Financial Planning Consultants
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Shilanski & Assoc
This calculator is designed to help you clarify your comfort level with investment risk. ... Fax: 907-278-4237. rosa@shilanski.com. Map and Directi...
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A retired couple have 50000 dollars to invest. As their financial consultant, you recommend they invest some money in Treasury Bills that yield 7%, some money in corporate bonds that yield 9%, and some money in junk bonds that yield 11%. If they want 3680 dollars per year in income and they invest 1000 dollars in junk bonds, find the amount they should place in each of other two investments. They should invest _______ dollars in Treasury Bills and ________ dollars in corporate bonds to attain 3680 dollars annual income.
Question answered by Julius N
Standard form: c+j+t=50000; 9/100c+11/100j+7/100t=3680; j=1000; substitute/eliminate c = -1j-1t+50000 substitute/eliminate j = +1t-41000 substitute/eliminate t = +42000 Solution: c = 7000; j = 1000; t = 42000; They should invest ____42000___ dollars in Treasury Bills and ____7000____ dollars in corporate bonds to attain 3680 dollars annual income.Where does one find an objective financial consultant?
I mean someone who can advise on budget and long term financial planning, but NOT someone who gets commissions from selling stocks or insurance. What should one look for in terms of credentials and where should one look?
Dakota
Question answered by rockEsquirrel
Look at reference from the Certified Financial Planner Board of Standards. Then, find a Certified Financial Planner (CFP) who offers "fee only" planning, not paid by commissions.Financial Planning Word Problem?
Three retired couples each require an additional income of $1800 per year. As their financial consultant, you recommend they invest some money in Treasury Bills that yield 6%, some money in corporate bonds that yield 8%, and some money in junk bonds that yield 10%. Shoow the various ways their goal can be achieved... a. If the first couple has $20,000 to invest b. If the second couple has $25,000 to invest c. If the third couple has $30,000 to invest
Question answered by eawoodall
none of the choices you gave will give them any additional income a year. those choices will only hope to become larger over time, but must be sold to give income, only when sold can you determine what profit or loss is incurred on each, and some choices have penalties for early withdrawal. also some assets cannot be sold anytime,anywhere, but through brokers or through an exchange, so you cannot sell unless someone will buy it! it is only worth what others will pay, and their may be a margin required, so you will lose some just buying and selling it. a better choice would be annuities to give them a yearly income, or interest only bonds (some pay every six months). even a stock that (historically) pays a dividend could be a choice to get income as long as the company does not change its dividend amount, because then the amount you get paid changes, and is not as easy to compete, for a simple question anyway. and the exchange or your broker will charge some fees as well. whether you use a mutual fund most still have fees, but you can reduce risk exposure by spreading out what types of investments you use. but in general your question is nothing more than division by % (comparision). 1800/6% = 30000. 1800/8%=22500. 1800/10%=18000. 6% if you got 30k, and want exactly 1800 is easy choice. to get 1800 / 25k, 7.2% total, 15k *.08 (=1200) + 10k * .06 (= 600) = 7.2% to get 1800 / 20k, 9% total, half at 10%(10k)=1k, and half at 8%(10k)=800, gives 9%.Financial Planning. Math?
A young couple has $25,000 to invest. As their financial consultant, you recommend that they invest some money in Treasury bills that yield 7%, some money in corporate bonds that yield 9%, and some money in junk bonds that yield 11%. Prepare a table showing the various ways that this couple can achieve the following goals: (a) The couple wants $1,500 per year in income. (b) The couple wants $2,000 per year in income. (c) The couple wants $2,500 per year in income. (d) What advice would you give this couple regarding the income that they require and the choices available? I don't even know where to start with this problem. My teacher is not good at explaining anything, so if anyone can help it would be great! Thank :)
Dada
Question answered by Nick G
Start by determining how much income would result with all $25,000 in each of the investments, one at a time: T-Bills: $25,000 x 7% = $1,750 Corp Bonds: $25,000 x 9% = $2,250 Junk Bonds: $25,000 x 11% = $2,750 (a) Therefore, they can exceed $1,500 per year with all $25,000 in T-Bills. (b) To earn $2,000 per year, let's try to see how much we need in T-Bills and how much in Corporate Bonds, assuming we we not need the more risky Junk Bonds. Let x be the amount put into T-Bills. The amount put into Corporate Bonds, then, would be $25,000 - x. We calculate thes amounts like this: total int = x * 7% + ($25,000 - x) * 9% Since 7% is 0.07 and 9% is 0.09, we rewrite it like this: total interest = x * 0.07 + (25,000 - x) * 0.09 Total interest desired is $2,000 $2,000 = x * 0.07 + ($25,000 - x) * 0.09 Expanding and combining terms: $2,000 = x * 0.07 + $25,000 * 0.09 - x * 0.09 $2,000 - $25,000 * 0.09 = .07x - 0.09x $2,000 - $2,250 = -0.02x -$250 = -0.02x $250 = 0.02x x = $250/0.02 = $12,500 Therefore, $12,500 can be put into T-Bills $25,000 - x = amount to Corporate Bonds $25,000 - $12,500 = $12,500 to CorporateBonds (c) To earn $2,500 per year, we can try a similar analysis with T-Bills and Junk Bonds,but we find that the income is just $2,250 per year, not $2,500 per year. If we assume that everything must be put into Corporate Bonds and Junk Bonds, we can do a similar analysis as above and find that the safest combination of these two is $12,500 to Corporate Bonds and $12,500 to Junk Bonds If this is not considered safe enough, we can put some money in each of the investments, For example, we can invest like this: $5,000 to T-Bills $2,500 to Corporate Bonds $17,500 to Junk Bonds Here is the table: Annual Income....T-Bills......Corp Bonds...Junk Bonds .....$1,500.........$21,429 $0............... $0 .....$2,000.........$12,500........$12,500........$0 .....$2,500.........$12,500........$0................$12,500 .....$2,500.........$6,250..........$0................$18,750 .....$2,500.........$0................$12,500........$12,500 .....$2,500.........$5,000..........$2,500.........$17,500 Note that other combinations are possible. (d) Advice: Higher interest rates come with higher risk. If you are concerned about the risk, then more money should be put into Treasure Bills and little or none into Junk Bonds. Therefore, minimizing risk means living with less income.relocating to toronto/ GTA - want to work as a assistant to life insurance agent ?
I am a financial planning consultant in Dubai - when i move to toronto for good -- i want to work as assistant to life agent for first few years . b4 i decide to go on my own How can i start my search ??
Tony
Question answered by konscri
Start by visiting Canadian Job search engines such as www.wowjobs.ca or the Canadian Government job bank at www.jobbank.gc.ca. That site is good since it offers a resume builder feature, newcomers to the country special services and a "Going to Canada" link: www.goingtocanada.gc.ca Don't forget to find reasonable accommodation (room for rent) on www.kijiji.ca (click on Toronto) In the meantime, practice your grammar and english :) Good luck!How much can I earn as a Financial Consultant(by selling insurance policies, 401K plans etc.)?
I want to start my career as a Financial Consultant with Principal Financial Group in San Francisco, CA. I just wonna know how much can I earn as a Financial Consultant(by selling insurance policies, 401K plans etc.) I just want to know if it can be a good career move. I just want roughly upto how much can a person earn in this.
Question answered by punchie
Taking a TOTAL stab in the dark...I'm guessing anywhere between $50-maybe $60K starting out (+ or minus commissions/load fee percentages)...if you play your cards right. Granted it is not your typical...everyday kind of job...it requires lots of OJT (on the job training) Classes in Security Exchange/Trading/Business& Accounting Law (lest we do anything illegal now) continuing education, lots of $ towards advertising and marketing. It's a loaded question you asked because it's like any career...you get what you put into it. Most often it is a referral based business upfront before you get the repeat/steady customer base...as I understand it from my financial advisor. Fees are based on a % of what the client asks you to manage...the more they make the more you take. The better you are at your job the greater the rewards. But, the bottom line is knowing how to work with people, lots of trust issues involved it's not a "quick buck" mentality if you want to stay in the game long-term. Regardless, it sure wouldn't hurt you to try something new & more importantly increase your knowledge of financial concepts/management that you can "take with you" to enhance your personal financial health & wellbeing...regardless if you do this short or longterm.What kind of career possibilities are there that involve giving financial advice?
I am interested in finance and investing, and am currently in school for business. I am unsure of what career possibilities await me after graduation though. I was considering positions like: investment adviser, financial adviser, tax consultant, financial planner, etc I would like to be giving advice, but not putting huge pressure on my shoulders (ie- I don't want to physically make the decisions of how to invest others' money) I like researching different ways to invest that would avoid high taxes, and other ways to maximize returns I would like to stay away from sales as much as possible, as I don't want to sell a product I might not necessarily believe in; and sales really isn't my thing. I hear that financial planners is really only 5% planning/researching, and 95% sales/marketing
Question answered by
I will say that degree in economics or diploma in business management would be enough for you to get a job in financial sector. Or to become a stock broker, after graduation you have to apply for a sixth month training program provided by any stock broker firm. There are many job opportunities available for financial advisor you can take job in banks, university and some MNC which give very good salary.Mr. A, as a financial consultant, has prepared a feasibility report of a project for XYZ Company that the comp?
Question No 1: Mr. A, as a financial consultant, has prepared a feasibility report of a project for XYZ Company that the company is planning to undertake. He has suggested that the project is feasible. The consultancy fee paid to Mr. A will be considered as: Sunk cost Opportunity cost Both sunk cost and opportunity cost Neither sunk cost nor opportunity cost
Question answered by Whats Up Doc
C both sunk cost and opp cost.How much do management consultants make and what do they do?
im 15 and im looking into that or a financial advisor. Im going to college in a year(when im 16) so i wanna know exactly what i want to do because i plan on getting a doctorate degree in management,accounting finance spanish computer science statistics calculus and economics. i just want to know how much they make and what they do exactly(management consultants not financial advisors)
pop
Question answered by zukoreborn
Managements consultants are basically problem solvers for corporations, agencies, schools, etc.. An example was when Pepsi was looking at purchasing Quaker, they hired a management consulting firm to analyze whether or not the purchase would be beneficial to Pepsi. Then, once they decided it was, the firm got to handle the mergining of the two companies and whether to use Pepsi's manufacturing assets or Quakers, etc. They solve all sorts of problems as well, like the Chicago Public School system has hired consultanting firms to revamp their system and make the schools more safe and more productive. In terms of salary, they make a lot of money. Starting salary is probably between 50-70k, and after ten years will be making a lot of money, 100k+.how can i get a USA management consultant to partner with?
For more than twenty five years I have been a business director& financial consultant all over the Arab region, and Africa. I have created relationships with many of the business leaders in those communities. During the years I learned much about working with multicultural businesses. I worked for many banks as an independent senior auditor or as financial consultant. I am experienced in Financial Analysis, Business Acquisition, Human Resource Management, Financial and Strategic Planning, Organizational Restructuring, Cost Recovery, Information Systems and Design and Implementation of Financial and Management Audits. I have had many successful experiences with startup businesses. I have worked well as a team leader as well as in a group dynamic. I have a solid record of setting goals and achieving results. MBA / Major in Finance Corporate Planning, Xavier University. Cincinnati, Ohio 1984 B.A. / Major in Accounting, Ain Shams University, Cairo Egypt 1969
idcinvest
Question answered by bmwdriver11
Have you tried posting your resume on Monster.com, Careerbuilder.com, Dice.com, etc? Also, have you considered going to the Career Sections of the Big Consulting firms (KPMG, Deloitte, PWC, etc etc) and sending your resume to them directly in response to specific job postings?
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