Word assignment financial ratiosproiecte
I have a simple text-based PDF file that I need to be converted into a Word document. The purpose of this conversion is to enable further editing and formatting. Key Requirements: - The PDF is straightforward, with no images or tables, just plain text. - The Word document should follow a standard business format, so no specific styling or custom style guide is needed. Ideal Skills and Experience: - Proficiency in typing and data entry - Familiarity with standard business document formats - Experience in PDF to Word conversion is a plus - Attention to detail to ensure accurate and error-free transcription
...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 have (e.g., CPA, CFP, attorney, etc.). This important task needs utmost precision, thus prior experience in e...
...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 determine whether the project will be carried out or not. project cost estimatio...
...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 determine whether the project will be carried out or not. project cost estimatio...
...looking for an 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 manuf...
...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 transactions. Have in mind that a thorough underst...
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 ind...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-commerce functionality and the secure delivery of the digital products to customers. Your understanding of financial tools and trading indicators ...
...some scheduled time in the London office will be required along with attendance at the event itself. Responsibilities Assist in all tasks involved with planning and coordinating of events. Manage the administration involved with event logistics, including contract support, catering, audiovisual requirements, venue booking and other operations. Monitor and track event budgets and financial records. Liaise with clients and partners in support of awards sponsorship. Support the creation and distribution of event invitations, agendas, marketing materials, and ticket sales. Lead on outreach for Awards organisation (including for products’ entries, judges research, attendees) Oversee logistics related to Awards organisation (including the distribut...
I'm looking to set up a Google Word document with basic editing and formatting options and collaboration capabilities for a small team of less than 5 people. Key requirements include: - Basic editing and formatting options: This involves simple text formatting and the ability to create lists. - Collaboration and sharing capabilities: The document should allow for easy sharing with my team and enable simultaneous editing by multiple users. Given the scale of the team and the simple level of formatting required, I'm looking for a freelancer who is experienced with Google Word documents. It's important for the freelancer to ensure smooth collaboration and user-friendly interface. A good understanding of document sharing settings would also be a plus.
In search of a Tally integration professional to add new feature...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 da...
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 versi...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, and possess a proven track record of handling similar tasks successfully. Let’s set the bal...
I'm looking for a talented game developer to create a captivating word search game for mobile platforms, specifically iOS and Android. This game is intended to be highly detailed and animated, so experience with creating visually engaging mobile games is a huge plus. Key Requirements: - Development for Mobile Platforms: The game should be compatible with both iOS and Android, ensuring a wide audience reach. - Visual Excellence: The game is expected to have highly detailed and animated graphics. A strong portfolio showcasing similar work would be highly beneficial. Optional Requirements: - Social Features: While I'm open to the idea of incorporating social features within the game such as leaderboards, player profiles, or in-game chat, this is not a strict requirement. ...
...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 analysis, and financial writing - Crafting engaging and informative content for a diverse audience The newsletter will be sent out monthly, so punctuality and consistency are crucial. Experience in newsletter writing or similar content creation is highly preferred. The newsletter is also sent to our high-end buyers. Here is an overview of the type of newsletter we send:
...individuals, small businesses, and corporations. This should include marketing channels, pricing strategies, and sales tactics. - Financial Projections: I'm looking for detailed, realistic financial projections for the first three years of operation. This should include revenue forecasts, expense estimates, profit margins, and cash flow projections. Ideal candidates for this project should have: - Proven experience in business plan writing, preferably in the services sector - A solid understanding of the mediation industry, particularly in the UK - Strong analytical skills and the ability to produce high-quality market research - Experience in financial forecasting and budgeting - Excellent communication skills, as there may be a need for further clari...
...invoices, receipts, and financial reports. Communication Tools: Facilitate communication between teachers, students, and parents through messaging systems and announcements. Provide event calendars for scheduling exams, parent-teacher meetings, and other activities. Library Management: Catalog and manage library resources. Implement a check-in/check-out system. Provide search functionality for students and staff to find resources. Transportation Management: Manage bus routes, schedules, and transportation assignments. Track bus attendance and maintenance schedules. Inventory Management: Track school supplies, equipment, and assets. Manage purchase orders and inventory levels. Analytics and Reporting: Provide analytics on student performance, attendance, and financial ...
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 ...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 ...
...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 based on their login credentials. - Payment Processing: The application should have an integrated payment processing system to facilitate smooth financial transactions. - Reporting and Analytics: I also require reporting and analytics feature to understand the performance and insights. Ideal software developers for this project should have strong experience in CRM development and should have previously worked on similar projects. Knowledge in cross-platform development will be an added advantage. i want the application to be made...
Looking for Freelancer with Skills in Technical and Financial Proposal Writing, Design, and Summary Creation About Us: We are a dynamic event management company specializing in organizing memorable events that celebrate culture, heritage, and unity. Our team is dedicated to delivering exceptional experiences for our clients and their audiences. Opportunity: We are seeking a freelance professional who can assist us in crafting compelling technical and financial proposals for our events. This role involves creating visually appealing designs and themes that align with our clients' objectives and summarizing them into concise proposals that capture attention and secure contracts. Skills Required: Proficiency in writing PPT technical and financial proposals for e...
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 detailed understanding of the Dubai market and the pr...
...to create a spreadsheet, which would organize and manage our worker rota for late shifts from Monday to Friday. We have two sites, including inpatient and outpatient pharmacies, which need coverage. Key functionalities of the required Excel Spreadsheet: 1. Worker Availability: - The ability to input more than 20 workers' availability. - An advanced combination of automatic and manual assignment based on the available days of our workers considering part-timers. 2. Worker Ability: - A system to allow input about the worker's ability to cover specific sites, based on their previous experience. The ideal freelancer should have a high proficiency in Excel, including VBA, Macros, and writing complex formulas, balanced with an understanding of rota scheduling ne...
I'm in need of 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 strong background in bookkeep...
...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 encryption methods and how to apply them effectively to secure data. The successful freelancer will ensure that the system ...
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 ...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 mon...
I have a simple text-based PDF file that I need to be converted into a Word document. The purpose of this conversion is to enable further editing and formatting. Key Requirements: - The PDF is straightforward, with no images or tables, just plain text. - The Word document should follow a standard business format, so no specific styling or custom style guide is needed. Ideal Skills and Experience: - Proficiency in typing and data entry - Familiarity with standard business document formats - Experience in PDF to Word conversion is a plus - Attention to detail to ensure accurate and error-free transcription
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...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 comprehensive report of your findings Ideal candidates for this project should have: - Proven experience in forensic accounting - Comprehensive understanding of financial statements - Ability to detect signs of financial fraud - Excellent report-writing skills - High attention to detail If you have a track record of conducting successful forensic audits and are confident in your ability to identify financial...
More details: Is this project for business or personal use? For an existing business What is the main objective of your SEO campaign? Increase website traffic Which type of SEO do you need? On-page SEO, Off-page SEO, Technical SEO Target to achieve SERP position 1 for company's Keywords
I am in search of an experienced professional to craft a concise and engaging company profile for my business. The profile should be in a Word document format and should be between 1-5 pages in length. I specifically want to highlight the following: - Company History: A succinct yet informative overview of our journey, achievements, and milestones. - Products/Services: Detailed descriptions of our offerings, emphasizing their unique features and value propositions. The ideal freelancer for this job should have a good grasp of business language and a proven track record of creating effective company profiles. Excellent writing and Word formatting skills are also essential. Previous experience in my industry will be an added advantage.
Înregistrează-te sau Conectează-te pentru a vedea detaliile.
...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, requiring both frontend and backend capabilities. Ideal skills and experience: - Proficient in front-end and back-end development. - Demonstrable experience with finance or investment-re...
...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 that the specific format of the data in the Expenses column wasn't provided. If interested, please provide a portfolio showcasing your past work relating to Excel and f...
I am seeking a proficient resume writer experienced in creating professional, eye-catching resumes, specifically targeted towards a regulatory role. I have over a decade's worth of relevant experience for the prospective role(s) I will be applying for. Following are the specifics: - Drafting a Word document - Accentuating my experience of over 10 years in customer relations and regulatory roles - Presenting a compelling case for my candidacy for an environmental compliance officer role. The ideal professional for this task would be someone with proven experience crafting professional managerial resumes, with a keen eye for detail and impressive design skills. Excellent command over language and significant understanding of the corporate managerial world would put you at the...
Description: We are looking to hire a qualified and experienced play school teacher for a one-week assignment in Mumbai. This temporary position is ideal for someone who is passionate about early childhood education and can engage young children in meaningful learning activities. Responsibilities: Plan and conduct age-appropriate educational activities for preschoolers. Create a positive and nurturing learning environment. Monitor and supervise children during playtime and other activities. Communicate effectively with parents regarding their child's progress. Requirements: Early childhood education certification or relevant experience. Previous experience working with young children in a play school or preschool setting. Passion for teaching and engaging with children. Exc...
...course, batch. - Implement an excel upload feature: Users should be able to upload excel files select of course and batch - Enable package assignment: The module should allow for the assignment of packages to users. while user registration or excel upload Ideal Skills and Experience: - Proficient in PHP: As the app is built on this platform, a strong expertise in PHP is essential. - Experience in user registration systems: The successful candidate should have experience in creating user registration modules. - Excel upload integration: Experience in integrating excel upload features in web applications. - Package management: Understanding of package assignment and management in an app. - Excellent understanding of security: Ensuring the user data is secure is a top...
I 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 of what I should have done in the past ? I expect you to ...
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 have a simple text-based PDF file that I need to be converted into a Word document. The purpose of this conversion is to enable further editing and formatting. Key Requirements: - The PDF is straightforward, with no images or tables, just plain text. - The Word document should follow a standard business format, so no specific styling or custom style guide is needed. Ideal Skills and Experience: - Proficiency in typing and data entry - Familiarity with standard business document formats - Experience in PDF to Word conversion is a plus - Attention to detail to ensure accurate and error-free transcription
I have a Microsoft Word document that needs to be converted into a PDF. This is a straightforward task. However, I need the final PDF to have a custom layout design. Key Requirements: - Convert Microsoft Word document to PDF - Implement a custom layout design in the PDF Ideal Skills: - Proficiency in Microsoft Word and PDF conversion software - Experience in graphic design or document formatting - Attention to detail and adherence to the provided layout design Please let me know your experience with similar projects and how you would approach this task.
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 you have completed professional cer...
...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 projections to chart the path for sustainable growth and profitability. An ideal freelancer for this project should have considerable experience in business planning, understanding of the children's tableware industry, excellent research skills, and an ability to deliver insightful and practical strategies. Expertise in local market trends...
I'm in need of an individual with a strong academic background in accounting. The project will involve outsourcing analysis and interpretation. This is specifically for a graduate level academic project. Key requirements include: - Strong understanding of accounting principles - Experience and knowledge in outsourcing analysis - Previous experience in academic writing, specifically in accounting - Ability to deliver high-quality, graduate-level analysis Please include any relevant experience and samples of your previous work in your proposal.
...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 Given the current stage of my project, which is already launched, it's important that the freelancer understands the need to present a compelling narrative around the existing traction, revenue generation, and scalability potential. The financial forecast associated with this pitch deck only needs to provide a basic overview. I am not looking for a detailed month-by-month breakdown, but rather a clear an...
...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 with: - Drafting franchise or licensing agreements - Creating partnership or collaboration agreements - Familiarity with legal aspects of business partnerships - Strong understanding of revenue sharing models and financial arrangements - Ability to design clear roles and responsibili...
I have a medium-sized data entry project which requires entering between 100 to 1000 entries. The data to be entered is primarily textual in nature. This project involves: - Entering textual data into a specific format Ideal Freelancer: - Attention to detail - Proficiency in data entry - Fast and Reliable - Experience with medium-sized data entry projects
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 ...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 finan...
...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 specific set of indicators to include, but I welcome suggestions for improving functionality and user experience. Experience with Forex apps or financial tools is highly desirable. Please provide examples of similar work you have completed. Requirements: Do not simply post your portfolio or a generic message. I want to see specific samples or live charts that you will use. Indicate if you have experience with TradingView. We are open to using Flutter or other cross-platform solutions, so please specify the coding platfor...
I'm in need of an experienced API developer(s) to assist with integrating our platform with multiple external systems in USA. Plaid API aggrega...investment what we need at minimum - certification steps 2) APIs for anyone to work with that broker through our APIs Key Responsibilities: - Developing APIs for integrating our system with more than 6 external platforms - Ensuring smooth and seamless data flow Ideal candidates should have: - Proven experience in developing APIs - A good understanding of data integration - Experience working with financial systems/ brokerages to understand various investment vehicles one can get - Different type of accounts / knowledge/ what is IRA or non-IRA for example. Please message me with your relevant experience and how you can add value ...
