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  2. Xero (company) - Wikipedia

    en.wikipedia.org/wiki/Xero_(company)

    Xero is a New Zealand –based technology company that provides cloud-based accounting software for small businesses. The company has offices in New Zealand, Australia, the United Kingdom, the United States, Canada, South Africa and Singapore. [ 7][ 8] Xero's products are based on the software-as-a-service model and sold by subscription, based ...

  3. Rod Drury - Wikipedia

    en.wikipedia.org/wiki/Rod_Drury

    1966 (age 57–58) Wellington, New Zealand. Occupation. Technology entrepreneur. Known for. Founding Xero. Rodney Kenneth Drury (born 1966) is a New Zealand technology entrepreneur, predominately known for his association with accounting software company, Xero. Drury was CEO of Xero until 2018, after founding the company in 2006.

  4. Certified Financial Planner - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial_Planner

    The certification is generally considered the gold standard in the financial planning industry. [3] The certification is managed by the Certified Financial Planner Board of Standards, Inc. (CFP Board), which was founded in 1985 as a 501(c)(3) non-profit organization; it is neither a government designation nor an accredited degree.

  5. I’m a Financial Advisor: Here Are Answers to the Most ... - AOL

    www.aol.com/m-financial-advisor-answers-most...

    A general rule of thumb is to save 10-15% of your income consistently over time. However, this may vary based on how much you’ve already saved and your goals. Remember, the earlier you start ...

  6. QuickBooks - Wikipedia

    en.wikipedia.org/wiki/QuickBooks

    QuickBooks is an accounting software package developed and marketed by Intuit. First introduced in 1992, QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay bills, and payroll functions.

  7. I’m a Financial Advisor: Here Are Answers to the Most ... - AOL

    www.aol.com/finance/m-financial-advisor-answers...

    For premium support please call: 800-290-4726 more ways to reach us

  8. Chartered Financial Analyst - Wikipedia

    en.wikipedia.org/wiki/Chartered_Financial_Analyst

    Chartered Financial Analyst. The Chartered Financial Analyst ( CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals. The program teaches a wide range of subjects relating ...

  9. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. In the United States, a financial adviser carries a Series 7 and ...

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