We are delighted to announce our first webinar of 2025! In Managing Your Finances for 2025, you will learn practical advice to help you take control of your finances for the year ahead. Benjamin Halpin QFA, CFP®, and financial advisor at Halpin Wealth Management, will share tailored insights and advice for solicitors on: · Balancing personal and professional financial priorities · Budgeting effectively for the year ahead · Tips for maintaining financial stability while managing the demands of practice Ben’s extensive experience in finance and business leadership ensures this session will be both relevant and actionable for solicitors looking to refine their financial management strategies. This webinar qualifies for 1 hour of Professional Development and Solicitor Wellbeing CPD by e-Learning. A recording will be available after the live session for those who register but cannot attend. Join us Thursday 9th January 2025 at 1pm and kickstart your 2025 with expert financial guidance. Register your place here - https://lnkd.in/e23Bt3a Our webinars are brought to you in partnership with Finders International Ireland. #financesforsolicitors #financialplanning #solicitors #cpdforsolicitors
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Delighted to share that I have successfully completed the Financial Accounting Online Course offered by Harvard Business Publishing! This comprehensive program has provided me with a strong foundation in financial accounting principles and practices. I am confident that these newly acquired skills will be invaluable as I navigate the complexities of the business world. #FinancialAccounting #ProfessionalDevelopment #HarvardBusinessPublishing #LifelongLearning
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Just finished the course “Finance for Non-Financial Managers” by Earl Stice and Jim Stice. Check it out for basic finance and accounting info: https://lnkd.in/dU3zN_-N #finance. The LinkedIn Learning Library has free courses with a premium subscription and a free 1-month trial available which I did. Any courses that you would recommend?
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Are you excelling in client services but struggling with the financial side of your business? Understanding cash flow, optimizing day rates, and navigating financial reporting can feel overwhelming Cactus Agency Finance for the Non-Financial training course is tailored for agency founders like you. It will help you to gain the knowledge, tools, and guidance needed to master agency finance, empowering you to drive your business forward confidently The next course takes place in July and spaces are limited, get in touch if you're interested in knowing more #AgencyFinance #AgencyGrowth
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In our last networking session, we had a brilliant presentation from Marlene Francisco, the Director of Wisetree Financial Planning. Marlene is a Chartered Financial Advisor who helps her clients to think about their circumstances now and to look ahead to the future. Staying on top of one’s financial affairs can be time-consuming and often challenging, but having our finances in order gives us peace of mind, allowing us to focus on fulfilling our objectives in life. This is why seeking the help of a professional adviser could make all the difference to you, your family, or your business. To hear about more insightful featured presentations, contact us to be invited to our next chapter meeting. #finance #IFA #financeadvisor #financialadvise #BNI
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🚀 Upcoming Training Alert: Finance for Non-Financial 🚀 Struggling to make sense of financial reports and numbers? This training is designed just for you! 🔑 In our Finance for Non-Financial Professionals course, you’ll: - Learn the essentials of financial statements, budgeting, and decision-making. - Gain confidence in your financial understanding, even without a financial background. 📞 Contact us for more details or to reserve your spot! 👉 If you have any questions, don’t hesitate to get in touch. We’d love to help you boost your financial skills! #FinanceTraining #ProfessionalDevelopment #BusinessGrowth #BBS #BenchmarkBusinessSolutions
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I'm thrilled to share that I've completed the online Course, and successfully passed the certification exam for #Financial_Management_Essentials The Financial Management Essentials Certificate program will give you the skills and confidence to: - Make sense of financial statements - Determine the full cost of operating an organization - Communicate with your board about your organization's finances - Analyze your organization’s financial health
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‼️ UPCOMING WEBINAR | Financial storytelling: How to read and analyse your audited accounts Presented by John Somerset FCA, Director, Somerset Education 🗓 Tuesday 28 May 2024 at 7:00am to 8:00am (AEST) via Zoom. Registration fee: A$99 (inc GST) per Registrant* 🎬 *Note: Please register even if you’re unable to attend the ‘live’ webinar as the recording is available to all Registrants up to thirty days after the webinar. 👩💻 The webinar content: > Your legal obligation regarding financial statements > 'Accounting 101' — the financial essentials > Top three questions to ask your financial team. 📚 By attending, you will: > Learn the basics of financial accounts > Understand where your school sits relative to other schools and why this matters > Know what data is important and what questions to ask. ⁉️ Further information and to register 👉🏻https://lnkd.in/gSVvvQ6k 🍎 Somerset Education | Simplicity | Integrity | Professionalism #20YearsOfFinancialConfidence #TheNext20Years #SomersetEducation #JohnSomerset #FSSreport #FSS #FinancialViability #FinancialSustainability #FinancialBenchmarking #NonGovernmentSchools #privateschools #schools #schoolgovenors #schoolboards #schoolprincipals #schoolbusinessmanagers #governwithconfidence #LeversOfFinancialSustainability #Simplicity #Integrity #Professionalism John Somerset FCA David Reed Cathy Galvin Cathryn Galvin Jessica S.
Financial storytelling: How to read and analyse your audited accounts - Somerset Education
https://www.somerseteducation.net
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Are you ready to elevate your financial acumen? Don’t miss this golden opportunity to join our exclusive, no-cost online training on Profit Planning & Budgeting, led by the esteemed expert, Elshan Rahimov. Who Should Attend? - Aspiring Entrepreneurs: Forge your path with robust financial strategies. - Ambitious Professionals: Propel your career by mastering your finances. - Anyone Seeking Financial Improvement: Enhance your life through better financial management. Why This Training Is A Must: - Direct Access to Experts: Elshan Rahimov brings a treasure trove of knowledge from his extensive career in finance. Learn firsthand from a pro who has mentored countless individuals and businesses to financial success. - Practical, Actionable Insights: Walk away with valuable strategies and techniques that you can implement immediately to optimize your financial planning and budgeting. - Empowerment for Action: Boost your confidence in financial decision-making with tools and insights that empower you to secure and grow your wealth. Act Now! Slots are filling fast! Secure your spot in this transformative session and start your journey toward financial mastery today. 📞 Contact us: +971 50 504 41 08
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Our Financial Management for Non-Financial Managers course with Dr. Michael Newman, PhD, MS Accy, MBA, CPA, CIA, CFE, CMA is coming up on December 4. This one-day course covers the basic concepts of financial accounting and management that are essential for the efficient operation of any business. You’ll walk away with the knowledge and skills needed to improve your understanding of financial concepts to make better strategic decisions. REGISTER TODAY: https://buff.ly/3Zcf3tY #execed #financialmanagement #financetraining
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New Practical Financial Planning Workshop open for booking! 'Creating Super SMART Client Goals' 🎯🎯 Wednesday 2nd November at 10.00 for 90 minutes and giving 1.25 hours of The Chartered Institute for Securities & Investment (The CISI) Accredited and Endorsed CPD. All the details are on the post below ⬇️⬇️⬇️ #financialplanning #paraplanning #financailplanners #paraplanners #CISI #CPD
APP Chartered MCSI - Founder of Sparrow Paraplanning and Sparrow Solutions, First Paraplanner President of the Personal Finance Society and Former Chair of PFS Paraplanner Panel
Do you know your client’s WHY? 🤔 We all know that great financial planning and advice comes from understanding the client’s WHY – what is it that’s really driving them - what's their passion in life? 🧡 Having clear, defined, personalised goals and objectives are the bedrock of any Financial Plan but do you sometimes struggle to articulate them in the right way? The next Sparrow Solutions Financial Planning Workshop – ‘Creating Super Smart Client Goals’ might be able to help! In this session, we’ll be looking at: ⭐ understanding what is a SMART objective or goal ⭐ learn questions and techniques to get the right facts and info from the client to create them ⭐ understand the differences between Financial Planning goals and investment objectives - and why that's important! ⭐ learn how to write SMART objectives that are personalised to the client, for use in their Financial Plan and suitability reports The feedback from previous sessions has been really good! 🎯 "It was a really good session, liked that it was small enough to be able to go into some detail about specific questions and got more out of it by being able (and feeling able) to ask questions." 🎯 "I now really understand the benefit of asking the clients more questions to understand their goals." 🎯 "It was all really useful and has given me some good open questions to use with clients" It's on 6th November at 10.00 for 90 minutes and gives 1.25 hours of The Chartered Institute for Securities & Investment (The CISI) Accredited and Endorsed CPD 🎓 All the info, more feedback from previous sessions and how to book can be found on the link in the comments. All are welcome but tickets are limited so make sure you get in quick! ⬇️⬇️⬇️ #SMART #SMARTobjectives #CISICPD #CPD #paraplanning #financialplanning #financialadvice #paraplanners #financialplanners #financialplanner #paraplanner #CISI #Sandbox #financialadvisers #financialadviser
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