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Published byGriselda Grant Modified over 9 years ago
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Personal Financial Advisor Helping you Save and Spend UNT in partnership with TEA, Copyright © All rights reserved.
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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.
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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.
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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.
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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.
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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.
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Personal Financial Advisors need to have a college degree and a Masters degree. 7 UNT in partnership with TEA, Copyright © All rights reserved.
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Personal Financial Advisors need good math, communication and problem-solving skills. 8 UNT in partnership with TEA, Copyright © All rights reserved.
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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.
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