow down compared to young industries. This is attributed to factors like changing competitive conditions and job losses due to automation or other forms of technological disruption. On the other hand, emerging technologies can create new business opportunities that employ a new generation of workers. The interplay between technology advancements, economic cycles, and entrepreneurship is considered crucial for understanding these dynamics. The role of formality in economic development is also underscored, with examples illustrating how informality can be leveraged towards formalization through the adoption of fintech solutions. This leads to greater flexibility in earning money and undertaking instruments of saving and reinvestment in one's own business. Furthermore, the adoption of technology by the informal sector is seen as essential for its renewal and the potential of new technologies like electric vehicles, cloud-based internet of things, or artificial intelligence to renew the formal sector itself.
Money Management For Small Businesses
The content focuses on teaching entrepreneurs and small business owners about managing their finances effectively. It begins by discussing the importance of understanding cash flow management in order to create a healthy financial foundation for a company. This includes setting up accounts, tracking expenses, and maintaining a stable revenue stream. The conversation also explores how to navigate potential issues that can arise from rapid growth, such as not having enough resources or struggling with scaling operations. By covering these essential topics, business owners can gain the knowledge needed to make informed decisions about their financial futures. The content aims to provide practical advice on establishing good money management habits and developing strategies for success in small businesses.
BFIN 255 winter 2023 - January 9th
The content revolves around personal finance, specifically introducing a course titled 'Beef in 255 Personal Financial Planning'. It outlines the format for sessions held every Monday at 6 PM to 8:50 PM, with compensation classes on Fridays if Mondays fall on holidays. The instructor will cover their credentials, which include professional certifications like CFA and F-R-M, as well as their educational background in computer engineering and a FinTech course from Harvard. They also mention their experience running a family office handling investments for wealthy individuals. The focus is likely to be on the basics of personal finance planning rather than advanced investment strategies.
Introduction to growth
The subject matter covered in this content revolves around the concept of growth in business and its impact on profitability. It starts by explaining how small businesses often experience abnormal profits due to their limited size, but as they grow, profits become more stable and harder to maintain. The content then delves into the idea of managerial economies of scale, where a company's ability to produce goods or services efficiently is affected by its size. As companies grow beyond a certain point, they may encounter difficulties in maintaining the same level of profitability due to increased costs associated with managing larger teams and operations. Furthermore, it explores how growing demand can lead to higher average costs, making it challenging for companies to maintain their market share. The content also touches on the concept of supply and demand, highlighting how a company's ability to meet increasing demand can result in higher average costs and potentially losing market share to competitors. Additionally, it discusses the importance of understanding these concepts in order to make informed business decisions and navigate the challenges associated with growth.
EN
Lecture 17 - Capital Budgeting - Part 1
The subject matter covered includes an introduction to capital budgeting, its significance in business organizations, and the process of evaluating different capital investment proposals. It discusses the key considerations involved in project evaluation, such as determining the amount of investment required, expected returns, and the lifespan of the project. The importance of discounting future cash flows is also emphasized, using the concept of time value of money. This concept is crucial for comparing cash outflows with inflows or series of inflows accurately. Furthermore, it highlights how the use of time value of money will be applied in various decision-making processes and investment evaluation in business organizations. In essence, this content provides a solid foundation for understanding capital budgeting principles.
EN
Webinar on Wealth Management
The content provides an in-depth look at financial planning, its significance, and practical applications in personal finance. It commences by explaining what financial planning entails, which involves making the right amount of money available at the right time for various needs. This process is necessary due to the changing dynamics of family structures, with joint families giving way to nuclear ones, and the constant presence of inflation. As a result, individuals must save and invest their earnings in suitable instruments that offer higher returns than traditional bank deposits. This approach allows them to potentially earn a positive rate of return and secure their financial future. The content delves into the importance of investing in proper instruments to achieve these goals, ensuring that one's money grows over time. It assumes that viewers are familiar with basic concepts like earning income from jobs or businesses, but it does not assume prior knowledge of personal finance. Instead, it focuses on equipping viewers with practical skills and insights to navigate their financial lives effectively.
EN
50 Ultimate Excel Tips and Tricks for 2020
The content covers a range of essential Excel skills and features, including data manipulation techniques such as moving data around the spreadsheet by highlighting cells and dragging them to a new location. It also explores advanced functions like Excel Lookup, which enables users to look up values across entire rows or columns, making it easier to find specific information in large datasets. The content assumes no prior knowledge of these features and guides users through their practical applications. Additionally, the discussion on Excel Lookup delves into its benefits, such as performing horizontal lookups, and highlights its potential for both vertical and horizontal searches. By mastering these techniques, users can streamline their workflow, improve accuracy, and enhance overall productivity in Microsoft Excel.
EN
2014 Value Investing Conference Keynote Speaker Wilbur Ross
Value investing, as practiced by experts like Wilbur Ross, is an investment strategy that involves looking for undervalued assets with the potential for long-term growth. The 2014 Value Investing Conference likely centered around this theme, providing attendees with insights from experienced investors and industry leaders. Keynote speaker Wilbur Ross shared his own experiences in value investing, including his work in various industries such as steel, textiles, auto parts, and coal. His success story of creating the largest US steel company through restructuring and subsequent takeovers is a testament to the power of value investing. The conference aimed to educate attendees on how to spot undervalued assets, assess their potential for growth, and make informed investment decisions. Wilbur Ross's impressive track record of generating returns, including a 44% annual rate of return since 1997, highlights the effectiveness of his investment strategies. As a renowned investor with experience in various industries, Wilbur Ross's keynote presentation was an excellent opportunity for attendees to learn from someone who has successfully applied value investing principles to real-world scenarios.
EN
Personal Financial Planning – Ho & Robinson; Chapter 6
The content covers the financial life cycle, which describes the stages of an individual's changing financial positions throughout their lifetime. It explains that people have a limited life expectancy and go through various stages with differing earning power. These stages form a pattern known as the financial life cycle, where consumption often exceeds income in early stages due to debt accumulation, such as student loans or buying a condo. As individuals progress through the life cycle, their earnings exceed their consumption, allowing for higher savings rates. The content also touches on the concept of financial intermediation, which plays a crucial role in facilitating transactions and investments during these different life stages. Understanding this cycle is essential for making informed decisions about personal finance and planning for the future.
EN
Raising Funds for Your Startup
Understand the process of funding a start up Almost all startups need external financing, but new entrepreneurs rarely have training in fundraising. On this course, you’ll learn the basics of financing a start-up. You’ll explore how important financial backing is for success and how to attract and negotiate with investors. This course is also available in French. To join the French run of the course, visit the course page. This course is aimed at entrepreneurs who are considering or preparing a financing round. It can also be useful for students of entrepreneurship or management, and to anyone wishing to get a better understanding of the actors, processes and consequences of a financing round. A general knowledge in business will help, though it is not required. This course is taught by a French team, but all course resources will be in English or subtitled in English.
EN
FPSB, FP Canada and George Brown College
The Financial Planning Standards Board (FPSB) is a global non-profit organization that sets professional standards for financial planners. It was established in 2004 and has since become a leading authority on financial planning certification. The FPSB mission is to benefit the public by establishing, upholding, and promoting worldwide professional standards in financial planning. One of its key objectives is to establish financial planning as a global profession with the Certified Financial Planner (CFP) mark serving as a symbol of excellence. The FPSB vision is to have financial planning recognized as a distinct profession with high standards for professionals who wish to be certified. As part of its efforts, FPSB oversees the International Certified Financial Planner Certification Program and sets the competency profile for financial planners. This profile outlines the skills, knowledge, and abilities required of CFP professionals. Furthermore, FPSB is an affiliate member of various organizations, including the IOSCO (International Organization of Securities Commissions) and the OECD International Network of Financial Education.
EN
Web & Mobile App Development Class 48 JAVASCRIPT Weekdays (Sir Ghous)
The content is centered around the basics of web and mobile app development using JAVASCRIPT. It delves into programming concepts relevant to beginners in this field, potentially covering syntax, data types, variables, control structures, functions, and object-oriented programming (OOP). The presenter might also discuss various tools and frameworks used for development, such as debugging techniques or IDEs. Some segments could focus on event handling, user input, validation, and interaction with databases or APIs. Given the emphasis on JAVASCRIPT, there's likely a discussion on best practices for JAVASCRIPT development, including security considerations. The content might also touch upon mobile-specific aspects of app development, such as layout management, touch events, or performance optimization.
EN
Holistic Financial Planning Support for Midwives - Mandy Froelich Midwifery Business Consultation
The conversation focuses on financial planning and business management specifically tailored for midwives and other alternative health professionals. The discussion delves into the importance of holistic financial planning, understanding the unique needs and challenges of midwifery business owners, and how to navigate common financial questions and concerns. Mandy shares her background in the holistic health industry, highlighting her experience as a nutritionist and consultant, and how this informs her approach to financial planning for health practitioners. The conversation may touch on topics such as budgeting, investment strategies, tax optimization, and other relevant business management issues. Leslie Cornwell asks questions that she commonly receives from midwives, indicating the practical relevance of the discussion. Throughout the conversation, Mandy emphasizes the value of considering a holistic approach to financial planning for individuals in the health industry.
EN
Direct Material variance Direct Labor Variance Cost Accounting CPA Exam BAR CMA Exam
This presentation delves into the world of direct labor and material variance, two essential concepts in cost accounting. It starts by introducing standard costs, which are predetermined quantities and prices of inputs required to produce a unit of output. The concept is explained using everyday examples, such as baking cupcakes or making pizzas, where following a recipe ensures consistency in the final product. However, the real-world application of this principle is more complex, as companies strive for efficiency and quality while managing their resources effectively. The presentation then explores direct labor variance, which compares the actual time spent on an activity with the standard time specified. This concept helps organizations identify areas where they can improve productivity and reduce costs. Material variance is also discussed, focusing on the difference between actual usage and standard quantities of materials used in production. The content assumes some prior knowledge of cost accounting but aims to provide a comprehensive understanding of these topics for both students and professionals.
EN
About The Course
The video covers a discussion about the Mission on Money Financial Planning program and its relationship with the Money Study Group, which is tailored for University of Houston students. It highlights that these programs are built upon identical principles and process in financial planning, making them very similar. The content emphasizes that the main difference lies in the pricing between the two options. The video also mentions that the same tools, platform, and technology used in the Bay Rock premier online course are accessible through this program. The author aims to clarify the distinctions between these programs by explaining their fundamental nature and how they differ from other educational programs available online. It is noted that the principles in the process being discussed have been written about in three different books by the author, one of which is 'Make your money count', focusing on connecting resources with what matters most.
EN
7 Things I Wish I Knew Before Becoming a Financial Advisor
The content covers various important subjects relevant to financial advisors, including tax planning and its significance in financial planning. Tax planning involves discussing with clients or making recommendations on the types of retirement accounts to use, when to accept taxable events, and understanding deductions a client is taking or could be taking. The resource also touches upon the need for financial advisors to understand their clients' tax brackets and develop plans for the taxation of their income in retirement. Additionally, it highlights the importance of handling client conversations carefully, particularly around tax-related matters, especially during tax season (near the end of March and through April).
EN
Free Event Planning Training
The subject of this educational resource is the comprehensive guide on how to organize and manage events effectively. It includes the tips and tricks necessary for both personal and professional use. The content addresses various aspects of event planning, such as starting to plan events for oneself or others, and covers essential practices that can be used immediately. The training shares insights gained from experience in working with different types of clients, including international brands, young entrepreneurs, celebrities, and professionals. It also touches upon the importance of adapting to changes in one's business or career path, as experienced by many small business owners. In addition to discussing event planning strategies, it provides guidance on how to build a successful event planning business.
EN
Fundamentals of Financial Management
Finance is rightly called life blood of business. Every business decision is incomplete without proper knowledge of finance. So, study of finance with its concepts and techniques is essential for all students.After studying this course, students will be able to know the basics of finance along with its applications. This will help students in knowing fundamentals and application of finance and financial management.
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Build This BEGINNER EXCEL MODEL With Me In Around 15 Minutes!
The content focuses on building an Excel model to optimize garage door panel combinations. The goal is to find the best combination of two fixed panel sizes (horizontal panels) with dimensions 500mm and 610mm to reach a specific garage door height. The author highlights the importance of planning and conceptualization in Excel modeling, emphasizing that it's not just about jumping into Excel. They recommend using pen and paper or visualization software like PowerPoint or Microsoft Visio for this stage. The inputs, processes, and outputs are discussed as foundational concepts in Excel model building. A specific example is provided to demonstrate the challenge of finding the best combination of panel sizes to reach a garage door height of 220mm.
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Business Growth: Tackling the Scale-up Challenge
Understand the need, concepts and application of this new approach to scale-up Please note this course runs without facilitation There are many approaches addressing early-stage entrepreneurship and the challenges facing mature corporations, but a big gap when it comes to understanding the key drivers for growth and how to address them. This course introduces the Triple Chasm Model, a unique new approach to managing the growth challenge based on research which resulted in two new books: Camels, Tigers & Unicorns and The Scale-up Manual. Supported by lead author, Uday Phadke, you’ll discover why there’s a need for a new approach, the concepts behind the Triple Chasm Model and how to apply them to your venture. EIT Food would like to offer their support to SMEs during the current global health crisis. You can now join this course for the discounted price of £43 / €54. This course is designed for members of leadership teams in innovative high-growth SMEs. It is targeted in particular at CXO level executives including CEOs, commercial directors, technical directors, finance directors, marketing directors, heads of product management, and heads of sales. The Educators won’t be able to join the discussions themselves or respond to individual comments, but the course encourages a strong learning community. The learning is focused around debate and discussion – supporting other learners, sharing your own experience and knowledge, and listening to new perspectives. We hope that you will enjoy interacting with and learning from each other in this way.
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Ep 322 Developing New Advisors To Grow Their Books Of Business With A (Supported) Focus On Activ...
The content explores the concept of developing new advisors within a financial planning firm. It highlights the importance of mentorship and education in helping newer advisors gain deeper knowledge of financial planning and eventually grow their own book of business. A proprietary training system, CADs (Crillogy Advisor Development System), is discussed, which pairs newer advisors with senior advisor mentors to support client-based work and practice activities necessary for growing their business. The implementation of a 021FA activity tracking sheet, based on concepts from the book '0 to 1' by Peter Thiel and the 75 Hard fitness challenge, is also mentioned as a strategy for tracking progress and growth. This content likely assumes some prior knowledge in financial planning and advisor development, but it provides valuable insights into how firms can support their newer advisors in achieving success.
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EVERYTHING ABOUT CFP EDUCATION,ABOUT CFP COURSE,DETAIL ABOUT CFP EDUCATION,CFP MODULES,PROCESS,FEES
The discussion revolves around the concept of having a single person who can take care of all your financial needs, rather than relying on multiple specialists for each aspect of personal finance. This idea is closely tied to the Certified Financial Planner (CFP) designation, which encompasses various areas such as asset planning, insurance, investment planning, taxation, and more. A CFP professional has the expertise to provide comprehensive advice and guidance in these different fields, making them a valuable resource for individuals seeking financial assistance. The conversation also touches on the concept of being a 'jack-of-all-trades' when it comes to finance, with the CFP serving as a one-stop-shop for all your financial needs. In essence, having a single expert who understands the intricacies of personal finance can provide peace of mind and ensure that all aspects of your financial life are properly managed. The conversation assumes a certain level of familiarity with the concept of a CFP and does not delve into the specifics of how to become certified or what services a CFP professional offers.
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NISM Investment Advisor - Updated Syllabus
The content delves into the updated syllabus for the NISM Investment Advisor level 1 exam, outlining six modules and 20 chapters. This includes personal financial planning, which is divided into four chapters: introduction to personal financial planning, time value of money, evaluating client financial position, and debt management and loans. The second module covers Indian financial market and securities market, comprising two chapters. Module three focuses on investment products, including an introduction to investments, stocks, fix income securities, and derivatives. Alternative funds for managers and alternative investment funds are covered in the fourth module. Modern portfolio theory is discussed in modules five and six, with topics such as portfolio construction process and portfolio performance measurement. Additionally, useful funds for managers and alternative investment funds are touched upon.
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Building Strong Brands Through Customer Experience @buildertrend
This discussion centers around the concept of building strong brands by focusing on customer experience. It implies that brands should prioritize creating a unique and engaging experience for their customers, which can ultimately lead to brand loyalty and success. The importance of understanding customer needs and preferences is also highlighted. The conversation assumes a casual tone, making it relatable to everyday life. No specific strategies or methodologies are discussed in detail. The topic of branding is explored through personal anecdotes and observations. The conversation touches on the idea that brands can learn from each other's experiences and best practices. The importance of creating a memorable experience for customers is also emphasized. However, no concrete examples or case studies are presented to support these claims.
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Objective of Governmental Financial Reporting. CPA Exam
The subject matter revolves around the objectives of financial reporting for governmental entities, which differs from that of business entities. In government accounting, the primary objective is to provide relevant, reliable, and timely information to users, including citizens or voters, legislative bodies, oversight bodies, and other interested parties such as creditors. This information is essential for making informed decisions about accountability. The concept of accountability is crucial in public finance, ensuring that governments are transparent and responsible in their financial dealings. In contrast, business entities focus on providing information to shareholders and creditors. The content also touches upon the idea of giving citizens the right to know what's happening within government operations, enabling them to evaluate efficiency and effectiveness. Overall, it highlights the importance of accurate and timely financial reporting for governmental entities.
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Commercial Real Estate Loans - How To Model Interest-Only Debt In Excel
This content covers the essential topic of modelling interest-only loans in Excel, a critical skill for investors and financial analysts working on commercial real estate deals. It delves into the specifics of creating a dynamic loan model that can be easily updated, allowing users to quickly adjust calculations without manually recalculating cash flows. The goal is to provide learners with a simple way to build out formulas that automatically account for interest-only debt structures, making it easier to analyse and compare different deal options. By mastering this skill, viewers will gain confidence in their ability to model complex financial scenarios and make informed investment decisions. The content assumes some basic knowledge of Excel, but provides step-by-step instructions for building the loan model from scratch. It is designed to be accessible to learners with varying levels of experience in commercial real estate financial modelling.
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An FMCG Start-up
The content delves into the history of Nima, an FMCG start-up that began as a small operation run by its founder, Mr. Kassan Bhai Patel. In 1969, he started making detergent powder in his backyard using basic equipment and manual labor. The product was priced affordably at Rs. 3.5 per kg, compared to the established brand's price of Rs. 15 per kg. This approach helped Nima gain traction in the local market, where people appreciated the value for money proposition. As the business grew, Mr. Patel incorporated Nima as a private limited company in 1984 and later transformed it into a public limited company in 1993. The company's success continued with its listing on the stock exchange in 1994. Throughout this journey, Nima's focus remained on developing innovative products that catered to the needs of the common man. The story of Nima serves as an inspiring example of entrepreneurship and innovation in the FMCG industry. It highlights the potential for small beginnings to lead to significant corporate success. The content also touches upon the importance of understanding customer needs and providing value through affordable and quality products.
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FE Exam - Engineering Economics - Nominal versus Effective Interest Rate
The content focuses on explaining the concept of nominal versus effective interest rate in engineering economics. This involves discussing how nominal interest rates are typically quoted, whereas effective interest rates take into account compounding periods and can result in higher actual interest paid over a year. The explanation likely includes mathematical examples to illustrate these points. Additionally, the content may cover implications for financial calculations, such as determining future values of money or interest payments on loans. It's probable that scenarios involving different compounding frequencies are used to demonstrate how effective rates can vary significantly from nominal rates. Practical applications in engineering economics and finance are likely discussed, highlighting why understanding this distinction is crucial. Furthermore, the content might touch upon common pitfalls or misconceptions regarding the difference between these interest rate types.
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Ep 303 Pivoting From 'Robo' Investment Management To Financial Planning In South Africa With Lou...
The video features an interview with Louis Von de Medva, a financial advisor who has transitioned from developing a Robo investment management platform to starting his own financial planning practice. This transition was inspired by the struggles of getting traction with consumers for their initial product. The conversation revolves around this pivotal moment and how it led to the creation of a fully human financial planning service. Louis shares insights into why clients preferred hands-on, personalized guidance over automated processes, which ultimately informed the direction of his new practice. He likely talks about what they learned from this experience, including any successes or failures that came with pivoting their business model. The discussion probably also touches on how this shift impacted client relationships and service delivery. It's possible Louis also shares lessons on adapting to changing industry trends, which led them to re-evaluate their initial product's relevance.
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Breaking Analysis 2024 IT spending outlook shows cautious start with optimistic finish
The content delves into the latest research findings on IT spending intentions, where over 1,700 IT decision makers shared their expectations regarding technology budgets in 2024. The data reveals a cautious start with an optimistic finish, with executives anticipating a 4.3% growth rate, which is higher than the previous expectation of 3.8%. This growth rate is up from around 3.5% in 2023. Furthermore, the analysis highlights that while some sectors like energy and regions such as APAC expect higher growth rates, many large companies and biggest spenders plan to grow below the mean. The report also notes that full-year 2023 spending did come in higher than anticipated, indicating a strong finish to the year. Notably, 40% of organizations report that generative AI funding is taking a toll on other budgets. The content suggests that for sustained growth and strong growth in IT spending, AI must deliver tangible returns on investment. Without an AI boost, macro spending may continue to be heavily dependent on various factors.
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Entrepreneurship and Employment - Part 2
The content delves into the dynamics of employment decisions within mature and young industries. It notes that as industries mature, employment growth rates slow down compared to young industries. This is attributed to factors like changing competitive conditions and job losses due to automation or other forms of technological disruption. On the other hand, emerging technologies can create new business opportunities that employ a new generation of workers. The interplay between technology advancements, economic cycles, and entrepreneurship is considered crucial for understanding these dynamics. The role of formality in economic development is also underscored, with examples illustrating how informality can be leveraged towards formalization through the adoption of fintech solutions. This leads to greater flexibility in earning money and undertaking instruments of saving and reinvestment in one's own business. Furthermore, the adoption of technology by the informal sector is seen as essential for its renewal and the potential of new technologies like electric vehicles, cloud-based internet of things, or artificial intelligence to renew the formal sector itself.
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Money Management For Small Businesses
The content focuses on teaching entrepreneurs and small business owners about managing their finances effectively. It begins by discussing the importance of understanding cash flow management in order to create a healthy financial foundation for a company. This includes setting up accounts, tracking expenses, and maintaining a stable revenue stream. The conversation also explores how to navigate potential issues that can arise from rapid growth, such as not having enough resources or struggling with scaling operations. By covering these essential topics, business owners can gain the knowledge needed to make informed decisions about their financial futures. The content aims to provide practical advice on establishing good money management habits and developing strategies for success in small businesses.
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BFIN 255 winter 2023 - January 9th
The content revolves around personal finance, specifically introducing a course titled 'Beef in 255 Personal Financial Planning'. It outlines the format for sessions held every Monday at 6 PM to 8:50 PM, with compensation classes on Fridays if Mondays fall on holidays. The instructor will cover their credentials, which include professional certifications like CFA and F-R-M, as well as their educational background in computer engineering and a FinTech course from Harvard. They also mention their experience running a family office handling investments for wealthy individuals. The focus is likely to be on the basics of personal finance planning rather than advanced investment strategies.
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Introduction to growth
The subject matter covered in this content revolves around the concept of growth in business and its impact on profitability. It starts by explaining how small businesses often experience abnormal profits due to their limited size, but as they grow, profits become more stable and harder to maintain. The content then delves into the idea of managerial economies of scale, where a company's ability to produce goods or services efficiently is affected by its size. As companies grow beyond a certain point, they may encounter difficulties in maintaining the same level of profitability due to increased costs associated with managing larger teams and operations. Furthermore, it explores how growing demand can lead to higher average costs, making it challenging for companies to maintain their market share. The content also touches on the concept of supply and demand, highlighting how a company's ability to meet increasing demand can result in higher average costs and potentially losing market share to competitors. Additionally, it discusses the importance of understanding these concepts in order to make informed business decisions and navigate the challenges associated with growth.
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