Download or read book The Retirement Management Analyst RMA Designation Curriculum Book for RMA Candidates written by François Gadenne and published by . This book was released on 2013 with total page 472 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides an advanced education combining a scientifically-based and practitioner-developed, retirement-income planning curriculum in support of earning the Retirement Management Analyst (RMA) designation. The RMA designation, created by the Retirement Income Industry Association (RIIA), is a rigorous educational and ethics training that focuses on building the retirement plan to mitigate risks and to master the retirement-planning advisory process.
Download or read book Retirement Planning Guidebook written by Wade Pfau and published by . This book was released on 2023-03-20 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Balanced Scorecard Step by Step written by Paul R. Niven and published by John Wiley & Sons. This book was released on 2002-10-15 with total page 354 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book explains how an organization can measure and manage performance with the Balanced Scorecard methodology. It provides extensive background on performance management and the Balanced Scorecard, and focuses on guiding a team through the step-by-step development and ongoing implementation of a Balanced Scorecard system. Corporations, public sector agencies, and not for profit organizations have all reaped success from the Balanced Scorecard. This book supplies detailed implementation advice that is readily applied to any and all of these organization types. Additionally, it will benefit organizations at any stage of Balanced Scorecard development. Regardless of whether you are just contemplating a Balanced Scorecard, require assistance in linking their current Scorecard to management processes, or need a review of their past measurement efforts, Balanced Scorecard Step by Step provides detailed advice and proven solutions.
Download or read book ASSET DEDICATION written by Stephen J. Huxley and published by McGraw Hill Professional. This book was released on 2004-10-22 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: The first book to close the perilous gaps in—and enhance the performance of—asset allocation Asset allocation is one of today’s bestknown investment approaches. Problem is, its major precept—that a magic-number, fixed-percentage asset mix will provide superior results for investors who have dramatically different goals and needs—is scientifically unproven and fundamentally flawed. Asset Dedication updates the asset allocation model, outlining a seven-step process designed to more effectively meet the real needs of real investors. Showing investors how to design low-risk portfolios that more accurately and successfully dedicate assets, this breakthrough book helps investors fill in the gaps inherent to asset allocation by demonstrating: Techniques for ascertaining the best asset mix by determining individual needs and goals How asset dedication provides superior protection against inflation and market risk Investing strategies for the three investment life phases—accumulation, distribution, and transfer
Download or read book Financial Statement Analysis written by Martin S. Fridson and published by John Wiley & Sons. This book was released on 2002-10-01 with total page 414 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for Financial Statement Analysis A Practitioner's Guide Third Edition "This is an illuminating and insightful tour of financial statements, how they can be used to inform, how they can be used to mislead, and how they can be used to analyze the financial health of a company." -Professor Jay O. Light Harvard Business School "Financial Statement Analysis should be required reading for anyone who puts a dime to work in the securities markets or recommends that others do the same." -Jack L. Rivkin Executive Vice President (retired) Citigroup Investments "Fridson and Alvarez provide a valuable practical guide for understanding, interpreting, and critically assessing financial reports put out by firms. Their discussion of profits-'quality of earnings'-is particularly insightful given the recent spate of reporting problems encountered by firms. I highly recommend their book to anyone interested in getting behind the numbers as a means of predicting future profits and stock prices." -Paul Brown Chair-Department of Accounting Leonard N. Stern School of Business, NYU "Let this book assist in financial awareness and transparency and higher standards of reporting, and accountability to all stakeholders." -Patricia A. Small Treasurer Emeritus, University of California Partner, KCM Investment Advisors "This book is a polished gem covering the analysis of financial statements. It is thorough, skeptical and extremely practical in its review." -Daniel J. Fuss Vice Chairman Loomis, Sayles & Company, LP
Download or read book A Guide to Starting a Business in Minnesota written by Charles A. Schaffer and published by . This book was released on 1983 with total page 112 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Optimizing Company Cash written by Michèle Allman-Ward and published by John Wiley & Sons. This book was released on 2018-02-21 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: Optimizing Company Cash provides a comprehensive guide to all elements of cash management in a business including: Inflows Outflows Cash conversion cycles Short-term borrowing and investing International business How to structure a corporate treasury function In over 200 pages, the Guide explains how CPAs and financial managers can manage their company's short-term resources to sustain ongoing activities, mobilize funds and optimize liquidity. It also provides diagrams of work flows, step-by-step checklists, templates, and treasury tips for CPAs and finance managers who are responsible for making the most of working capital and short-term resources.
Download or read book Financial Transaction Manager Technical Overview written by Craig Bryce and published by IBM Redbooks. This book was released on 2014-03-21 with total page 474 pages. Available in PDF, EPUB and Kindle. Book excerpt: Dramatic forces of change continue to sweep the financial services industry. The age of the empowered customer is here and are changing the way financial products are delivered, sold, and serviced, which are making relationships more complex than ever. The explosion of data and intense competition, which is combined with slow or inconsistent economic conditions, makes it imperative for financial institutions to find new and cost effective ways to increase market share, renew customer trust, and drive profitable growth. In this new business environment, the transaction processing arm of the industry is facing increased pressure to reduce float, better manage liquidity, and provide regulators and clients with increased transparency. At the same time, the industry must effectively manage the risks that are associated with introducing customer-focused and regionalized products and services. Financial Transaction Manager enables the management, orchestration, and monitoring of financial transactions during their processing lifecycle. Financial Transaction Manager provides the capability to integrate and unify financial transactions in various industry formats (including ISO 20022, SWIFT, NACHA, EDIFACT, ANSI X12 and others). By using Financial Transaction Manager, financial institutions gain visibility into message processing, balance financial risk, and facilitate effective performance management. This IBM® Redbooks® publication outlines how Financial Transaction Manager is deployed to realize the benefits of transaction transparency, increase business agility, and allow for innovation that is built on a robust and high-performance environment.
Download or read book Enterprise Risk Management written by John R. S. Fraser and published by John Wiley & Sons. This book was released on 2010-01-07 with total page 600 pages. Available in PDF, EPUB and Kindle. Book excerpt: Essential insights on the various aspects of enterprise risk management If you want to understand enterprise risk management from some of the leading academics and practitioners of this exciting new methodology, Enterprise Risk Management is the book for you. Through in-depth insights into what practitioners of this evolving business practice are actually doing as well as anticipating what needs to be taught on the topic, John Fraser and Betty Simkins have sought out the leading experts in this field to clearly explain what enterprise risk management is and how you can teach, learn, and implement these leading practices within the context of your business activities. In this book, the authors take a broad view of ERM, or what is called a holistic approach to ERM. Enterprise Risk Management introduces you to the wide range of concepts and techniques for managing risk in a holistic way that correctly identifies risks and prioritizes the appropriate responses. This invaluable guide offers a broad overview of the different types of techniques: the role of the board, risk tolerances, risk profiles, risk workshops, and allocation of resources, while focusing on the principles that determine business success. This comprehensive resource also provides a thorough introduction to enterprise risk management as it relates to credit, market, and operational risk, as well as the evolving requirements of the rating agencies and their importance to the overall risk management in a corporate setting. Filled with helpful tables and charts, Enterprise Risk Management offers a wealth of knowledge on the drivers, the techniques, the benefits, as well as the pitfalls to avoid, in successfully implementing enterprise risk management. Discusses the history of risk management and more recently developed enterprise risk management practices and how you can prudently implement these techniques within the context of your underlying business activities Provides coverage of topics such as the role of the chief risk officer, the use of anonymous voting technology, and risk indicators and their role in risk management Explores the culture and practices of enterprise risk management without getting bogged down by the mathematics surrounding the more conventional approaches to financial risk management This informative guide will help you unlock the incredible potential of enterprise risk management, which has been described as a proxy for good management.
Download or read book Control Your Retirement Destiny written by Dana Anspach and published by Apress. This book was released on 2013-04-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "It is a rare pleasure to read a book on personal finance with which I agree completely. Dana Anspach has produced one. I am usually turned off by the chapter on investing, which is typically false and misleading. Investing should always start from the safest strategy to achieve one's goals. Dana Anspach gets it right and expresses it in entertaining prose that anyone can understand and enjoy." —Zvi Bodie, Professor of Economics, Boston University People in their fifties start to wonder: When should I retire? Once I do, when should I take Social Security? Do I need to buy an annuity to make sure I have enough money to last my whole life? Should I move everything into Treasury Bills and other “safe” investments? In short, what do I need to do now to ensure a comfortable retirement in five or ten years? Control Your Retirement Destiny: Achieving Financial Security Before the Big Transition provides practical, how-to knowledge on what you need to do to get your finances in order to prepare for a transition out of the workforce. While never easy, retirement investing in your 20s to your early 50s has been straightforward. But as you get closer to the big event—retirement—it takes a different kind of planning to align investments, retirement accounts, taxes, Social Security, and pension decisions, all for a single objective: providing reliable, life-long income. Control Your Retirement Destiny teaches you how each part works, how one decision affects another, and--most importantly--how to focus on the items you can control rather than on the items you can’t. When you put it all together in a plan that works for you, you’ll have more choices and a greater sense of security about the financial decisions you are making. Transitioning out of work is scary. Control Your Retirement Destiny equips you with the knowledge you’ll need to make sure you’ve thought of everything. When your finances and your future intersect, you’ll be ready. This book: Covers all the major topics in retirement planning—investments, Social Security, annuities, taxes, healthcare, part-time work, and more. Illustrates which items you can control, and how to focus on them. Provides examples of how planning decisions can result in a more secure outcome when they are coordinated. Provides actionable knowledge about important money decisions faced by upcoming retirees. Control Your Retirement Destiny enables you to take charge of your financial future right now to ensure a happy, financially secure retirement. What you’ll learnYou will be able to: Apply an improved and coordinated process to make better financial decisions Focus on items within your control like tax management, risk management, and developing and sticking with a plan Determine how much investment risk you should take Decide if you need guaranteed income, and if so, how to buy it Choose investments that are best suited to meet your future income needs Avoid big retirement planning mistakes Find sources of reliable information Who this book is for Control Your Retirement Destiny: Achieving Financial Security Before the Big Transition is for men and women who are 50-plus, have money in 401(k)s and IRAs and other assets, and are beginning to think about when and how they might transition out of regular, full-time work. They are wondering when to start Social Security, how to choose investments that will provide security, how to account for medical costs and taxes in retirement, and most importantly, how to put all of these things together into a plan that ensures financial security. Readers will be in the top 50% of the population in terms of income and assets, age 50+, do-it-yourself investors, index investors, or investors who aren’t getting the answers they need from their current broker, advisor, or mutual fund company.
Download or read book New Challenges New Tools for Defense Decisionmaking written by Stuart E. Johnson and published by Rand Corporation. This book was released on 2003 with total page 424 pages. Available in PDF, EPUB and Kindle. Book excerpt: Addresses the challenges of this changed world, the difficulties for defense planning these challenges engender, and new analytic techniques for framing these complex problems.
Download or read book PC Mag written by and published by . This book was released on 1984-06-12 with total page 454 pages. Available in PDF, EPUB and Kindle. Book excerpt: PCMag.com is a leading authority on technology, delivering Labs-based, independent reviews of the latest products and services. Our expert industry analysis and practical solutions help you make better buying decisions and get more from technology.
Download or read book Disposition of Federal Records written by and published by . This book was released on 1992 with total page 156 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Directing the ERP Implementation written by Michael W. Pelphrey and published by CRC Press. This book was released on 2015-04-02 with total page 374 pages. Available in PDF, EPUB and Kindle. Book excerpt: Although many books outline approaches for successful ERP implementations, the data shows that most ERP efforts yield minimal return on investment (ROI), with most projects failing. Directing the ERP Implementation: A Best Practice Guide to Avoiding Program Failure Traps While Tuning System Performance supplies best practices along with a proven ro
Download or read book Guide to Industrial Control Systems ICS Security written by Keith Stouffer and published by . This book was released on 2015 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Operations Research written by Hamdy A. Taha and published by . This book was released on 1976 with total page 680 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Entrepreneurship written by Marc J. Dollinger and published by . This book was released on 2003 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: For junior/senior/graduate-level courses in Entrepreneurship, New Venture Creation, and Small Business Strategy. Based on the premise that entrepreneurship can be studied systematically, this text offers a comprehensive presentation of the best current theory and practice. It takes a resource-based point-of-view, showing how to acquire and use resources and assets for competitive advantage. FOCUS ON THE NEW ECONOMY * NEW-Use of the Internet-Integrated throughout with special treatment in Ch. 6. * Demonstrates to students how the new economy still follows many of the rigorous rules of economics, and gives them examples of business-to-business and business-to-customer firms so that they can build better business models. * NEW-2 added chapters on e-entrepreneurship-Covers value pricing; market segmentation; lock-in; protection of intellectual property; and network externalities. * Examines the new economy and the types of resources, capabilities, and strategies that are needed for success in the Internet world. * Resource-based theory-Introduced in Ch. 2 and revisited in each subsequent chapter to help tie concepts together. * Presents an overarching framework, and helps students focu
