This is a brief description of the study course:

Major & Compulsory courses

bulletGeneral Economics
bulletCalculating & Statistics
bulletStocks & Bonds Investments
bulletReal Estate Investments
bulletShareholders & company
bulletSocial Security and Pensions
bulletTaxes on income, shares and inheritance
bulletCivil Law
bulletEstate Planning

For more information follow this link http://www1.fee.uva.nl/agbs/mfp/index.htm.

Capabilities

Owing to my work at BUMA/STEMRA (1999-2000) as an payroll accountant including the accounting of the pension funds I needed more information on everything concerning payroll (taxes, social security and pensions) and on the other hand I wanted more information concerning pension funds like insurances and investments I followed the two year course Master Financial Planning. During the second year I noticed I was more interested in becoming a shareholder myself with my own public limited company (Fintastic Management Services BV). So I started in 2000 this enterprise. Next to that the time of the study didnot match with the time of the assignment and I did not want to specialize in Financial Planning, so I did not graduate.

For further information on BUMA/STEMRA please return to the home page and select the experience pages.

 
 
Capability 1
Understanding financial markets.
Capability 2
Reporting towards Pensioen- en Verzekeringskamer.
Capability 3
New Dutch tax system and foreign possibilities

Reference Accounts

Although I did not graduate in Financial Planning I own figures lists of this study for the two years. As a subcontractor for The Human Capital Group (Deloitte & Touche) I want to refer to the experience pages at Deloitte & Touche.

Reference 1
Figures list Master Financial Planning University of Amsterdam
Reference 2
See seperate pages Deloitte & Touche
 

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Last modified: 04/04/15