Introduction to Equity Financing Webinar

 

Welcome! You are invited to join a Free Webinar - Introduction to Equity Financing on Thursday 11th April from 11 am to 12:30 pm. After registering, you will receive a confirmation email about joining the meeting.

Click here to register for the webinar. Click here to view the flyer for more information. X

ECSM Certification

 

The 26th Eastern Caribbean Securities Market (ECSM) Certification Program will be held from 9th April to 18th April 2024. The objective of the programme is to familiarise participants with the principles and operations of the ECSM; and to prepare prospective market participants for the ECSM Certification Examination. Please click here to learn more and to register to participate in the Programme.

Download the Registration Form X

ECSRC NOTICE

 

The Office of the Secretariat of the Eastern Caribbean Securities Regulatory Commission is now open for normal operations from Tuesday to Thursday each week from 8:00 am to 4:00 pm.

We continue to work remotely on Monday and Friday each week. You may contact us via email at info@ecsrconline.com or telephone 1 (869) 465-2537.

Thank you for your continued patience and cooperation.

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Terms

Financial Planning

Date:
Wed, Jul 16th, 2014
A comprehensive evaluation of an investor's current and future financial state is undertaken during financial planning. A financial plan enables an investor to estimate or determine future cash flows, asset values and withdrawal plans. While there is no specific template for a financial plan, most licensed professionals will include knowledge and considerations of an investor's future life goals, future wealth transfer plans and future expense levels in developing the plan. A good financial plan can alert an investor to changes that must be made to ensure a smooth transition through life's financial phases, such as decreasing spending or changing asset allocation. Financial plans should also be fluid, with occasional updates when financial changes occur.
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