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7 Tips on Choosing a Financial Advisor for Your Business

CSC Advisors

For example, you may be able to find a Certified Financial Planner, also known as a CFP. This is an advisor that can help with general financial planning, not just corporate. You can also find a Chartered Financial Analyst, also known as a CFA.

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Treasurer: A  little empathy goes a long way

Future CFO

Sheree Lim (SL): After earning my degree in Business, my interest in finance specifically in treasury was sparked after attending an internal workshop series on cash and forex management during my first job as a financial analyst. This information enables us to brainstorm together and find the best solutions for improvement.

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Transcript: Rick Rieder

Barry Ritholtz

In fact, I was going to be a strategist, financial analyst to work for a bank and write research reports. But I found — you know, I was a financial analyst and I was literally — you know, what we talked about, I was going to go and do that again, I loved looking at companies. RIEDER: A100 percent.