The Benefits Of Using A Financial Intermediary 1 Credit
Learning mode
There are many challenges for the small business owner in today’s economic climate. Applying for business financing can be a daunting task. If not managed correctly, there could be a lot of paperwork and consume a great deal of your time. We will discuss some key factors that a small business owner should consider when seeking the services of a financial intermediary.
| License details | Credits | Status |
|---|---|---|
| Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
Credit
Course Level
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Pre-requisites
Advance Preparation
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Founder and CEO Torrey Wood graduated from Cambridge College with a Master Degree in Management. Prior to receiving his Masters of Management Degree, Torrey received his Bachelor of Science degree in Business Administration with a concentration in Management from Elizabeth City State University. With over 9 years of experience in commercial banking, Torrey started his banking career at Bank of America where he developed a love and passion for helping people. As a stand out performer, Torrey demonstrated a high level of financial expertise with a tremendous ability to connect with his clients. Torrey founded M&A Financial Group L.L.C in 2015 to help small to medium size business owners secure the financing they need to help their business thrive.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
MJW
Good overview. A little heavy on the marketing but informative.
JB
great video
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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