Edzai zvidzidzo zvemari yevashandi uye chengetedza zvikwangwani musati maita bhizinesi.
Usaita bhizinesi nemari wezvokugadzirisa zvemari, mutariri wezvemari, mutengesi wekutsinhanisa mari, kana mutengesi, pasina kutanga kutarisa zvinyorwa zvekunyunyuta, uye kuongorora zvikwangwani zvavo.
Unoita sei izvi? Ne matanho maviri akareruka.
Kutanga, Vabvunze Ipi Sangano, kana MaSangano, Kutarisa Bhizinesi Ravo
Mhinduro yacho inofanira kunge iri FINRA kana SEC. FINRA inomirira Financial Industry Regulatory Authority. S SEC inomiririra yeSturities and Exchange Commission.
- Kana mhinduro yacho ndeye FINRA, mutungamiri wacho achabata rumwe rudzi rwemari yekutengesa, kana kuti mamwe malayisensi akawanda. Iwe unogona kushandisa BrokerCheck nheyo paWebra's website kuti uone kana pane zvikwangwani pane faira.
- Kana mhinduro yacho iri SEC, unogona kushandisa SEC Investment Advisor search pane pawebsite yavo kuti uongorore vaviri mazano uye zvakasimba zvavanoshanda.
Vamwe vapeki vezvemari, kana kuti mapeji emakambani ezvemari, vanogona kunge vakanyoreswa nemasangano maviri anotonga.
Chechipiri, Vabvunze Ndezvipi Zvinyorwa Zvishamiso Zvavanenge Vabata
FINRA ine peji inonzi Understanding Investment Professional Designations iyo inorondedzera zita rimwe nerimwe rakakwana nekubatanidzwa kune sangano rakabudisa zita racho. Iwe unogona kushandisa peji iyi kuti uende kune imwe sangano, chengeta kuti uone kana mupi wezano ane zvigwaro zvavanotaura kuti vanezvo uye vadzidze zvakawanda pamusoro pekuti zvinorehwa izvi zvinorevei.
Ndinokurudzira vanhu kutsvaga varongwa vezvemari vanobata CFP® kudanwa.
Endai Kuti Muone Purogiramu Yenyu yeCFP® Yokutsvaga kuti muise zita remudzidzi kuti aone kana vane chirevo ichi. Zvinosuruvarisa kuti pane zviitiko zvakanyorwa zvakanyorwa apo vanhu vanonyadzisa vanoshandisa zvizivo zvavasina. Iwe hausi kuda kuita bhizimisi nemumwe munhu anonzwa kuti rudzi urwu rwekunyengera rwakanaka.
Ndosaka zvakakosha kutarisa.
Kunewo mamwe mazano anobatsira anoshanda kumutero, kushandiswa kwemari, inshuwarisi uye kubhadhara basa remunharaunda, sezvinoenderana neCPA, CFA, ChFC, uye RMA kana RICP.
Malayisensi uye zvikwangwani zvinokosha. Zvakakoshawo kubhadhara mupikiridzi ane ruzivo rwekushanda nevanhu vakaita sawe. Dzidza mibvunzo ipi yaunobvunza kana iwe uchitsvaga mubatsiri wezvemari kuitira kuti uve nechokwadi chekuwana munhu akakodzera.
Zvimwe Zvimwe ZvepaIndaneti
Panzvimbo yekukumbira mari wekugadzirira kwavanenge vakanyoresa, iwe unogona kuisa zita ravo mumudziyo weIndaneti unonzi Brightscope, iyo inokuratidza kuti ndeve nhengo, ndeipi malayisensi aanoita, uye kana vane chero zvakataurwa kuzivisa zvinhu pane zvinyorwa zvavo.
Unogonawo kushandisa mhando dzakawanda dzekutsvaga injini dzekutsvaga zvakananga kune varimi vezvemari izvo zvinongorongedza varayiri vese vakapfuura chekuongorora chekuongorora-kureva kuti zvikwangwani zvavo zvakasimbiswa uye havana huwandu hwekunyunyuta pane faira. Yakawanda yekutsvaga injini dzekutsvaga dzinokubvumira kuti uwedzere kutsvaga kwako nekugara kwaro, nzvimbo dzeunyanzvi, kana nzira yekubhadhara.
Usapindira pamhando idzi dzemamiriro ekucheka. Maminitsi gumi nemashanu kusvika makumi maviri anoshandiswa paIndaneti ndeyekutsvaga kukuru apo iwe uri kukwereta munhu kuti ashande nemari yako.