Word: planner
(lookup in dictionary)
(lookup stats)
Dates: all
Sort By: most recent first
(reverse)
Enter the certified financial planner, a new breed of personal financial consultant with expertise on how to help people make the most of their money. C.F.P.s assist families in straightening out finances, dealing with high interest rates, saving effectively and managing their debts. Says William Anthes, 38: "Many people should be living a lot better than they are. There are families making $50,000 that are feeling pressed but shouldn...
...life underwriter) or C.P.A. (certified public accountant), but Anthes and his fellow faculty members hope to change that by funneling more people through 18 to 24 months of courses at a tuition of $850. About 50% of the college's graduates belong to the Institute of Certified Financial Planners, which in January will begin setting education standards for its members. The Atlanta-based International Association of Financial Planners claims 8,200 members. As of now, there are no licensing requirements anywhere in the U.S., and almost anyone with a pocket calculator can call himself a financial planner. Says Association...
Regan's replacement as chairman, Roger Birk, 50, is a former account executive who joined Merrill Lynch's Minneapolis office in 1954-as a clerk. Like his predecessors all the way back to Merrill, Birk is a planner who sees his company becoming even bigger. Says he: "There's not any single firm that's put all the financial services together, including Merrill Lynch. But I think we're going to be the only one that will be able to pull it off." Merrill Lynch's bold bulls seem destined to range ever more...
...Cambridge City Council last night turned down a package of zoning amendments proposed by the city's chief planner that might have allowed developers to build larger buildings in some areas of the city...
...transition director of the Bureau of European Affairs--State's office for European and Soviet matters--Pipes will have considerable authority to "de-Shulmanize the State Department," in the words of one senior defense transition planner, and effect far-reaching changes in policy and personnel...