Personal Financial Advisor Helping you Save and Spend UNT in partnership with TEA, Copyright © All rights reserved.

Slides:

Advertisements

Similar presentations

Spreadsheet Formulas Lesson Outline

Advertisements

 Information about accounting careers  What is a CPA?  What do they do?  Where do they work?  What skills are needed to be a CPA?

By: Francisco Escobar. NEW YORK UNIVERSITY BARUCH COLLEGE  New York, NY  Average SAT Scores  Critical Reading:  Math:  Writing:

SOURCES OF FINANCIAL ADVICE? Sources of financial advice Money Works: Level 2 Topic 2.

LAP: QS-051 Objectives Describe career opportunities in financial services. Discuss issues and trends in the financial-services industry.

What’s the Difference? The “Retail” financial industry is where most of the public receives its advice and financial instruments. The “Institutional”

BY BRYN AND BEN. When you go out always remember to turn off the electronics and the lights. If you don`t turn them off you won`t be saving any money.

Sang Tran  Video game design refers to planning and it requires a lot of math because most of the work mainly refers to the mathematical formula and.

COMPUTER HARDWARE ENGINEER WYATT LOCKHART, ONLINE EXPERIENCE 2013.

Reality Show. In this unit, you have been asked to help a TV production company create a new exciting reality TV show! You are learning to: Understand.

© UNT in partnership with TEA1 7 th Grade Career Exploration Module Career Focus: Video Game Programmer Occupation.

© UNT in partnership with TEA1 7 th Grade Career Exploration Module Career Focus: Electrical Engineer Occupation.

My Career Plan By Maria Gomez. My Career Goal To become a computer software engineer To design software to meet customers’ needs 2.

© UNT in partnership with TEA1 7 th Grade Career Exploration Module Career Focus: Computer Hardware Engineer.

Broadcast Technician Occupation PowerPoint Created by The University of North Texas in partnership with the Texas Education Agency.

© UNT in partnership with TEA1 7 th Grade Career Exploration Module Career Focus: Computer Software Engineer.

All About Real Estate UNT in partnership with TEA, Copyright © All rights reserved.

All About Construction Managers Career Information UNT in partnership with TEA, Copyright © All rights reserved.

Budgeting and Setting Goals Personal Financial Advisor UNT in partnership with TEA, Copyright © All rights reserved.

Public Relations Manager Vocabulary PowerPoint Created by the University of North Texas in partnership with the Texas Education Agency.

Sound Engineer Created by The University of North Texas in partnership with the Texas Education Agency.

Occupation PowerPoint

Principles of Business, Marketing, and Finance Lesson Eight Production, Distribution, and Other Business Operations UNT in partnership with TEA, Copyright.

Broadcast Technician e-book Created by The University of North Texas in partnership with the Texas Education Agency.

Computer Hardware Engineer Occupation PowerPoint Created by The University of North Texas in partnership with the Texas Education Agency.

Legal Secretary Vocabulary PowerPoint Created by The University of North Texas in partnership with the Texas Education Agency.

© UNT in partnership with TEA1 7 th Grade Career Exploration Module Career Focus: Electrical Engineer.

Advertising Manager E-Book Getting the Product Recognized and Sold Created by The University of North Texas in partnership with the Texas Education Agency.

Sound Engineer Occupation PowerPoint Created by The University of North Texas in partnership with the Texas Education Agency.

© UNT in partnership with TEA1 7 th Grade Career Exploration Module Career Focus: Video Game Programmer.

Computer Software Engineer e-book Created by The University of North Texas in partnership with the Texas Education Agency.

Costs vs. Earnings Middle School Financial Literacy #1.

Career Research Assignment

Principles in Law, Public Safety, Corrections, and Securities Job Searching.

Crime Scene Investigator Occupation PowerPoint Created by The University of North Texas in partnership with the Texas Education Agency.

Created by The University of North Texas in partnership with the Texas Education Agency.

Graphic Designer Occupation PowerPoint Created by The University of North Texas in partnership with the Texas Education Agency.

Careers. Job vs. Career What is the difference between a job and a career? Job – a relatively short-term work that “pays the bills” Job – a relatively.

Occupation PowerPoint

All About Customer Service UNT in partnership with TEA, Copyright © All rights reserved.

All About Biological Technicians Career Information UNT in partnership with TEA, Copyright © All rights reserved.

6th Grade Postsecondary Costs #2

Computer Security Specialist e-book Created by The University of North Texas in partnership with the Texas Education Agency.

UNIT 3- BE A CRITICAL CONSUMER Section 1.1 Decisions, Decisions Section 1.5 Advertising and Consumer Decisions Section 3.1 Consumer Rights and Responsibilities.

Real Estate Agent Finding and Selling Homes UNT in partnership with TEA, Copyright © All rights reserved.

All About Interior Designers Career Information UNT in partnership with TEA, Copyright © All rights reserved.

CONSTRUCTION MANAGERS Vocabulary UNT in partnership with TEA, Copyright © All rights reserved.

All About Geoscientist Created by The University of North Texas in partnership with the Texas Education Agency Career Information.

So You Want to be an Construction Carpenter Created by The University of North Texas in partnership with the Texas Education Agency.

All About Civil Engineers Career Information UNT in partnership with TEA, Copyright © All rights reserved.

CLIENT FINANCIAL ADVISOR 3 rd Party A Year in the Life of a Client

Interior Design License Requirements

Accountant By: Derek. Introduction An accountant is trained in money management and use their skills to help businesses and individuals. In the future.

UNT in partnership with TEA. Copyright (c). All rights reserved. Principles of Architecture and Construction Professionalism.

2.5 Cash receipts and payment records

Information Systems 10.

Glencoe Personal FinanceCopyright © by The McGraw-Hill Companies, Inc. All rights reserved. End of.

UNT in partnership with TEA. Copyright ©. All rights reserved. Principles of Architecture and Construction Career Advancement in the World of Architecture.

The Goals and Functions of Financial Management

Architectural Design Basic Sketching Skills & Front View of House Plan UNT in partnership with TEA. Copyright ©. All rights reserved.

UNT in partnership with TEA. Copyright (c). All rights reserved. Principles of Architecture and Construction Career Portfolio to Document Knowledge, Skills,

MY DREAM JOB GENERAL MANAGER. Choose a job you are interested in and might like to do. Then research the job. Use these questions and your own questions.

Lesson Outline Created by The University of North Texas in partnership with the Texas Education Agency.

WELDING: Semester Review Copyright © Texas Education Agency, All rights reserved.

Spreadsheet Formulas Lesson Outline

Career Research Assignment

Career Research Assignment

Engineering Design and Presentation

Grade 3 Math Review Ms Nelson

Engineering Design and Presentation

Presentation transcript:

Personal Financial Advisor Helping you Save and Spend UNT in partnership with TEA, Copyright © All rights reserved.

A Personal Financial Advisor helps people decide what to do with their money and their assets. 2 UNT in partnership with TEA, Copyright © All rights reserved.

Personal Financial Advisors Recommend different things that clients should do with their money. Help their clients identify short-term and long-term goals. 3 UNT in partnership with TEA, Copyright © All rights reserved.

A Personal Financial Advisor helps you decide what do with your money so that you don’t run out of it. 4 UNT in partnership with TEA, Copyright © All rights reserved.

Personal Financial Advisors usually own their own business and work with individuals and families – not companies. 5 UNT in partnership with TEA, Copyright © All rights reserved.

Personal Financial Advisors work with a lot of numbers. They also work with machines and computer software that can help them with numbers 6 UNT in partnership with TEA, Copyright © All rights reserved.

Personal Financial Advisors need to have a college degree and a Masters degree. 7 UNT in partnership with TEA, Copyright © All rights reserved.

Personal Financial Advisors need good math, communication and problem-solving skills. 8 UNT in partnership with TEA, Copyright © All rights reserved.

So if you like to work..... With numbers Independently With details On computers with spreadsheets and statistical software, and To help others… Then, you will make a wonderful Personal Financial Advisor!!!! 9 UNT in partnership with TEA, Copyright © All rights reserved.