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Trends in Education for Finance Banking and Wealth Management Jobs – by George Mentz

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Having taught thousands of students in law and finance worldwide, I have seen thousands of my students go on to great careers.  There is one thing that has remained true, and that is the need for every job applicant to have a balanced portfolio of assets in the areas of finance and management.

When I got into investment banking in the 1990s, I found that my resume needed to be competitive.  While I had an earned Doctor of Jurisprudence and an MBA, I needed some financial skills, licenses, and credentials. After obtaining certifications in financial planning and financial consulting, I discovered that hiring managers noticed these assets on my resume which allowed them to hire me over other candidates.

Over the next five years, jobs in finance will continue to grow. Many people have jobs in banking, investments, wealth management, financial planning, portfolio management and more.  To earn a raise or promotion, many employers want to see that you are expanding your skills, credentials and branding.  To improve your resume, some professionals seek a financial analyst certification and others seek a financial planning certification.

High level wealth managers often seek the:  CWM Chartered Wealth Manager  ® certification or a Financial Analyst qualification which are awarded from the Global Academy of Finance and Management  ® Certification Body  The Chartered Wealth Manager requires education in specialized areas beyond standard courses in investments, finance or planning including: economics, trusts, estates, global tax, macro forces, private banking, wealth strategy, money and banking, hedge funds, global risk management, and other.

Some experienced managers, generally portfolio managers, supervise a team of analysts and select the mix of products, industries, and regions for their company’s investment portfolio. These managers or directors are not only responsible for the overall portfolio, but are also expected to explain investment decisions and strategies in meetings with investors.  Some of these professionals hold a CWM, AFA or CPM portfolio management certification.

An accredited bachelor’s or graduate degree is normally required for obtaining financial analyst related jobs. Most employers require a bachelor’s degree in a related field, such as finance, business, accounting, statistics, or economics.  The Global Academy of Finance and Management ® is the first certification body to accept both ACBSP and AACSB accredited courses and exams to count toward certification and chartered credentials.

All entry level persons at an investment firm or insurance firm should be prepared to study for and take relevant regulatory licensing exams such as: Insurance License, Series 6, Series 7, Series 65, 66 or other licensing exams that are offered or regulated by the SEC, Individual States, The AICPA, the respective Insurance Commissioners or FINRA.

For the last 10-15 years or so, the US Department of Labor  Bureau of Labor and Statistics has recommended that job seekers visit the Sites of the GAFM, FINRA, CFA Institute or the CFP Board. I occasionally volunteered as an economist for the BLS for many years during both Bush and Obama.

** Commissioner George Mentz JD MBA CWM Chartered Wealth Manager ® is a licensed attorney and CEO of GAFM ® global education, which is an ISO 29990 Certified professional development company operating in over 50 nations. Mentz is an award-winning author and advisory board member to several companies around the world in education, charities, and FinTech Companies. Mentz holds a Doctor of Jurisprudence degree, and MBA, and a Graduate International Law Diploma/Certificate along with federal and state law licenses. Mentz and his companies have been seen in The Hill, The Wall Street Journal, The Week UK, The Hindu, the El Norte Mexico, Newsmax, The China Daily, The Arab Times, and many more.

All Rights Reserved 2020 –  Magazine of Wall Street

Dan Smith is probably best known for his writing skill, which was adapted into news articles. He earned degree in Literature from Chicago University. He published his first book while an English instructor. After that he published 8 books in his career. He has more than six years’ experience in publication. And now he works as a writer of news on Apsters Media website which is related to news analysis from entertainment and technology industry.

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Real Estate Mogul Mike Oddo’s Genius Pivot After Lost Market Share

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From humble beginnings to scaling his brokerage to a yearly seven figure business at 26, Mike Oddo’s feats were phenomenal. Most entrepreneurs know, the market is a constantly evolving creature. As fate would have it, real estate mogul Mike Oddo, discovered this first hand when to his dismay he realised his precious brokerage was losing market share to a competitor in the early 2010s.

The competitor had recently begun using a software allowing for an unusual advantage in the marketplace. Mike however, was not too worried as he’d anticipated a need for such a software and had begun his own development of one. This only confirmed his sususpion and pushed Mike to go pedal to the metal and make his platform usable for his brokerage. That he did and he would soon reclaim his position as the undisputed champion in the real estate space.

Spotting opportunities, Mike knew that the proprietary tech stack he and his team developed had some serious potential to catch the market by the storm. “As a seasoned real estate veteran, I knew one thing. Booking meetings with prospects was a real pain, and I had always hoped that there would be an easier way to go about conducting real estate sales.” – Mike Oddo.

A sequence of events led Mike to have a chance encounter with the brother of a former employee who was actively involved in selling Yellow Page subscriptions. He proposed to the experienced salesman a potential deal where the salesman would sell Mike’s software in return for a generous commission, a deal would be made and that month Mike Oddo would see $20,000 in subscription sales for his proprietary system.

Mike’s subscription service would go on to be named “Market Maker Leads” – a U.S based software platform for real estate agents that generates real estate leads, nurtures leads, builds your authority and status, delivers those leads as prepositioned appointments™ directly to your calendar. Everything is done for you for a set monthly cost.

Now with proof of concept that agents like and see returns with his platform, Mike made the decision to sell his brokerage for what we would imagine was a handsome amount and Found Market Maker. Since 2012 Market Maker has ushered a new era of convenience and innovation in the real estate market.

Naturally, with the next level convenience offered by Market Maker, Mike’s company has become one of the fastest growing privately held companies in America with a very positive trajectory that we look forward to seeing play out.

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Entrepreneur and marketing guru, George Elia, has been consistently behind the scenes pushing buttons behind some of the largest brands/name on social media.

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Originally from Lebanon, began his industry rise dating back in 2017, where he was a key member and mentor for some record labels,
George, was influential to the development of several artists on the label, along with many others, helping guide and support careers of artists like, Diego money , Doe Boy, Guap Tarantino, Trap Manny, and many more.
Executive to Marketing Guru and Branding Expert.
George, has been apart and responsible for bringing some of the best new products and entertainment to the eyes of Millions of social media users.
.“We’ve perfected our system, and the results prove it”

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The Importance of Pocket Your Dollars Money Solutions and Expert Financial Advice

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You may earn a lot of money, but when it comes to investment, not everyone knows the ins and outs of their overall finances. This is where Pocket Your Dollars money solutions come into picture. Read on to understand why financial advice from experts like them is necessary.

There is a thought “Only rich people need financial advice from experts”, but it’s not true. Financial advice from experts is very important if you have a growing business or even a start-up because expert financial advisors have good experience and knowledge in the field. Their experience helps you to build and protect your assets. There are many such services that you can hire. To make your investments fully secured for a longer period it is very beneficial to take financial advice from experts. Here are 5 rewarding reasons to get financial advice from experts.

  1. For Your Family’s Protection

The very first financial planning one has to decide is life insurance. There are many life insurance plans available in the market. Some are very good, while some are average and some are ideal. The main reason why there are many options is because there are various such life situations. Since every individual situation is different, an expert can tell you which life insurance policy perfectly fits your needs. 

Each life situation is different, for example, you are single or married, you are retired, or have a young family. They can help you find appropriate plans. They carefully study your life situation and provide the best feasible options for you and your family.

  • Plan for Saving and Spending

For building assets, you require long-term security. At first, you have to pay for your emergencies and then for holidays and luxuries, as it doesn’t make any sense if it was the other way around. Step one should be to start saving and controlling your spending habits. You should be free from debts. You can check out Pocket Your Dollars and hire them to help you clear your debts with proper planning. Step two is to plan the saving patterns to build a wealthy lifestyle efficiently and effectively. The financial expert understands your whole situation properly and guides you through the right path towards a victorious future.

  • Secure Your House

Purchasing a house is the costliest decision you ever take in your life. Financial experts often help you save many thousands of dollars and wait for the best time when the interest rates are best for you so that you’ll never have to borrow few dollars from here and there when you are purchasing a house.

  • Investment Goals

Many Americans think about early retirement.Whatever your goals are, a financial expert advises you accurately to evaluate what can be possible. After that, the expert creates an effective plan for you to achieve your investment goals.

  • Peace of Mind

If you are searching for a financial solution on the internet and doing all the work by yourself, then it can cost you time. To find the optimal solution, you have to study each aspect. Since the financial expert can do it in no time, you have peace of mind.

It doesn’t matter how much money you have or how old you are, you need a financial expert to ensure a secure financial future.

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