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Dropping A B/D License Without Dropping Current B/D Platform

CFO News Room

And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. He had given his FINRA licenses up before he joined our firm. Our compliance consultant, she’s one of my favorites.

Planning 130
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Nonprofit Accounting Basics for Founders, Board Members & Executives

The Charity CFO

That’s really all that accounting is, so don’t let the terminology intimidate you. . You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). Check with your accountant and/or attorney to ensure compliance.