Finanzplanung – BVMW Unternehmensnachfolge

Rechtzeitige Planung und Beratung führt zum Erfolg

In den nächsten zehn Jahren müssen etwa eine Millionen Mittelständler eine Nachfolge finden. Frühzeitiges Planen ist essentiell, um sich vor unnötigem Druck und Misserfolgen zu schützen. Die Verhältnisse der einzelnen…

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Juli 4, 2022

Finanzen

Was bringt ein Finanzplaner mit einem CFP®-Zertifikat dem Unternehmer?

Immer mehr Unternehmer vertrauen Finanzplanern mit einem CFP® Zertifikat. Der Begriff CFP® oder CERTIFIED FINANCIAL PLANNER® als Qualitätsmarke bringt Licht in das Beraterdickicht. Über 1.500 CFP®-Zertifikatsträger gibt es mittlerweile in Deutschland denen Sie sich…

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März 31, 2022

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