How to become a financial planner jobs

a) investment cost analysis ) b) p&l c) Revenue analysis and d) Analysis of operating expenses

1) investment cost analysis (fixed) b) p&l c) Revenue analysis (3 years minimum) d) Analysis of operating expenses

...seeking for a qualified logistics planner with a strong background in distribution management. I require assistance and expert advice on finding a 3PL for packaging and distribution. Also developing a check list for a first-time user of 3PL's Key responsibilities: - Assessing our current logistics plan, mainly focused on distribution - Developing a robust, efficient distribution plan for freight operations - Providing regular advice on maximising distribution efficiency Ideal candidate must have: - Significant experience in logistics planning, especially distribution strategy - Expertise in Distribution - Solid understanding of supply chain processes - Exceptional problem-solving abilities It would be a bonus if you have ...

...applying for the task, please read the following: - I will include a code word at the end of the text to ensure you have read it thoroughly. When you apply, please start with this code word; I will ignore everything else. - The price and time you provide will be considered fixed, so please adhere to them as I will not negotiate. - I will explain the task as precisely as possible and provide the necessary login credentials. Here is the task: My website is a multi-vendor platform where sellers list their products. When sellers upload products, they had to specify product images and gallery images separately for image uploads. I asked the previous freelancer to automate this so that the product image would automatically become a ...

I'm in need of a highly skilled finance professional who can create a detailed, data-rich report for the general public. Key Requirements: - The purpose of the report is to present financial data. - The report should be detailed, including charts and graphs to illustrate key points. Ideal Skill Set: - Extensive experience in financial analysis and reporting. - Ability to present complex data in a clear and engaging manner. - Proficiency in creating detailed charts and graphs. The final output should be a comprehensive, engaging report that can be easily understood by the general public.

I'm searching for a professional who can develop an accurate stock market prediction model aimed at short-term forecasts. Key Points: - **Prediction Focus:** This project primarily centers on crafting a model that excels at short-term stock market predictions. - **Data Source:** The model should primarily rely on historical stock prices for its predictions. - **Accuracy Standard:** The primary requirement for the model is to deliver a prediction accuracy level above 70%. Ideal Skillset: - **Data Science:** Proficiency in data science is essential, along with a comprehensive understanding of stock market dynamics. - **Machine Learning:** Strong experience in developing machine learning models, particularly in the area of financial forecasti...

In need of a professional able to manage the distribution of my estate assets. There isn't a strict deadline for project completion, so thoroughness and meticulousness are prioritized over speed. Key Responsibilities - Overseeing the distribution of real estate properties and financial investments related to the estate. Ideal Skills - Experience in asset distribution, particularly relating to estate administration. - Familiarity with legal documents involved in these processes. - Strong attention to detail is imperative, as the project doesn't have a time limit. - Experience in real estate properties and financial investments management is beneficial. Be sure to include any certifications you h...

Material This training program is designed to equip project leaders and project members with knowledge, skills that enable them to estimate planned projects. estimating is a basic industry process that answers the question “How much is the project expected to cost?” Inaccuracies in project estimates will have detrimental effects on all parties involved. because industrial projects require a relatively long time to implement, financial commitment must be obtained before the industrial process, usually the price is obtained before the construction of the project is carried out. This project cost estimate (Project Cost Estimation) is very useful for planners, implementers, owners, as well as investors to...

I'm looking to have a website set up that will function primarily as an informational platform for an international English school in the UK. The audience I am targeting with this site is potential students so the design should be user-friendly and accessible to a broad range of users. Key Features to include: - Company History/About Us: The website should have a dedicated section that will showcase the history of our organization in a compelling and engaging way. - Courses Offered: An essential component of the site will be a detailed and well-organized list of services we offer. This information should be easy to find and browse. These will be the English courses we offer which are General English, IELTS Preparation, Sk...

...founder of a Creative Event Agency in Atlanta, GA. I am in need of a marketing expert who can help me enhance our digital and social media strategies. The goal is to boost brand awareness, generate leads, and drive traffic to our website. We are a full-service event agency looking for a growth partner to help us expand our client base and increase our revenue. Target Audience: Our agency caters to the corporate world, B2B companies, Fortune 1000 brands, and global agencies. Therefore, the ideal candidate should have experience in marketing to similar audiences. Main Objectives: Increase Brand Awareness: Help us become more visible and recognizable in our industry. Generate Leads: Drive more potential clients t...

Material This training program is designed to equip project leaders and project members with knowledge, skills that enable them to estimate planned projects. estimating is a basic industry process that answers the question “How much is the project expected to cost?” Inaccuracies in project estimates will have detrimental effects on all parties involved. because industrial projects require a relatively long time to implement, financial commitment must be obtained before the industrial process, usually the price is obtained before the construction of the project is carried out. This project cost estimate (Project Cost Estimation) is very useful for planners, implementers, owners, as well as investors to...

...experienced financial analyst with expert-level MS Excel skills to provide a comprehensive understanding of the data and help build a comprehensive energy financial model. Key Deliverables: - Explanation of Cash flow projections - Explanation of ROI calculations - Explanation of Sensitivity analysis - Explanation of 5-year financial projection - Explanation of Manufacturing Financial Feasibility Modeling Data Inputs: - Revenue projections - Cost projections - Investment costs - Tax rates Inflation Handling: - Inflation should be included in the projections Ideal Candidate: - Proficient in MS Excel, capable of building complex models - Experience in financial modeling for the energy sector - Understanding of...

I am seeking a skilled solidity blockchain developer to create multi-signature smart contracts to handle financial transactions. Key Responsibilities: adding features debugging maintenance - Develop multi-signature smart contracts on the Ethereum blockchain. - Perform thorough testing to ensure contract security and functionality. Ideal Skills and Experience: - Profound knowledge of Solidity and Ethereum blockchain. - Experience in developing and deploying multi-signature smart contracts. - Strong understanding of financial transactions processing. - Familiarity with smart contract testing and debugging. Please show examples of previous smart contracts you've developed, especially multi-signature contracts for financial transactio...

...Calling All Creative Content Creators & Community Builders! ? Are you a social media enthusiast with a passion for crafting engaging content and building vibrant communities? ✨ Ready to showcase your skills and take your freelance career to the next level? Look no further! ✨ Part-Time Freelance Social Media Content Creator & Community Manager ✨ This is your opportunity to make a real impact with a dynamic startup: Unleash your creativity: Craft captivating social media content (video, graphics, stories) that sparks conversations and drives engagement (particular focus on TikToks, TikTok trends and video editing skills) Foster vibrant communities: Engage with followers, respond to comments, and build a loyal following...

...opportunities to enhance your projects? Look no further! We are thrilled to introduce our innovative Reward Program (CRP), designed exclusively for individuals and firms utilizing AWS in their projects. We are dedicated to revolutionizing the cloud computing landscape, with a focus on AWS. As a leading provider of cloud solutions, we strive to empower businesses worldwide by leveraging the full potential of AWS services. With a commitment to excellence and innovation, we aim to establish AWS as the ultimate choice for cloud computing needs. The Reward Program (CRP): CRP is our initiative to foster collaboration and expand the reach of AWS within the global community. We recognize the invaluable insights and experienc...

I'm looking to create a Wordpress website that will serve as an e-commerce platform for selling digital trading indicators. Key Requirements: - Development of a professional, user-friendly and responsive website. - Creation of a secure payment gateway for individual purchases. - Implementation of a system that can deliver the digital trading indicators to customers upon purchase. - Integration with an email service for order confirmation and updates. Ideal Skills: - Proficiency in Wordpress development, e-commerce websites and payment gateway integration. - Strong knowledge of digital product delivery systems. - Experience in designing and implementing secure and user-friendly payment systems. Please note that the primary focus is on the e...

...relations, and crises communications. We also organise events on behalf of European trade bodies including an annual awards ceremony for a leading sports nutrient association which takes place in London. We are looking for an experienced Event Organiser to provide essential administrative and logistical support for the team in the UK and EU either on a freelance or fixed term contract to deliver an awards ceremony in London in December 2024. You will need a positive, can-do attitude, and be able to flex your approach and make decisions at speed when required. You will perform well under pressure and possess great attention to detail. This is a hybrid role with some scheduled time in the London office will be required al...

In search of a Tally integration professional to add new features to our existing Web Portal system. I require suitably experienced person to integrate Invoicing and Billing, Inventory Management, and Financial Reporting within Tally. Key Task Requirements: - Work on the integration between Tally and our existing Web Portal - Implement user registration and login features - Create a dashboard for effective data visualization - Enable Tally integration for real-time data updates Ideal Skills and Experience: - Extensive experience with Tally and web portal integrations - Expertise with invoicing, billing, and inventory management systems - Proficiency in utilising financial reporting tools - Strong capabilities in creating dashboards for d...

I'm looking for a professional writer with a strong understanding of business concepts to create a comprehensive business report for me. Key Requirements: - Analyzing financial performance - Evaluating marketing strategies - Assessing operational efficiency Ideal Skills and Experience: - Proven track record in business report writing - Understanding of financial, marketing, and operational concepts - Ability to concisely convey complex information

I require the expertise of a proficient Odoo ERP freelancer to assist in migrating data from an old system to a new one. Key Requirements: - Expertise with Odoo version 15. Familiarity with the ins and outs of this system version is crucial to successfully migrate the data without loss or corruption. - Extensive experience is paramount. I'm eager to hear about the similar data migration projects you've handled in the past and the results you've achieved. - A deep understanding of the Accounting module which the data is primarily focused on. Ensure you are adept at dealing with figures, financial data, balance sheets and other financial reports. Best suited freelancers would be detail-oriented, meticulous, an...

I'm looking for a proficient writer to craft a monthly newsletter focused on blockchain technology, cryptocurrency news, and investment strategies. This newsletter is tailored for a diverse audience including: - Crypto enthusiasts: Providing them with the latest trends, emerging technologies, and upcoming events in the crypto space. - Investors: Covering the market analysis, potential investment opportunities, and expert opinions. - Beginners interested in cryptocurrency: Simplifying complex concepts, offering beginner-friendly guides, and providing essential knowledge to help them start their crypto journey. The ideal candidate should have knowledge and experience in: - Cryptocurrency and blockchain technology - Investment strategies, market anal...

I'm in need of a comprehensive business plan for my startup mediation consultancy. As a business-to-business service provider, my main areas of focus will be civil and commercial, workplace mediation. The plan should cover: - Market Analysis: I need a detailed overview of the mediation market in England, with a particular focus on the demand for civil, commercial, and workplace mediation. This should include key competitors, potential niches, and market trends. - Marketing and Sales Strategy: The plan should outline a strategy for how I will attract and retain clients, particularly individuals, small businesses, and corporations. This should include marketing channels, pricing strategies, and sales tactics. - Financial Project...

Building a comprehensive school management software with features like online exams, results management, fee management, and more would require integrating various modules. Here's an outline of how you could structure such a software: User Authentication and Access Control: Allow administrators, teachers, students, and parents to log in with different levels of access. Student Information System (SIS): Store and manage student demographics, academic records, attendance, health information, and conduct records. Teacher/Staff Management: Manage teacher and staff profiles, attendance, timetables, and leave requests. Online Exam Module: Create and manage online exams with customizable parameters (e.g., time limits, question types). Provide tools for questi...

I need a comprehensive loan calculator that can handle different loan calculations and provide detailed outputs. The ideal calculator should incorporate: - Simple interest calculation - Compound interest calculation - Amortization schedule based on EURIBOR 6M + spread Key Features: - Input fields for: - Principal amount - Interest rate - Loan term - Calculation of: - Total interest paid - Payment schedule The final deliverable should provide clear, accurate results. The tool needs to be user-friendly, with a clean and intuitive interface. Previous experience with financial calculators or loan management systems is a plus.

I am seeking a skilled software developer to create a rental system CRM application with specific functionalities. Key Features Required: - Customer Management: The application should be capable of managing customer details, their rental history, and other related information. - Inventory Tracking: An efficient inventory tracking system should be in place to monitor the available and rented items in real-time. - Rental Scheduling: The ability to schedule rentals, track them, and send reminders to customers is crucial for this project. Platform Compatibility: The software should be compatible with various platforms including Windows, MacOS, iOS, and Android. Essential Functionalities: - User Authentication: The system should validate the users b...

I am looking for a professional who can help me create a detailed and viable business plan for launching a cafeteria in Dubai for eg ( Antar, ijaza etc) This cafe will mainly serve a variety of items, focusing burgers, sandwiches, juices, snacks and all types of foods. Key responsibilities will include: - Crafting a comprehensive business plan including market analysis, competitive study, financial projections and marketing strategy and where to source all the products from. - Expertise in identifying profitable and suitable locations within the city. - Price and cost estimates - Experience in the food and beverage industry, specifically in cafeterias or casual dining, will be highly preferred. Ideally, candidates will have a deta...

...an experienced US accountant to handle bookkeeping and help with obtaining a Colorado Sales Tax License for my Shopify business. Here are the specifics of the project: - Bookkeeping: as my accountant, you'll be responsible for accurately maintaining records of financial transactions on a regular basis. This includes recording sales, purchases, receipts, and payments, as well as reconciling bank statements and generating financial reports. - Assistance with Colorado Sales Tax License: I need help in applying for a Colorado Sales Tax License. This involves understanding the specific requirements and regulations for sales tax in Colorado and ensuring that my business is compliant. Your experience as a US accountant with a stro...

...looking for a skilled developer to help integrate Websockets into my system. The primary functionality I need is to ensure that my finance data is updated in real-time. Key Requirements: - **Websockets Integration**: The project primarily requires the integration of Websockets to enable real-time updates. The financial data should be updated swiftly and accurately as it changes. - **Data Security**: While the data is sensitive, standard encryption is sufficient. The system should be safeguarded against any data breaches that would compromise the financial data. Ideal Skills: - Proficiency in Websockets and real-time data updates. - Experience in handling financial data or other similarly sensitive information. - Understanding of encrypt...

I'm in need of a skilled accountant to manage my financial records and tax preparation, specifically for Colorado state tax requirements. Your responsibilities will include: - Handling bookkeeping tasks - Preparing financial statements - Applying for a Colorado Sales Tax License - Ensuring compliance with the state's tax regulations Communication is key, so I'd prefer if we can engage via email and video conferencing. Your expertise in the field and experience with similar projects will be highly valued and appreciated.

I'm seeking a reliable developer to construct an app compatible with both IOS and Android platforms. The app's principal function includes transferring money from credit cards to bank accounts effortlessly. Desired features: 1. **SMS Verification**: Users should be authenticated through SMS verification in order to ensure security. 2. **Manual Credit Card Entry**: The process of transferring money would involve the user manually entering their credit card information. Ideal candidates will have experience in creating financial apps, dealing with user authentication systems, and can prioritize seamless functional flow. Preference will be given to those who have worked on similar projects and have a clear understanding of mone...

I'm in need of a dummy web application that will solely serve as a demo platform, basically only html and css Key Features: - Display of dummy financial data: The dashboard should showcase dummy financial transactions in an organized manner. Ideal Skills and Experience: - Web Development - UX/UI Design Please note: This is a mock-up demo. The web application does not need to have any actual functionality, just the simulated display of financial transactions. I just need to make to show the demo to my supervisor, so basically just make the image I give into HTML and css so it can look the same

I invested few lakhs to acquire a 1.02% stake in an SPV. Despite the overall sale price appreciation over five years, I'm facing a loss upon exit, contrary to expected gains. I'm seeking a forensic audit service to conduct a thorough analysis of this matter. I will provide my observations along with the Audit report and Bank statements. Before bidding, please ensure you have experience in conducting forensic audit investigations and the ability to observe irregularities (which will enable me to engage in a more informed dialogue with the SPV team). Key responsibilities: - Focus is primarily on the review of financial statements - Identify any signs of financial fraud - Deliver a comprehen...

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I need a professional website that aptly portrays my investment advisory services and showcases my portfolio. The website should cater to individual investors, small business owners, and high-net-worth individuals. Key Features: - Detailed and clear information about my advisory services: Candidates with experience in creating informative and engaging content relating to finance or investments will have an advantage. - An investment portfolio section: The ideal freelancer should demonstrate an ability to elegantly display financial data in an accessible manner. - A contact form: Allow visitors to submit inquiries directly through the site. - An investment calculator: This needs to be user-friendly and visually appealing, requiri...

I need expert assistance with a specific task related to Excel. This task involves the careful extraction of data from Excel into a pivot table. The data in question is financial in nature, and more specifically, the focus is on expenses. Here is what I require: - Just the expenses data extracted from the Excel file and made available for the creation of a pivot table. - You'll need to determine the format of the data in the Expenses column. Your skills and experience: - Advanced knowledge of Microsoft Excel, especially in working with different types of data. - Proven experience in handling financial data, specifically expenses. - Ability to interpret varying formats of data on Excel. - Good problem-solving abilities, given t...

...need a freelancer who can conduct a quick stock market research based upon availability. I am looking for a potential talent that can develop an algorithm for me that can help us keep earning money in the stock market without losing any money. I want to make an automate notification based on financial news so that I can just simply buy it if I know the top price going to go up and sell it if I know the stock price goes down in the future. So then I can prevent such thing, loosing money, to happen to me again in the future. For example, if I ask you, why is this particular stock's price (7781.T) has significantly decreased today morning (16th March 2024) ? What is your proposal solution to prevent that from happening o...

I'm looking for a freelancer to build a microfinance project. The goal of this project is to facilitate small loans to entrepreneurs and track loan repayments. Readymade Micro finance project for WestBengal base. The ideal candidate should have experience in developing financial management systems. Clear understanding of microfinance principles is a plus. Looking for a freelancer who can deliver a user-friendly, secure, and reliable platform.

I am in need of a skilled freelancer with expansive knowledge in tax filing and planning, financial statement preparation, audit and assurance services, winding company procedures, and addressing private limited pending compliances. Ideally, you should have vast experience in handling financial matters for small businesses. Your application should include: - Detailed project proposal: Kindly break down how you plan to provide the services I require. Highlight your approach, the steps you will take, and the tools and methodologies you will employ to ensure everything is done professionally and up to standard. Skills and Experience: - Certified Accountants and Company Secretaries: Given the complexity of the work, it's crucial that ...

I need a comprehensive business plan specifically for a children's tableware business targeting preschoolers (3-5 years). The main goal of this business plan is to guide my business operations strategically. Key aspects that should be incorporated in the plan include: - Comprehensive Market Research: Specifically tailored to the local community markets as these are the primary target markets. - Competitive Analysis: A detailed evaluation of the current and potential competition within the preschooler's tableware industry in local community markets. - Marketing Strategy: Developing an effective and robust marketing strategy that appeals to this particular demographic. - Financial Projections: Accurate and detailed financial...

I am in need of an experienced and creative freelancer to help me prepare a pitch deck. The primary goal of this deck is to attract potential investors. Key components include: This pitch document should consist following:
- Need
 
-Strategic Vision/Value Proposition 
-Product/Technology/IP Strategy - About Mobile App 
-Management Team with strength About me , Uroosa ji, Riya Yadav 
-GTM Strategy & Competitive Landscape 
 - Market Size 
-Target Customers, Business Model Financial Status & Plan 
-Milestones with Timelines 
 
-Vision for the future of the company ...

...is a technology related to charging the on-board storage device with power supplied from an external vehicle charging facility. In recent years, the development of electric vehicles capable of “plug-in charging” using a charging cable for power supply has been progressing, and there is a problem of heat loss at the charging facility, charging cable, and vehicle charging inlet. Therefore, technology is required to protect these from excessive temperature rise. On the other hand, to shorten the charging time, it is necessary to increase the charging power, and this may cause excessive heat rise at the contact point. Therefore, by providing a cooling mechanism, we aim to protect the charging cable and inlet appropri...

I'm in need of a franchise or licensing agreement expert to assist in creating a partnership or collaboration agreement for my business. Key Elements: - Define Roles and Responsibilities: It's crucial for the agreement to explicitly outline the functions and expectations of each party involved in our partnership. - Revenue Sharing & Financial Arrangements: The agreement should clearly state how profits will be shared and what the financial arrangements will entail. - Termination & Exit Strategies: Having a clear exit strategy is necessary for any business agreement. The document should cover the terms of termination and the process for exiting the partnership. This job would be ideal for someone who has experience...

I'm looking for a professional writer with a strong understanding of business concepts to create a comprehensive business report for me. Key Requirements: - Analyzing financial performance - Evaluating marketing strategies - Assessing operational efficiency Ideal Skills and Experience: - Proven track record in business report writing - Understanding of financial, marketing, and operational concepts - Ability to concisely convey complex information

I require a competent professional to create a Statement of Advice document covering three core areas - Investment Advice, Retirement Planning Advice, and Debt Management Advice. Key responsibilities: - Developing a comprehensive advice document targeted at individuals. - Diversifying the advice across investment, retirement planning, and debt management. Ideal Candidate: - Experience in financial advisement. - Exceptional writing and communication skills. - Profound understanding of financial planning and debt management strategies. - Proficiency in creating Word format documents. Deliverable: - A well-structured Word document embodying detailed financial advice targeting individuals.

I'm planning to venture into the dropshipping domain, with a specific focus on portable dog water bottles. The idea came about, but I'm uncertain if it's feasible. I have conducted some market research, but I'll benefit from a professional's eye. I am targeting pet owners with an active lifestyle who would find these bottles useful for their companions. I am looking for someone with: - Prior experience in marketing dropship products - Knowledge about the pet supplies market - Excellent market analysis capabilities - Innovative marketing strategies to target pet owners and individuals leading active lifestyles Your main responsibilities would include: - Evaluating the feasibility of my product idea - Robust market analysis - Creating ...

...Android developer to create a Forex live charting app that integrates seamlessly with our online CRM. The app will receive live Forex data along with indicators via web socket. Key Features: Real-time Forex charts with multiple timeframes Integration of specific indicators provided through the web socket Option to switch between different currency pairs Customizable interface: users can select which indicators to display Push notifications for significant market events Sample Menu: Home News Market Accounts The app should be both functional and visually appealing, with an intuitive user interface that accommodates traders of all levels. The design should prioritize ease of navigation and effective use of the app's features. You will receive a ...

I'm in need of an experienced API developer(s) to assist with integrating our platform with multiple external systems in USA. Plaid API aggregates with multiple finance systems (banks mainly) and their investment aggregation didn't work for me. Since Plaid API didn't work for me I am thinking we will have our own APIs to integrate to any investment banks/ brokers like E*Trade, TD Ameritrade (now part of Schwab(, Vanguard, Fidelity, Robinhood and many more. See Following APIs are needed at high level: - Minimum 1) Get Holdings/ Positions (stocks, bonds, mutual funds, options, ETFs, etc.). We will pass institute name, account # or login/password, 2) Get Transactions (Dividend Paid, Bough, Interest Charged

I'm in need of a Medical Billing Assistant for my existing business. Ideal candidates should have an intermediate level of eClinicalWorks (eCW) experience and have a strong background in managing billing and insurance processes as well as analytical and financial reporting Key Responsibilities: - Collecting accounts receivable and processing appeals - Handling Medicare insurance claims - Handling commercial insurance claims - Assisting with monthly analytical and financial reports The ideal candidate should be well-versed in managing billing processes and have experience with both Medicare and commercial insurance. This role is crucial for ensuring our business's financial health, and we need someone who can hit the ground running.

I've been facing issues with a MySQL table that seems to be taking up too much space in my database, despite there being no data in it. The table is almost 2MB in size while it has no rows at all. The database was originally like 50kb a few weeks ago. Recently we made some minor changes, like adding index. Then it suddenly become so huge. Key points: - Table size issue: The MySQL table is bloated despite having no data, and it's causing performance problems. - Insertion operations: The table is mainly used for inserts, which are what I need it to be optimized for. The work needs to be done remotely using anydesk. If you know how to do it, it should be just a few min fix.

I am seeking a talented Grant Writer to assist in drafting a comprehensive grant proposal for a business grant. Key Responsibilities: - Craft a compelling grant proposal specifically tailored for securing start-up funding from private foundations. - Ensure all grant requirements are met and the proposal is persuasive and well-researched. Ideal Skills and Experience: - Proven track record in successfully obtaining business grants, especially for start-up funding. - Proficiency in understanding the needs of private foundations and tailoring grant proposals accordingly. - Excellent writing and research skills to articulate the business's vision, mission, and financial needs effectively. - Knowledge of the grant application process, incl...