Presentation is loading. Please wait.

Presentation is loading. Please wait.

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

Similar presentations


Presentation on theme: "Personal Financial Advisor Helping you Save and Spend UNT in partnership with TEA, Copyright © All rights reserved."— Presentation transcript:

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

2 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.

3 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.

4 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.

5 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.

6 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.

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

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

9 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.


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

Similar presentations


Ads by Google