Descriptor: "FINANCIAL planning" / Language: english / Publication Year Range: Last 3 years / Search Limiters: Full Text / Topic: financial planners - Searchworks@Jio Institute Digital Library Search Results

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Start Over Descriptor "FINANCIAL planning" Search Limiters Full Text Topic financial planners Publication Year Range Last 3 years Language english

Author: DEEKS, ASHLEY and HAYASHI, ANDREW
Subjects: *TAX laws, *FINANCIAL planning, *FINANCIAL planners, *ECONOMIC development
Abstract: The use of economic statecraft is at a high-water mark. The United States uses sanctions, tariffs, and import and export controls more than ever before. These tools have problems, though. They impose financial costs on domestic interests. They can induce retaliation by target states. And overuse of these tools could drive the United States from its central position in the global financial and economic system, undermining the effectiveness of U.S. economic statecraft in the long run. But there is an underappreciated tool that could perform valuable foreign policy work: tax law. We argue that tax law holds promise to advance U.S. foreign policy interests and that it is especially important to deploy tax tools now. Tax law has distinctive features that make it both a partial substitute and a partial complement to other tools of economic coercion, which means that it can extend the influence of U.S. economic power while reducing the risk of overusing other economic tools. [ABSTRACT FROM AUTHOR]
Published: 2022

Subjects: *FINANCIAL planning, *WEALTH management services, *FINANCIAL planners, *BUSINESSPEOPLE, *VOCATIONAL guidance, *FULL-time employment
Abstract: Although they are held to the same professional standards, CFP professionals have achieved a more advanced level of education compared to QAFP professionals, so they're able to tackle more complex financial planning scenarios. Jay Mallari, a QAFP™ professional and president of Cambria Financial Solutions in Burnaby, B.C., recalls working with a couple who had been in Canada for more than a decade and had rented all that time. FRED ZHOU'S CAREER as a financial planner has roots in his childhood. [Extracted from the article]
Published: 2022

Subjects: *FINANCIAL planners, *VOCATIONAL guidance, *FINANCIAL planning
Abstract: JAY MALLARI immigrated to Canada along with his wife in 2012. Since FP Canada launched QAFP™ certification in 2020, it has become an increasingly popular way to start a career in financial planning, and for some, it's a stepping stone to the organization's Certified Financial Planner® designation. Financial planners with highly regarded credentials, such as FP Canada's Certified Financial Planner® certification and Qualified Associate Financial Planner™ certification, have a strong competitive advantage, says Van Cauwenberghe. [Extracted from the article]
Published: 2022

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