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GE0-807 GCP8 - System Consultant - SIP Server - 2023 information source |

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Exam Code: GE0-807 GCP8 - System Consultant - SIP Server - 2023 information source January 2024 by team

GE0-807 GCP8 - System Consultant - SIP Server - 2023

Test Detail:
The Genesys GE0-807 exam, also known as GCP8 - System Consultant - SIP Server, is designed to assess the knowledge and skills of professionals working with Genesys SIP Server. The exam evaluates the candidate's understanding of SIP Server architecture, installation, configuration, and troubleshooting. Here is a detailed overview of the test, including the number of questions and time, course outline, exam objectives, and exam syllabus.

Number of Questions and Time:
The Genesys GE0-807 exam consists of multiple-choice questions. The exact number of questions may vary, but on average, there are around 60-70 questions. Candidates are provided with a specified amount of time to complete the exam, typically around 90-120 minutes.

Course Outline:
The Genesys GE0-807 exam covers various subjects related to Genesys SIP Server and its implementation. The course outline may include the following key areas:

1. SIP Server Overview:
- Understanding the role and functionality of Genesys SIP Server in the contact center environment.
- Familiarity with SIP protocols, call flows, and signaling.

2. SIP Server Architecture:
- Understanding the components and modules of Genesys SIP Server.
- Knowledge of SIP Server deployment models and high availability configurations.

3. Installation and Configuration:
- Installing and configuring Genesys SIP Server software.
- Configuring SIP Server settings, such as network interfaces, certificates, and security options.

4. SIP Server Routing:
- Understanding SIP Server routing strategies and mechanisms.
- Configuring routing policies and rules for call routing and load balancing.

5. SIP Server Integration:
- Integrating SIP Server with other Genesys components, such as Voice Platform and Routing Solution.
- Configuring SIP Server interfaces and interactions with external systems.

6. SIP Server Monitoring and Troubleshooting:
- Monitoring SIP Server performance and health.
- Troubleshooting common issues related to SIP Server installation, configuration, and call routing.

Exam Objectives:
The objectives of the Genesys GE0-807 exam include evaluating the candidate's ability to:

1. Understand the role and functionality of Genesys SIP Server in a contact center environment.
2. Install and configure Genesys SIP Server software.
3. Configure SIP Server settings, including network interfaces, security, and certificates.
4. Implement routing strategies and policies in SIP Server.
5. Integrate SIP Server with other Genesys components and external systems.
6. Monitor and troubleshoot SIP Server performance and issues.

Exam Syllabus:
The exam syllabus provides a detailed breakdown of the subjects and subtopics that candidates need to study. It may include:

1. SIP Server Overview and Architecture
2. SIP Server Installation and Configuration
3. SIP Server Routing
4. SIP Server Integration
5. SIP Server Monitoring and Troubleshooting

Candidates should refer to the official Genesys documentation and study materials specific to the GE0-807 exam for the most accurate and up-to-date information on the test details, course outline, exam objectives, and exam syllabus.
GCP8 - System Consultant - SIP Server - 2023
Genesys Consultant information source

Other Genesys exams

GE0-803 GCP8-System Consultant Voice Platform
GE0-806 GCP8-System Consultant, Genesys WFM
GE0-807 GCP8 - System Consultant - SIP Server - 2023
GCP-GC-ADM Genesys Cloud Certified Professional - Contact Center Administration
GCX-ARC Genesys Cloud CX: Architect Certification
PC-CIC-Core PureConnect: CIC Core Certification

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GCP8 - System Consultant - SIP Server
Question: 67
Which two ways can Genesys Media Server integrate with SIP Server? Choose 2 answers
A. Directly
B. Through GVP
C. Through Proxy Manager
D. Through Resource Manager
Answer: B, D
Reference: sip.pdf?id=2e30d00a-
Question: 68
Which protocol is SIP Server using when in communication with Softswitch?
A. CTI protocol
B. T-Lib
D. Proprietary protocol
Answer: C
Question: 69
Which SIP Method is used by Active out of Service Detection to check a device for out of
service status?
Answer: D
Question: 70
Which statement is correct?
A. When using SIP Server with Framework 8, Genesys recommends that you Install SIP
Server and Media Server on the same server to Strengthen performance.
B. The configuration wizards for all of the Genesys products can be installed from the
Framework 8 Installation Media.
C. Customers who have a legacy PBX deployed and now want to deploy
GenesysFramework 8 with Genesys SIP Server will need to dismantle their legacy
infrastructure prior to deploying SIP.
D. Genesys Administrator is used to provision applications in Framework 8.
Answer: B
Question: 71
When the internal registrar is enabled and SIP Server is also configured to store registration
information in the configuration database, where, in CME, can you find the contact option
specifying current location?
A. corresponding DN
B. corresponding Agent Login
C. corresponding Voice over IP Service
D. corresponding SIP Server
E. It is not visible in CME
Answer: A
Question: 72
To connect to Media Server or Stream Manager, what type of DN must be created?
A. Email
B. Position
C. voice treatment port
D. Voice over IP Service
Answer: D
Question: 73
When configuring a Voice over IP Service ON in Genesys Administrator to enable
treatment capability of Media Server using NET ANN, which options are mandatory in the
TServer section of the Annex Tab of this DN? (Choose 2 answers)
A. contact = host and port of the SIP server handling request for treatment
B. contact = host and port of the Media Server handling request for treatment
C. service-type = treatment
D. request-uri = URI to be sent by SIP server to Media Server to play proper treatment (e.g.
Filename to be played)
E. name = name of the treatment to be played
Answer: B, D
Question: 74
Which header in the INVITE message will SIP Server analyze in order to select the proper
geo-location for an inbound call?
A. From
B. To
C. via
D. contact
Answer: A
Reference: 4cf8-ac24-
Question: 75
When SIP Server is behind the Softswitch, a DN is considered out of service if it receives
which of the following messages?
A. 408 Request Timeout
B. 404 Busy
C. 482 Gone
D. 486 Forbidden
Answer: A
Reference: 9ea1-43a0-
8aeb-f38b19fb29a7 (See Page #167).
Question: 76
Which of the following is a correct description of how Media Server or Stream Manager
can be configured with SIP Server in a multi- tenant environment?
A. One Stream Manager can be associated with only one SIP Server
B. One Stream Manager can be associated with multiple SIP Servers only under the same
C. One Stream Manager can be associated with multiple SIP Servers and Tenants
Answer: A
Reference: a029-4cb9-
Question: 77
Which of the following options can be configured on a trunk DN to enable Active Out-of-
Service detection? (Choose 2 answers)
A. recovery-timeout'
B. oos-check'
C. 'oos-force'
D. 'priority'
Answer: B, C
oxyOverview:8.1.1&action=pdfbook (page 6)
Question: 78
SIP Server supports active out-of-service detection for which of the following types of
ONs? (Choose 2 answers)
A. VoIP Service (MCU, treatment, etc.)
B. Extension
C. Trunk
D. Route Point
Answer: A, B
Question: 79
Which of the following are methods are supported by SIP Server for detecting whether a
particular device is unavailable and needs to be placed in Out of Service state? (Choose 2
A. Active out of service detection
B. Passive out of service detection
C. Auto out of service detection
D. Presence subscription
E. Registration
F. class of service
Answer: D, E
Question: 80
Which of the following events occur when SIP Server receives INFO and UPDATE
A. EventRouteRequest
B. EventAddressInfo
C. EventEstablished
D. EventAttachedDataChanged
Answer: A
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Genesys Consultant information source - BingNews Search results Genesys Consultant information source - BingNews Chapter 10: Information Theory and Source Coding No result found, try new keyword!Information theory provides a quantitative measure of the information contained in message signals and allows us to determine the capacity of a communication system to transfer this information from ... Sat, 17 Feb 2018 11:57:00 -0600 en-US text/html Information Consultant

Startup Costs: $2,000 - $10,000
Home Based: Can be operated from home.
Part Time: Can be operated part-time.
Franchises Available? No
Online Operation? Yes

The amount of information available today is staggering. For companies planning new products and patents or scoping out the competition, and for many other types of businesses, the trick is in figuring out how to access the information they need. If you love research--the excitement of sifting through a maze of books, magazines, journals and other esoteric sources for bits of information--you can ride to the rescue as an information consultant. You can seek out material for all sorts of clients--attorneys preparing cases; advertising, public relations and market research firms preparing campaigns; financial wizards; medical researchers; environmental engineers; or management consultants. Despite this wealth of potential customers, however, you should plan on specializing in a particular field. This way, you'll be familiar with the usual 'suspects' or avenues of research, so you'll be able to complete assignments faster. And since this can be a difficult business to market, by sticking to one industry, you increase your word-of-mouth advertising capacity. The advantages to this business are that you can start part time if you like, you're always learning something new, the industry has lots of room for growth, and if you love digging through information for the sheer joy of discovery, you'll be in information nirvana every working day. You'll need dogged persistence and the skills and experience to take you down the proper research avenues, plus the creativity and intuition to lead you in new directions when the usual methods fail. In addition, it helps to have a background in the field you choose to specialize in, but this is not an absolute requirement.

The Market

Who your clients are will depend on what field you specialize in. Once you decide, the best ways to reach them are by networking in professional groups and organizations and spreading the word among present and former colleagues. Write articles for and place ads in professional or trade journals. supply seminars and talks to industry groups. Establish relationships with other information consultants who can pass overflow or out-of-their-field work on to you.

Needed Equipment

You'll need a computer with a laser or inkjet printer, a fax machine and the usual office software. And since you'll do most of your research online, you must have a good Internet service provider and accounts with a variety of subscription research sites like Lexis/Nexis and E-Journal. Plan on having a separate, or dedicated, line for your Internet access--otherwise clients won't be able to reach you.

Thu, 07 Apr 2016 22:27:00 -0500 en text/html
Anonymous Sources

Transparency is critical to our credibility with the public and our subscribers. Whenever possible, we pursue information on the record. When a newsmaker insists on background or off-the-record ground rules, we must adhere to a strict set of guidelines, enforced by AP news managers.

 Under AP's rules, material from anonymous sources may be used only if:

 1. The material is information and not opinion or speculation, and is vital to the report.

 2. The information is not available except under the conditions of anonymity imposed by the source.

 3. The source is reliable, and in a position to have direct knowledge of the information.

 Reporters who intend to use material from anonymous sources must get approval from their news manager before sending the story to the desk. The manager is responsible for vetting the material and making sure it meets AP guidelines. The manager must know the identity of the source, and is obligated, like the reporter, to keep the source's identity confidential. Only after they are assured that the source material has been vetted by a manager should editors and producers allow it to be used.

 Reporters should proceed with interviews on the assumption they are on the record. If the source wants to set conditions, these should be negotiated at the start of the interview. At the end of the interview, the reporter should try once again to move onto the record some or all of the information that was given on a background basis.

 The AP routinely seeks and requires more than one source when sourcing is anonymous. Stories should be held while attempts are made to reach additional sources for confirmation or elaboration. In rare cases, one source will be sufficient – when material comes from an authoritative figure who provides information so detailed that there is no question of its accuracy.

 We must explain in the story why the source requested anonymity. And, when it’s relevant, we must describe the source's motive for disclosing the information. If the story hinges on documents, as opposed to interviews, the reporter must describe how the documents were obtained, at least to the extent possible.

The story also must provide attribution that establishes the source's credibility; simply quoting "a source" is not allowed. We should be as descriptive as possible: "according to top White House aides" or "a senior official in the British Foreign Office." The description of a source must never be altered without consulting the reporter.

 We must not say that a person declined comment when that person the person is already quoted anonymously. And we should not attribute information to anonymous sources when it is obvious or well known. We should just state the information as fact.

Stories that use anonymous sources must carry a reporter's byline. If a reporter other than the bylined staffer contributes anonymous material to a story, that reporter should be given credit as a contributor to the story.

 All complaints and questions about the authenticity or veracity of anonymous material – from inside or outside the AP – must be promptly brought to the news manager's attention.

 Not everyone understands “off the record” or “on background” to mean the same things. Before any interview in which any degree of anonymity is expected, there should be a discussion in which the ground rules are set explicitly.

These are the AP’s definitions:

On the record. The information can be used with no caveats, quoting the source by name.

Off the record. The information cannot be used for publication. Background. The information can be published but only under conditions negotiated with the source. Generally, the sources do not want their names published but will agree to a description of their position. AP reporters should object vigorously when a source wants to brief a group of reporters on background and try to persuade the source to put the briefing on the record.

Deep background. The information can be used but without attribution. The source does not want to be identified in any way, even on condition of anonymity.

In general, information obtained under any of these circumstances can be pursued with other sources to be placed on the record.


Reports from other news organizations based on anonymous sources require the most careful scrutiny when we consider them for our report.

AP's basic rules for anonymous source material apply to material from other news outlets just as they do in our own reporting: The material must be factual and obtainable no other way. The story must be truly significant and newsworthy. Use of anonymous material must be authorized by a manager. The story we produce must be balanced, and comment must be sought.

Further, before picking up such a story we must make a bona fide effort to get it on the record, or, at a minimum, confirm it through our own reporting. We shouldn't hesitate to hold the story if we have any doubts. If another outlet’s anonymous material is ultimately used, it must be attributed to the originating news organization and note its description of the source.


 Anything in the AP news report that could reasonably be disputed should be attributed. We should supply the full name of a source and as much information as needed to identify the source and explain why the person s credible. Where appropriate, include a source's age; title; name of company, organization or government department; and hometown. If we quote someone from a written document – a report, email or news release -- we should say so. Information taken from the internet must be vetted according to our standards of accuracy and attributed to the original source. File, library or archive photos, audio or videos must be identified as such. For lengthy stories, attribution can be contained in an extended editor's note detailing interviews, research and methodology.

Tue, 20 Jun 2023 05:32:00 -0500 en text/html
How To Become A Cybersecurity Consultant: Salary, Education And Career Outlook

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations.

For an organization to ensure all-around protection of its networks and digital assets, the expertise of a cybersecurity consultant is paramount. Becoming a cybersecurity consultant, however, takes extensive time and work.

This article details the paths you can take to build a consultancy career in cybersecurity. We also explore cybersecurity consultant salary averages and growth projections for these professionals, along with how to find cybersecurity consultant jobs.

What Is a Cybersecurity Consultant?

Cybersecurity consultants protect their clients’ networks and digital assets. They do so through security evaluations, risk assessments, the development of security policies and prompt responses to cyberattacks.

These cybersecurity professionals may also be called information security consultants, network security consultants or database security consultants. They serve a wide array of clients in the finance, telecoms, healthcare, e-commerce, government and manufacturing sectors.

Cybersecurity consultants may work in-house. However, some prefer working with clients through security consulting firms or on a freelance basis.

Most cybersecurity consultants are generalists because their role cuts across multiple aspects of cyberdefense. However, day-to-day responsibilities may vary depending on the security situation.

For the purpose of this article, we’ll place the roles of cybersecurity consultants into three categories: prevention, detection and response.

Prevention: Cybersecurity consultants who specialize in prevention focus on keeping unauthorized individuals from accessing an organization’s networks and systems. Tasks in this category include:

  • Studying and applying the latest authentication protocols
  • Performing vulnerability testing
  • Drawing up new security protocols aimed at tightening the organization’s cyberdefense
  • Configuring access rules to the firewall

Detection: Cybersecurity consultants who work in this category seek to discover and understand vulnerabilities in the IT infrastructure. These professionals focus on:

  • Establishing a threat analysis schedule
  • Interviewing staff to ascertain the root of security breaches
  • Presenting test findings to the client via whitepapers and technical reports

Response: This category hones in on recognizing and reacting to cyberattacks. A consultant’s incident response plan involves:

  • Analyzing breaches
  • Advising in-house security teams on the best defense strategies
  • Supervising the implementation of solutions

Skills Needed To Work as a Cybersecurity Consultant

Cybersecurity job requirements include proficiency in both technical and nontechnical skills. Below, we outline the hard and soft skills that IT security consultants should have.

Technical Skills

  • In-depth understanding of cyberspace and industry standards
  • Experience in ethical hacking
  • Fluency in programming languages like JavaScript, HTML, Python, Golang, SQL and shell scripting
  • Knowledge of operating systems like Linux, UNIX and Windows
  • Experience working with proxies, load balancers, firewalls and security monitoring tools
  • Proficiency in IT architecture and infrastructure
  • Cryptography

Soft Skills

  • Documentation and organizational skills
  • Communication
  • Critical thinking
  • Time management skill
  • Leadership skill
  • Adaptability
  • Teamwork

Cybersecurity Consultant Salary and Outlook

According to Payscale, the average cybersecurity consultant earns about $94,000 per year. The demand for cybersecurity experts has increased drastically over the last decade. In 2016, the unemployment rate for this sector dropped to 0%, and it has since remained within that range. Moreover, Cybersecurity Ventures recently projected that there would be 3.5 million cybersecurity job openings by 2025.

These statistics indicate a strong job outlook for cybersecurity consultants.

How to Become a Cybersecurity Consultant

Earn a Degree

According to Burning Glass Institute, 44% of job listings for computer support specialists, including cybersecurity consultants, require candidates to have at least a bachelor’s degree. You can acquire a bachelor’s degree in cybersecurity or a related major like information technology and computer science.

A master’s degree in cybersecurity or digital forensics can also increase your chances of landing a more senior role.

That said, having a college degree is no longer a prerequisite for many cybersecurity positions. Alternatives to traditional degrees do exist. For example, prospective network security consultants can also break into the field via immersive cybersecurity bootcamps.

The bootcamp option is ideal for people who want to pivot their careers without investing in a full degree program. Cybersecurity bootcamp tuition can range from about $10,000 to $20,000.

Gain Experience

You can’t become a credible cybersecurity consultant overnight. Before you become eligible to work as a security consultant, you must build experience from the ground up in the cybersecurity landscape.

After earning a degree or completing a bootcamp, it’s time to apply for an entry-level cybersecurity job. Some junior roles you can start with include:

  • IT auditor
  • Penetration tester
  • Incident responder
  • Information security analyst
  • Digital forensic examiner

Three to five years of experience in any of the above roles can enhance your knowledge of cyberdefense and your interpersonal abilities. After sharpening these skills, you can advance to administrative roles.

Obtain Certification

Industry certifications verify your professional credibility and supply you a competitive advantage in hiring. They can also increase your earning potential.

Popular certifications among seasoned network security professionals include Certified Information Security Manager®, CISSP and CISA. Other industry certifications, including the Certified Security Consultant (CSC℠) designation, are available exclusively to consultants.

According to the International Association of Professional Security Consultants, the CSC certification demonstrates your depth of knowledge and integrity as a security consultant. Eligible candidates must hold a bachelor’s degree from an accredited college. Alternatively, candidates may be CISSP-certified with four years of experience in cybersecurity.

Apply for Jobs

There are various channels for cybersecurity consultants to find well-paying positions. Setting job alerts on LinkedIn allows you to apply as soon as a new job opening is posted. You can also check the websites of companies you want to work for to see when they post security consultancy positions.

Many employers also advertise open positions on job boards.

Frequently Asked Questions About Becoming a Cybersecurity Consultant

How long does it take to become a cybersecurity consultant?

Becoming a cybersecurity consultant requires at least three years in an entry-level position after graduating college. That makes seven years total. It might take longer if you choose to pursue a master’s degree.

What does a cybersecurity consultant do?

A network security consultant protects their client’s digital assets by developing security plans, monitoring the networks and responding to cyberattacks.

What makes a good cybersecurity consultant?

A great IT security consultant understands the technical aspects of cyberdefense. They should also possess soft skills like strong documentation abilities, critical thinking, communication and time management.

Mon, 01 Jan 2024 00:19:00 -0600 Nneoma Uche en-US text/html
How To Become A Business Consultant

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations.

Business consultants are essential for helping a company stay competitive in a constantly changing market. Most business consultants need a bachelor’s degree in business, social sciences or engineering, and an MBA may be a good option as well.

A career path in business consulting can provide individuals with competitive salaries and many job opportunities after college. If you are interested in becoming a business consultant, read more for a snapshot of what you need to know.

What Does a Business Consultant Do?

A business consultant’s job is to provide advice and recommendations to the leaders of an organization. A consultant may also support the implementation of their recommendations. The title of business consultant can vary by company or industry and may include titles like management analyst, business advisor, strategy consultant, operational consultant, financial consultant or even leadership consultant.

Consultants will conduct studies on the issues an organization is trying to solve. Studies may include interviewing personnel and observing the methods and practices used within the workplace. They will also analyze their findings, determine solutions and hold meetings to review recommendations with management.

Business Consultant Job Outlook

Business consultant careers are expected to grow faster than average over the next decade and have attractive salaries. As technology continues to reshape a multitude of industries, markets will become more competitive, requiring businesses to operate more efficiently and effectively.

The U.S. Bureau of Labor Statistics (BLS) expects to see strong demand for consultants who specialize in specific business functions, such as HR or information technology. For example, companies rely on IT consultants to maintain their security and efficiency. The BLS also predicts government agencies will call on consultants to optimize their operations.

Business consultants are among the highest earners across all occupational groups. According to the BLS, a business consultant or management analyst earns a median income of $95,290, with the top 90% of earners making more than $167,650.

Top Skills for a Business Consultant

Having highly effective communication skills is crucial for a business consultant. Being an effective communicator will help the relationship between consultant and client. Not only do you need to clearly convey your ideas to your client, but being able to comprehend their issues and needs will help you determine the best course of action to take.

Other top skills include a depth of knowledge in the industry or business you are working in, as well as problem-solving and creative thinking skills. A firm grasp of these abilities will allow you to supply advice and recommendations that will help your client stay ahead of the curve.

Steps to Becoming a Business Consultant

Working as a business consultant requires a particular skill set. Not only do you need to possess deep knowledge of an industry, but you must also have the ability to think creatively, communicate effectively and have analytical and leadership skills.

Earn a Bachelor’s Degree

A bachelor’s degree is typically a requirement to become a business consultant. Many business consultants also obtain a designation such as a Certified Management Consultant (CMC).

Students should consider a major that includes a focus on business, including business management, marketing, accounting and finances. Additionally, degrees in social sciences and engineering have their strengths as well, especially if a student plans to work as a consultant in the field they major in.

Students should also consider choosing a major that aligns with the industry they aspire to consult in.

Consider an MBA Program

Although not required, completing an MBA program will make you more attractive for higher-paying positions at consulting firms. An MBA is also an opportunity to network with professionals in the field and gain additional knowledge on certain industries.

Additionally, if you are an entrepreneur or plan to start your own consulting business, earning an MBA will help increase your ethos and could broaden your clientele.

Look into Certifications

Certifications are not a requirement for success as a business consultant, but they can be beneficial. Consider these two certifications, but note that there are many types of certifications available.

The Project Management Professional (PMP)® offered by the Project Management Institute can show prospective clients that you understand the needs of a business. The designation validates your understanding of the technical aspects of project management, the soft skills required to influence a team and how organizational strategy relates to project scope.

The U.S. Institute of Management Consultants (IMC) offers the internationally recognized professional designation of Certified Management Consultant (CMC). This certification shows clients your competency of professional knowledge and a commitment to ethical practices.

Frequently Asked Questions

How long does it take to become a business consultant?

You can expect to take a minimum of six years to become a business consultant. You will need to complete a bachelor’s degree, and ideally, an internship before spending a couple of years gaining experience in the field.

How do I start a career in consulting?

You can start a career in consulting by earning a bachelor’s degree in business, social sciences or engineering. After earning your degree, you can pursue an MBA or enter the workforce to gain experience and knowledge within your industry. Alternatively, if you already have expertise in a particular field, you can start and scale your own consulting business.

Which type of consultants make the most money?

Systems consultants and financial consultants make the most money. For systems consultants, the increased demand for cybersecurity is a driving force in the field. Financial consultants, especially those who work for large, well-known firms, often have high salaries as well.

Thu, 07 Dec 2023 22:49:00 -0600 Brandon Galarita en-US text/html
HR Consultants

Human Resources Consultants are strategic advisors and collaborators who work to provide employees and leaders with innovative solutions that align with UAB’s mission, vision and values and achieve institutional goals. Human Resources Consultants provide professional guidance and consultation to University employees, managers, supervisors and administrators on a variety of Human Resources issues that affect the work environment. Service offerings include:

  • Consult with managers to resolve work related-problems that may relate to job performance, corrective action plans and/or progressive discipline
  • Work with employees to address management and work environment concerns
  • Develop, interpret and administer University policies and procedures
  • Coordinate services provided by the Employee Assistance & Counselling Center (EACC)
  • Provide general guidance related to the annual performance review process
  • Conduct training on a variety of Human Resources and employment topics
  • Assisting with compensation related requests
  • Addressing questions regarding UAB benefit offerings and assisting with annual Open Enrollment

Human Resources

To contact an Employee Relations Partner for UAB Medicine employees, email

Human Resources Consultants support the following schools and units.
Please contact them directly if you need assistance.

Arlene Brown



  • Office of Chief Facilities Officer
  • Office of Chief Financial Officer
  • Office of Senior VP for Finance & Administration
  • Office of Assoc VP for Business Services
  • School of Education
  • School of Engineering
  • UAB Libraries
  • University Relations

Andrea Dorais



  • Office of VP for UAB Advancement
  • Office of VP for Research
  • School of Dentistry
  • School of Health Professions
  • School of Public Health
  • School of Nursing
  • School of Optometry

Roland Harris



  • College of Arts & Science
  • Graduate School
  • Honors College
  • Office of VP for Information Technology
  • Office of VP for Public Safety & Police
  • Office of VP for Student Affairs
  • School of Business

Marshey Vincent



  • Athletics
  • Compliance & Risk Assurance Office
  • Office of VP for Diversity, Equity & Inclusion
  • Office of the Provost
  • President’s Office
  • School of Medicine
Thu, 02 Dec 2021 12:44:00 -0600 en-US text/html
Consulting for Companies

Consulting for Companies

This policy provides general rules applicable to any service by HHMI laboratory heads as consultants to companies.

Company Talks, Conferences, and Seminars 

This policy applies to consulting that involves giving a talk to company employees or participating in a one- or two-day conference or seminar convened by a company.

Consulting for and Equity Ownership in Start-Up and other Private Companies

This policy describes the special rules applicable to consulting for, and equity ownership in, start-up and other private companies.

Service as a Member of a Company’s Board of Directors

This policy applies to service by HHMI laboratory heads as members of a company’s board of directors.

Consulting in Connection with Litigation 

This policy applies to consulting by HHMI laboratory heads in connection with litigation, such as service as an expert witness.

Tue, 08 Oct 2019 05:54:00 -0500 en text/html
Align Capital Partners eyes tuck-ins for utility consulting group E Source ERROR: The request could not be satisfied

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What is a financial consultant, and what do they do?

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  • Financial consultants provide expert advice on a wide range of topics, like estate planning and wealth management. 
  • Financial consultants and advisors offer similar financial services, but they have different credentials. 
  • Before hiring a potential financial consultant, make sure to research their credentials.

When searching for professional money and investment advice, you may have come across titles like "financial consultant" or "financial advisor." Although these titles sound similar, financial consultants and advisors aren't the same thing. 

If you're looking for an expert to help you create a personalized financial plan based on your current situation, you're probably looking for a financial consultant.

What is a financial consultant? 

Financial consultants create personalized financial plans based on a client's whole financial picture, including factors like debt, assets, living expenses, and investment goals. Although financial consultants typically offer similar guidance and advice as financial advisors, the two jobs require different credentials.

Financial consultants typically have a degree in finance or a related field and can be designated as chartered financial consultants (ChFCs), which is a certification currently only offered through the American College of Financial Services. Financial consultants must also have at least three years of financial planning experience to earn the ChFC designation.

Keep in mind that there are financial consultants who do not have the ChFC certification.

"As long as they have passed the appropriate state and federal licensing requirements, they can use any name they want — advisor, consultant, planner, wealth manager — provide any range of services, and charge in different ways," says Brent Weiss, CFP and head of financial wellness at Facet

While these non-certified financial consultants and advisors may still offer useful advice, you won't get the same level of guaranteed expertise that you would with a certified consultant. You also won't get the same degree of trustworthiness as you would with a CFP or fiduciary.

People seeking professional financial advice should do their best to identify and recognize the different financial licenses and certifications, explains Weiss. 

"These credentials not only represent a profound understanding of financial principles, but also a commitment to ongoing education and ethical standards," states Weiss.

What does a financial consultant do?

A financial consultant's main job is to create a customized financial plan to help you reach your goals. If you need help coming up with goals, a financial consultant can help with that, too. And depending on their specialties and experience, a financial consultant may offer a variety of services, including: 

"In general, financial consultants offer a range of services tailored to individual client needs," says Weiss. "They may look at one aspect of your finances, offer a one-time consult, or review your entire financial picture and develop an ongoing plan. You need to know the right questions to ask to determine the services they will provide."

Ensure that the financial consultant you're meeting with specializes in the subjects you need guidance on. For example, if you need help with estate planning, make sure you are meeting with a financial consultant who specializes in estate planning strategies. Someone who specializes in tax strategies won't be as useful for your situation.

What is a financial consultant vs. financial advisor?

While "financial consultant" and "financial advisor" are often used interchangeably, they don't mean the same thing. Financial consultants are a type of financial advisor. All financial advisors are financial consultants, but not all financial consultants are advisors. The best financial advisors are either fiduciaries or CFP-certified.

It's not uncommon for financial experts seeking further education to be certified as both a ChFC and a CFP (or other financial certification like a CFA). 

Certified financial advisors earn their titles from The Certified Financial Planner Board of Standards, Inc. (CFP Board) after years of education in over 70 financial specialties. To be a certified financial planner (CFP), financial advisors and planners must have extensive practical advisor experience and follow high ethical standards.

"While a ChFC has more education and experience than many others in the field, it's really more like a CFP-light," Weiss says. "The CFP Professional designation remains the gold standard."

Most CFPs adhere to fiduciary duty regulations. This is a legal and ethical duty that requires financial advisors to put the best interest of the client first. ChFCs can earn fiduciary status, but they are not required to. So if you came down to picking between an advisor with ChFC credentials versus a certified CFP, the CFP is typically the better option. 

However, financial consultants and ChFCs can still provide knowledgeable financial advice on a range of topics. If you or someone you know,has had a good experience with a financial consultant, there's no reason to switch to someone else. Strong customer reviews, recommendations, and years of experience can speak to the quality of a financial consult almost just as much as certification can. 

What fees do financial consultants charge?

How a financial consultant charges you can vary. Some financial consultants may charge a flat rate, hourly rate, project fee, or a percentage of your assets under management (AUM). When considering a potential financial consultant, one of the first questions you should ask is how they charge. 

"Try to avoid fee models that create conflicts of interest, like commissions and paying a percentage of how much you invest. You want your advisor to offer unbiased advice and sit on the same side of the table as you," says Weiss.

How to find a financial consultant

The easiest way to find a financial consultant is through referrals from friends, family, or colleagues. However, you can also find consultants online through organizations such as:

On these websites, you can access a wide range of advisors, planners, and consultants with varying certifications and credentials on different financial and investment topics. Make sure to thoroughly look through your options to find the one that best fits your needs.

"When meeting a potential financial consultant, ask about their qualifications, experience, areas of expertise, and fee structure. It's also important to understand their approach to financial planning, how they tailor their services to individual client needs, and the types of clients they work with," says Weiss.

Financial consultant — Frequently asked questions (FAQs)

Yes. Financial consultants make money by charging clients a flat rate, hourly rate, AUM fee, or project fee. Some financial consultants may also earn commissions, which means they make a profit when they recommend and sell certain financial products to clients. However, financial consultants who are certified as CFPs or fiduciaries can't earn commissions.

Financial consultants are worth it if you're seeking professional financial advice and guidance on subjects like retirement, tax planning, estate planning, insurance products, and inheritance. Financial consultants assist clients in implementing custom financial plans to help them reach their goals. 

You can become a financial consultant after several years of experience in finance or a related field. As long as you meet state and federal licensing requirements, you can refer to yourself as a financial consultant. However, to become a chartered financial consultant you must earn your certification through the American College of Financial Services. 

Should you hire a financial consultant?

Financial consultants are finance and investment experts who provide a wide range of services to clients like estate planning, wealth management, retirement planning, insurance strategies, and general financial planning. Anyone with a bank account and financial goals can benefit from meeting with a financial consultant. 

However, "financial consultant" is a general term that doesn't guarantee a level of trustworthiness or expertise. Technically, anyone meeting state and federal licensing standards can call themselves a financial consultant or financial planner. For that reason, make sure to do your research on all potential financial consultants and advisors. 

While non-certified consultants can still offer beneficial advice, certified ChFCs have the reputation, experience, and training necessary to get you where you need to go. 

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