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Integrity Financial Enterprises

Integrity Financial Enterprises. WE ARE IFE CHUCK YORIO. Company Overview. Goals To provide analysis and guidance to businesses and individuals in making investment decisions Gather financial information, analyze it, and make recommendations

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Integrity Financial Enterprises

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  1. Integrity Financial Enterprises WE ARE IFE CHUCK YORIO

  2. Company Overview • Goals • To provide analysis and guidance to businesses and individuals in making investment decisions • Gather financial information, analyze it, and make recommendations • Assess the economic performance of companies and industries for firms and institutions with money to invest

  3. Company Overview • Location • Office • A small office located in a major city • Standard private offices for personal and business advisors • A room designated for meetings • Travel • Training sessions or conferences • Meeting clients • Home • Advisors have the option to work from home • Some work may be needed after hours to meet deadlines

  4. People • Qualifications and Requirements • Bachelors degree at least • Finance, Business administration, Accounting, Statistics, or Economics • Knowledge • Math, problem solving skills. • Knowledge of the economy • Customer service • Knowledge of money markets and tax laws • Sales ability and make customers comfortable

  5. People cont. • Other qualifications • Self-Confidence • Maturity • Ability to work independently • Show integrity in everything they do • Interact casually and intelligently • Advancement • Certifications can enhance and advance employees • Chartered Financial Analyst (CFA) • applicants need a bachelor’s degree and four years of work experience in a related field and must pass three examinations

  6. People cont.

  7. Hardware • Essential hardware needed • Input devices • Keyboards, and mouse • PC video cameras for meetings • Scanners • CD/DVD-Rom drives • Output devices • 2 printers in the office • Monitors • Fax machine

  8. Hardware cont. • Essential hardware needed • Network • Cable modem connected to internet • Wireless router with built in anti-virus • Each computer enabled with wireless connections • Firewall and anti-virus programs on each computer • Instant messenger program for communication • Secure email address program (Gmail, hotmail) • Storage • Hard drives on each personal computer at least 80gb • Flash drives for easy transfer • 2 separate computer for filing everything not connected to internet with personalized folders backing up each other for security

  9. Software Programs used daily Word Processors such as Microsoft word to write reports, proposals and letters Spreadsheets such as excel for budget, cost and credit analysis Microsoft PowerPoint for presentations and advertising for clients Microsoft Access database for contact information of employees as well as clients Other Software www.sorted.org.nz with KiwiSaver calculators Online resource for calculating budgeting, saving, retirement, managing debt, loans and investing.

  10. Software cont. Spreadsheets are very important Used to analyze financial data, spot trends, and develop forecasts Also to calculate rates and savings deposits

  11. Data Employees Microsoft access to file wages and accounting information Personal information, addresses, phone numbers, etc. Work related personal records Customers Address and other relative business information filed Products Use the data they find to measure the financial risks associated with making a particular investment decision securities and life insurance

  12. Procedures • Wages • Project rates • Fixed amount of money for a predetermined period of time • Fees and commissions from the purchase and sale of securities and life insurance plans • Relations • Customer • Must educate customers about risks and various possible scenarios so that the customers do not harbor unrealistic expectations • Meeting with customers in-person for a consultation and obtain as much information as possible

  13. Procedures • Failure • Consulting risks • Since financial consulting is an educated prediction of the economy and market, we must always promise a most precise guess we can. • If the predictions do not prove to be true, we can not take responsibility for any losses.

  14. Conclusion • Conclusion • Work • In such a business with deadlines, long hours and sometimes work outside of office, a fun work environment will try to be provided • Job field • High demand in the job field and some of the wages being self-earned, there is a lot of motivation for employees • Technology • Only the newest and best technology to help save time and earn more money will help with the competitive market

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