Regardless of the specifics of your assignment, your primary task as a consultant will be to facilitate the completion of periodic project goals and ensure overall objectives are met. This document defines the naming convention of the role, single or composite role layout, role definition process, approval for role changes, all the sensitive object restrictions, password management, user management, global organizational restrictions, custom transactions, custom programs, custom tables and overall SAP Security implementation strategy.
Many of the top advisors in the industry have designations such as certified public accountant (CPA), certified financial planner (CFP), certified fund specialist (CFS), chartered financial consultant (ChFC), chartered financial analyst (CFA), chartered life underwriter (CLU) and/or juris doctor (JD), and carry their Series 7, 24, 51, 63, 65, 66 and insurance licenses.
The CHS designation positions financial advisors to meet the growing market demand for informed living benefits advice, through education and practice expertise in all relevant health insurance areas including disability insurance, critical illness, long-term care insurance, basic and extended health insurance, drug and dental insurance, emergency medical insurance plans for travellers and insurance that provides immediate access to healthcare.
Disclaimer:This article was not written by a financial professional or a registered financial article is for informational purposes only, and is not intended to be solicitation or recommendation to purchase BAC or securities mentioned herein.Please consult a registered financial advisor to ensure you understand the risks and rewards associated with buying and selling stocks such as BAC and other financial products.
Financial advisors just getting started launching a new RIA face very different business and growth issues than a solo advisor who has been operating for several years but now hit a wall” in the business , and the challenges of a solo advisor are different than those of a larger firm with multiple partners who need to find alignment in their common business goals.