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2. Chartered Institute of Professional Financial Managers

   en.wikipedia.org/wiki/Chartered_Institute_of...

   The Chartered Institute of Professional Financial Managers (CIPFM) is an American professional body for financial management situated in Wilmington, Delaware. Member of Central Delaware Chamber of Commerce (CDCC) in Dover , CIPFM has a vision to educate and certify financial managers in United States and worldwide.

3. Financial literacy curriculum - Wikipedia

   en.wikipedia.org/wiki/Financial_Literacy_Curriculum

   A comprehensive financial literacy curriculum provides basic knowledge and skills in personal financial management, such as budgeting, saving, investing, managing credit, retirement planning, and consumer awareness, enabling individuals to make informed financial decisions.

4. Personal financial management - Wikipedia

   en.wikipedia.org/wiki/Personal_Financial_Management

   Personal financial management refers to "ways" or "methods" of managing ones own personal finances. It is also known by its acronym, PFM, which refers to the type of software used for personal finance apps. Simply put, PFM refers to software that helps users manage their money. PFM often lets users categorize transactions and add accounts from ...

5. Year-end financial checklist: Your complete guide to ... - AOL

   www.aol.com/finance/financial-planning-checklist...

   For instance, while your old 401(k) might charge 0.50% or more in annual management fees, many IRA providers charge no annual management fees and use low-cost index funds with expenses under 0.10%.

6. Sick of spreadsheets? Here’s everything you need to know ...

   www.aol.com/finance/sick-spreadsheets-everything...

   Key takeaways. Personal financial management (PFM) uses technology to help consumers navigate their everyday finances, including budgeting, tracking expenses and investing for retirement.

7. Financial management advisor - Wikipedia

   en.wikipedia.org/wiki/Financial_management_advisor

   Financial management advisors, like personal financial planners, wealth managers, are not registered to provide investment advice but provide general financial counselling and advice to clients on a fee, percentage of assets, or commission basis or some hybrid of these. A typical fee for a fee-only planner might range from CDN$80 to CDN$180 per ...