How to become a financial planner jobs
I'm looking to hire a professional data analyst specializing in predictive analysis for a specific assignment. The task will revolve around scoping out the sales data for my operation, with a focus on our expenses. Required Skills: - Expertise in Sales Data Analysis - Familiarity with Predictive Analysis - Ability to provide detail-oriented examination of Expenses The intention is to better predict our expenses and make informed financial decisions, enhancing the efficiency of our operations. Preferred Experience: - Previous experience in sales data analysis - Portfolio showcasing predictive analysis strength - A solid understanding of expense tracking and financial modeling with proven success Note: Confidentiality...
I'm in need of a developer with experience in financial markets to create a reliable stock market indicator. The purpose of this indicator is to identify buy/sell signals specifically for stocks. Knowledge in financial data analysis will be key to your success in this project. The ideal candidate will have: - Experience in financial software or indicator development - Strong understanding of stock markets - Ability to work with financial market data The scope of the indicator is not limited to any specific stock market or industry. Therefore, it should be capable of analyzing a large array of stocks from different markets and industries. To be selected, you need to demonstrate your a...
I am seeking a proficient web developer to create a website dedicated to providing daily gold rate updates to the general public. The website should exemplify a modern design style, ensuring it is intuitive and easy for any user to navigate. The main features required are: - Live gold rate updates: The website should display real-time gold rates that dynamically change as per market fluctuations. - Historical gold rate data: Along with daily updates, this website should have a feature to navigate through past gold rates for analytical and information purposes. I highly prefer working with someone who has prior experience with financial or commodity-related websites and has excellent knowledge in the field of web dev...
I'm seeking a talented Django/React developer to assist with both front-end and back-end development of my web application for a week. Aside from the code writing, we'll also be doing a substantial amount of testing, idea sharing and brainstorming in a fun, team enviroment. If your an introvert whom just wants a task list - this will not suit, if you wish to spend a week having fun and blowing up a codebase till its happy - this is more for you. The project involves: - Front-end development - Back-end development - Deployment assistance - General development work Skills and experience needed: - Proficient in Django and React.js framework - Familiarity with testing and deployment processes - Strong problem...
I'm in need of a professional translator to help me with the translation of 4 pages of a Balance Sheet from English to European Spanish. The document is related to finance so prior experience with financial terminology is a must. Key Requirements: - Industry Experience: You should have a background in finance or accounting to accurately translate these terms. - Language skills: A native Spanish speaker or someone with equivalent proficiency in European Spanish would be ideal. - Accuracy: The translation must be precise and true to the original content. - Confidentiality: The document contains sensitive financial information, so I need someone who can maintain confidentiality and privacy. If you have...
I'm looking for professional help to secure additional funds via a second charge on my real estate property in London uk . The current mortgage on the property is still being made, so experience in handling similar financing scenarios would be crucial. Skills and Experience needed: - Substantial experience with second charges - Knowledge of legal implications and processes - Ability to provide financial guidance - Deep understanding of real estate property valuations - Experience working with monetary institutions or lenders. Your responsibility will encompass everything from providing advice, handling necessary paperwork, to liaising with my mortgage lender and the second charge financier. Please bid with proof of your competence on similar ...
As a financial tech firm, we're seeking a skilled Mobile Application Developer who is proficient in Flutter. Due to some information constraints, we did not specify certain features and design preferences, nor were we explicit about any required integration with external systems. However, we expect the developer to offer guidance and suggestions based on their experience. Key Responsibilities: - Develop a financial mobile application using Flutter. - Assume responsibility for user registration and login, account dashboard, and transaction history features. Ideal Skills and Experience: - Proven experience as a Mobile App Developer using Flutter. - Proficiency in designing engaging, user-friendly interfaces. - Familiarity with i...
I need an experienced freelancer to create a chart with interest rates in Canada for every month between January 2015 and the current month. Key Requirements: - The chart should accurately reflect the fluctuation in interest rates over the specified time period. - The format must be an excel which is easy to read and interpret. - No additional analytics features such as trend lines or forecasts are necessary, the primary focus is to clearly display interest rates by month. Ideal Skills: - Research historical interest rates in canada - Proficient in Excel and creating line graphs. - Strong understanding of financial data, specifically interest rates. - Eye for detail and ability to ensure the data is clearly presented for easy understanding.
As a service-based company, our main objective is increasing our revenue in the next three years. Our revenue model is built on the provision of services. Currently, we are facing challenges in finding new clients, which is impacting our financial performance. We are in need of an effective business strategy and a 3-year plan that can help us address these issues and achieve our business goals. The key pillars that the prospective strategy should be built on are: * Revenue Growth: Identify innovative ways to diversify and maximize income. * Client Acquisition: Develop methods to attract and secure new clients. Ideal Skills and Experience: - Proven experience in business strategy and planning - Expertise in the service provision market dynamics - Consi...
...iOS operating systems. Functionality: - The primary purpose of this app is to facilitate both financial management and educational activities. It's a hybrid app that will cater to people interested in both fields. Features: - The app will include paper trading functionality. This means users can simulate trading stocks, bonds, or other investments without committing actual funds. This will be an integral part of the educational aspect, as users can learn about investment strategies and risks without the financial implications. Ideal Skills: - Proficient in Flutter for cross-platform development - Experience in Figma to design and prototype the app - Prior experience in developing finance or educational apps is a plus Please pro...
I'm looking for a skilled video editor to join my team. I run a faceless stock market related YouTube channel and produce educational content - think stock analysis, market updates, and industry insights. Your primary responsibilities would be incorporating graphics and visual effects to make our videos engaging and informative. The ideal candidate should understand how to bring complex financial concepts to life through visuals. In terms of style, we aim for an educational and analytical tone. This means that the visuals need to complement and enhance the content, helping to break down the information in a clear and visually appealing way. Ideal skills and experience: - Proficiency in video editing so...
...seeking a freelancer who can assist with my quarterly GST filings for my Sole Proprietorship business in India. Key Details: - **Country & Business Type:** The GST filings will specifically involve the regulations and process applicable to India and my Sole Proprietorship. - **Frequency:** The services will be required on a quarterly basis, ensuring timely and accurate submissions. The ideal candidate should: - Have a deep understanding and hands-on experience with Indian GST regulations, particularly for Sole Proprietorships. - Be well-versed with the filing procedures and requirements for quarterly GST submissions. - Demonstrate a track record of accuracy and timely completion of similar tasks. - Maintain a high level of professionalism ...
I'm looking for a seasoned developer with strong proficiency in Blazor web assembly, API, and SQL Server to build a compact application for invoice billing. The main goal of this application is streamlining my billing process. Key Features: - Invoicing/billing: The platform should facilitate automated creation and delivery of invoices. Ideal Skills: - Familiarity with Blazor web assembly, API, and SQL Server - Experience in creating billing systems - Understanding of financial processes - Excellent attention to detail If you have prior experience in a similar role and you're up for the challenge, I'd like to hear from you.
...seeking a savvy web designer to help refresh my website with a more interactive, modern design. Here's what I envision: - Design changes: I want to spruce up the current layout with a sleek, modern twist. This includes updating the color scheme and adding interactive elements to engage my audience more effectively. - New Functionalities: Crucially, I need online booking functions implemented, with integration with my phone calendar, and seamless integration with Docusign for contract signing. I'd also like the system to show me financial stats (revenue data) . You're an ideal candidate if you're experienced in modern web design, online booking systems, and payment/Docusign integration. If you can craft engag...
I'm in need of a comprehensive business plan for a medium-scale gym business. The primary target audience for this gym are adults. The plan should be carefully structured to meet the following objectives: - Secure Financing: A well-crafted plan that clearly demonstrates the financial viability and potential for growth of the gym. - Outline Marketing Strategies: A detailed marketing strategy to attract and retain adult members. This should include online and offline channels, as well as any innovative ideas. - Define Operational Procedures: Clear operational procedures that will ensure the smooth running of the gym, including staff management, equipment maintenance, and day-to-day operations. Ideal candidates for this project ar...
Hello: I need an experienced developer who is full-stack or we can have 2, one for backend with Nodejs. For frontend we use Vue js, Tailwind css, Angular, Express, Nuxt etc. Payment is based on milestone limits. This is not a new project from scratch. No serious person will send proposal more than $120. Total cost may become more. Thank you
...plan writing to help create a comprehensive, compelling document to secure funding. An ideal candidate is experienced in aviation industry specifics and understands the nuances of achieving financial support in this sector. Key Details: - Aim: The primary purpose of the plan is to persuade potential investors to provide funding for our business. - Industry: We operate within the aviation industry, dealing with various business aspects in this domain. However, the client didn't specify the target market, which implies a broad coverage. Required Skills and Experience: - Proven experience in business plan writing. - Sound understanding and experience in the aviation industry. - Excellent persuasive writing and financial fore...
As someone in charge of financial operations for a business in Quebec, I am in crucial need of a freelancer versed in Quebec's financial regulations. Fluent French communication is a non-negotiable for this role as you will need to navigate governance documents and correspond with French-speaking officials regularly. Your core responsibility will be financial compliance, and any demonstrated expertise in that field will count heavily in your favor. Ideal skills include: - Knowledge of Quebec-specific financial regulations - Fluent French language skills - Previous experience in investment compliance Please ensure your bid reflects your ability to fulfill these requirements. Thank you for your interest in this project.
I need a skilled article writer to help me create informative and educational content on various technology topics. The content will be targeted at traders, so a good understanding of the financial market and related technological trends is important. The articles should be written in an engaging and easy-to-understand way. All the written articles are to be posted in online medias, free magazines etc. Ideal Skills and Experience: - Proven experience in article writing, particularly on technology topics - Familiarity with the financial market and trading - Ability to produce informative and educational content - Excellent command of English and a writing style that is engaging for traders.
I need a proficient financial expert to develop detailed annual financial statements for my business from my bank account information. The expected deliverables are an income statement, balance sheet, and a cash flow statement. Expectations: - Categorize all transactions specifically. - Compile accurate, detailed final statements. Skills and Experience: - Solid understanding and experience in financial accounting and bookkeeping. - Attention to detail. - Ability to meet strict deadlines. - Confidentiality and professionalism. - Proven track record in similar projects.
I'm seeking a skilled programmer who possesses a deep understanding of Tradingview, MACD indicator and trading algorithms. Your task would be: - To create an indicator within Tradingview that traces resistance and support using the MACD on 1-hour candles whenever a MACD reading is lodged between two peaks - This indicator should automatically draw a horizontal line once it identifies a support or resistance level. Note that this task requires the use of customized parameters for the MACD indicator instead of the default ones. The ideal person for this project would have a strong background in designing algorithms for financial markets, specifically building custom indicators on Tradingview. Experience in financial an...
We are looking for an experienced video editor to work on a project which involves taking raw footage of more than 3 hours and turning it into a refined video, using advanced editing techniques such as special effects and color grading. This raw footage is related to travel and we create travel vlogs for our youtube channel. We have a specific style that we would like to emulate, so we need someone with the skill and passion to recreate the vision we have in mind. To give you the best idea of what we are looking for, we can provide samples of the type of videos we want to create. As the youtube channel is for Indian viewers, we are looking for someone who is fluent in Hindi and we like your work, this job can become ...
I'm seeking an experienced fundraiser to assist with a project aimed at providing essential humanitarian aid to refugees in need. Key Responsibilities: - Create and manage a fundraising campaign on GoFundMe - Utilize social media and other platforms to promote the campaign and reach a wide audience The funds raised will primarily be used for: - Providing food and water for refugees - Ensuring adequate shelter and clothing - Acquiring necessary medical supplies and healthcare services Ideal candidates should possess: - Proven experience in fundraising and achieving financial targets - Strong communication and social media skills - A passion for humanitarian causes and supporting vulnerable populations This is an excellent oppo...
I'm seeking a developer to create an application compatible with the Quotex binary options platform. It will receive signals for executing trades through manual input, and notify me of these signals via push notifications. Key Requirements: - Compatibility: The application should be designed specifically for Quotex. - Signal Reception: I need a reliable system for receiving trade signals. As I will input this information manually, it must have an intuitive interface. - Notification System: The application should notify me of signals, so I'm looking for a developer who can implement a push notification system. Overall, I'm looking for a skilled developer who has experience working with financial platforms, and can create a...
I need the expertise of an accomplished business plan writer skilled in market strategy, particularly for the catering industry. My venture is an exclusive hideout café that aims to serve young professionals. I need you to develop a comprehensive business plan within one month. The business plan is required to feature key aspects including but not limited to: - Market analysis, focusing on young professionals as our target market. - Operational plan detailing the inner workings of the café. The business plan should be complete and investor-ready, including financial projections and a sharp executive summary. Prior experience in constructing plans for catering or hospitality businesses will be beneficial.
WARNING - Must Read Before Placing a Bid! I am in search of 10 marketing automation experts proficient in various platforms such as Marketo, , , Latenode, and GoHighLevel. Ideally, you should possess expertise in: - Email marketing automation, - Lead nurturing and scoring, - CRM integration, - Social Media Management Automation, - Content Creation Automation, - Customer Support Automation. The main target for our marketing automation efforts is a B2C (business-to-consumer) audience. Additionally, the candidate who demonstrates a solid understanding of automation tools and a knack for implementing effective strategies will also earn an equity share in the business. Must-Have Core Values Requirement: To be able to get this lucrative opp...
I shall assist you in financial assignment for your project.
Topic =Role of Central Bank in banking regulation,shaping, monetary policy and financial stability of Indian banks
I'm in need of proficient individuals well-versed in Probability, Calculus, and Data Analysis. Your expertise will aid in achieving three key aspects of this project: Data Visualization, Statistical Modeling, and the creation of Educational Tutorials. Requirements: - Ability to work with a variety of data types: Survey data, Financial data, and Experimental data. - High proficiency in Probability and Calculus for the statistical modeling aspect of the project. - Strong skills in Data Analysis for the purpose of data visualization and tutorial creation. Ideal skills and experience: - Advanced knowledge of Probability and Calculus. - Extensive experience with data analysis, particularly on diverse datasets. - Previous work in statistical modeling and/or education...
I would prefer to pay small flat fee and a success fee incentive for each successfully funded grant or scholarship to reward your work. Require a smart, organized, creative thinker and writer. Someone who can apply for private scholarships to secure financial assistance for a female undergraduate student in BioChemistry at a University in Ontario, Canada. The student is currently completing her first year and will be attending summer school too. Key Responsibilities: - Reviewing eligibility for various private scholarships - Assisting in the application process, including filling out forms - Writing essays and responding to prompts with a unique perspective that stands out from the crowd - Ensuring all necessary docu...
...working on a financial analysis project through Microsoft Excel and require assistance with data structuring specifically for pivot tables. I aim to feed this data into a comprehensive dashboard. The Excel spreadsheet encompasses multiple periods of financial data. Key Aspects: - Data included in the pivot tables are dates of financial periods, types of financial information, and identifiers such as multiple General Ledger accounts, categories and subcategories. - The task involves transforming this spreadsheet data into an appropriate format suitable for creating a pivot table and consequent dashboard. Skills and Experience: - Proficiency in Microsoft Excel, particularly in the handling of complex data and pivot tables. - Expe...
...vendor (certified accountant) stating that an Audit and/or a Comprehensive Financial Review has been conducted. The audit and/or financial review needs to be conducted on an annual basis. The audit/financial review does not have to contain any budget or financial information if the institution is concerned about privacy. Corporations are sometimes private about this component. The institution needs to submit the documentation from the third-party vendor with the audit and/or comprehensive financial review documentation, and the findings/opinions, if any, included. Financials need to be certified. The certification to express his/her findings – “no deficiencies” is what we are seeking onc...
I'm in need of a loan specifically for inventory financing for my e-commerce business based in India. The purpose of this loan is to manage and increase my inventory. This is crucial for the growth of the business, as we aim to expand our product range and respond to customer demand more effectively. Repayment of the loan will solely be from the profits generated from the sales. It's important to note that the business is currently breaking even, therefore, I'm looking for a loan that offers fair terms and doesn't burden our cash flow. Ideal candidate for this job would have: - Proven experience in acquiring loans for e-commerce businesses, particularly for inventory financing. - A thorough understanding of the e-comme...
...(Project-Based Pay)** Are you a motivated individual with a knack for sales and a passion for technology? We're seeking talented IT Sales Representatives to join our dynamic team on a project-based payment model. As an IT Sales Representative, you'll be responsible for identifying and pursuing sales opportunities within the IT sector, including software solutions, digital services, and technical consulting. **Key Responsibilities:** - Prospect, qualify, and close sales deals with potential clients in the IT industry. - Build and maintain strong relationships with clients, understanding their needs and offering tailored solutions. - Collaborate with our technical team to develop customized proposals and presentations. - Stay updated o...
I require an accomplished auditor to undertake a complete audit of my company's finance and accounting operations. This will entail examining all segments of our finance and accounting processes and providing a comprehensive evaluation. After the audit, I will require an audit of the Balance Sheet and Income Statement. The ideal candidate should have: - Extensive experience in finance and accounting audits - Knowledge and understanding of balance sheets and income statements - Keen attention to detail and strong analytical skills - CPA qualification would be beneficial
I'm seeking an experienced app developer to create a comprehensive app for our restaurant for both iOS and Android platforms. Key Features Required: 1. A Customer-Facing Interface: - This must have a modern design. Although specific designs weren't stipulated, we envision a sleek user interface that is intuitive and easy to use. 2. Payment Integration: - The app needs integration with an online payment gateway, facilitating seamless financial transactions. 3. Management Functionality: - The deployment should include a backend management system, letting the admin or the chef print, monitor, and track orders. 4. Service Preferences: - It should have a feature for customers to choose between pick-up and d...
I am looking for an experienced developer to create an app for iOS, Android, and Web that allows users to register, create events, and manage RSVPs. Here's what you'll need to know: • Platforms: This needs to work for iOS, Android, and be Web-based. • Features: The app should allow for user registration, the ability for those users to create events, and an efficient RSVP management system. • Registration: Users should have multiple options for registering with the app. They should be able to do so through Email, Social media accounts and Phone number. Ideal skills and experience for this job include being versed in cross-platform app development and understanding of database management for user registration. A k...
Trying to find a way to replace the money I used to pay my taxes within the next 30 days. Wife and myself have many health issues and while in retirement have come across few financial set backs. I might need to come out of retirement even though I do need to attend to my wife's needs.
hello, i am looking for a teacher who can teach me how to use AI Technology for changing face - AI Technology, Free apps - Purpose = i want to make 5 minutes video, only to input to my zoom backround so that i can change my face for zoom meeting attending only. It is not for heavy editting. how we work - Teach me Via Zoom ( 0ffcam) , 30 minutes and share screen, show me how to do it
Currently, I am seeking an expert in NinjaScript. I am using the NinjaTrader 8 platform and need assistance in developing an automated trading strategy...I am seeking an expert in NinjaScript. I am using the NinjaTrader 8 platform and need assistance in developing an automated trading strategy. All expertise levels are welcome, yet a strong background in NinjaScript and algorithmic trading with NinjaTrader 8 is a must. To ensure the successful completion of this project, previous involvement in developing automated trading strategies is strongly preferred. As the project's details concerning financial instruments weren't specified, I invite bidders to be prepared to work across various markets unless specified otherwise later in the pr...
I need professional guidance to elevate my beginner status in Axure RP specifically focusing on prototype development. The key deliverables of this project will be: - Training on basic and advanced aspects of prototype development in Axure RP - Hands-on exercises and interactive sessions Looking for a freelancer with: - Extensive experience and knowledge of Axure RP - Excellent communication skills - Proven track record in teaching or coaching software skills - Experience in training beginners to advanced levels While I am a beginner in Axure RP prototype development, I am eager to learn, develop my skills and become proficient in this tool. If you meet the above criteria, please bid.
I'm looking to hire a skilled ghostwriter to help me revamp a series of documents about IRS tax audits into a new and engaging ebook. The central theme of this new ebook is to provide insights on avoiding an IRS tax audit, particularly tailored for small business owners. The tone of the ebook should be informative and educational. Key Tasks for the Freelancer: - Transforming provided documents into a coherent and engaging ebook of less than 5,000 words - Tailoring the content to be specifically relevant and actionable for small business owners - Ensuring the tone is informative and educational Ideal Skills/Experience: - Experience in ghostwriting or content creation, particularly in the financial or tax domain - Strong ...
...need of a highly-skilled and experienced design professional to create a sophisticated and detailed sponsorship proposal for our networking event. The target audience for the proposal includes the general public, industry professionals, and a specific demographic that will be communicated to the assigned freelancer. The proposal should include: - An understanding of the event and its purpose - Definition of tiered sponsorship levels - Outline of sponsorship benefits (branding, engagement opportunities, data sharing) - A robust Marketing Promotion Plan and Media Coverage strategy - Appropriate financial details (budget overview, predicted ROI) - Efficient Sponsorship Management Plan (point of contact, regular updates, post-event report)...
We are looking for a Quickbooks Expert who specializes in the restaurant industry. As a Quickbooks Expert, you will be responsible for managing and reconciling financial records, tracking expenses, and generating financial reports for our restaurant business. The ideal candidate should be highly proficient in Quickbooks and have a deep understanding of restaurant accounting processes. Responsibilities: - Manage and reconcile financial records in Quickbooks - Track expenses and ensure accurate categorization - Generate financial reports, including profit and loss statements - Provide guidance and insights on financial performance Requirements: - Stro...
I'm in need of a junior accountant who can spend less than 10 hours per week handling account reconciliation and invoice insertion tasks. Key tasks and requirements: - Account reconciliation: You should have a good understanding of how to resolve any discrepancies in financial data. - Inserting purchase invoices: You will be responsible for recording all purchase details accurately using Excel and Exact Online. Ideal candidates must have: - Experience with Excel and Exact Online for account reconciliation and invoicing. - Good data entry skills. - Sharp attention to detail. - Ability to work independently. Please ensure you meet the above requirements before submitting a bid. Thank you.
As someone striving for a secure financial future, I am in need of a financial advisor who can provide part-time assistance in retirement planning, investment advice, and tax planning. The ideal candidate will utilize their expertise to guide my short-term investment goals and long-term retirement savings strategy. Key Responsibilities: - Providing guidance on retirement planning - Offering insightful investment advice - Assisting with tax planning Ideal Skills and Experience: - Proven experience as a financial advisor - Strong understanding of retirement funds, investment strategies, and tax laws - Demonstrated ability to create tailored financial plans based on individuals' needs and goals - Excellent communic...
