- financial planner
-
n.a person whose business is advising individuals in the management of their financial affairs
* * *
Universalium. 2010.
financial planner
Look at other dictionaries:
financial planner — n. a person whose business is advising individuals in the management of their financial affairs … English World dictionary
Financial planner — A financial planner or personal financial planner is a practicing professional who helps people deal with various personal financial issues through proper planning, which includes but is not limited to these major areas: cash flow management,… … Wikipedia
Financial Planner — A qualified investment professional who helps individuals and corporations meet their long term financial objectives by analyzing the client s status and setting a program to achieve that client s goals. Financial planners specialize in tax… … Investment dictionary
financial planner — An investment professional who assists individuals with long and short term financial goals. Bloomberg Financial Dictionary * * * financial planner UK US noun [C] ► FINANCE a person whose job is to advise people on how to manage their financial… … Financial and business terms
Chartered Financial Planner — The title Chartered Financial Planner is the most widely accepted gold standard qualification available for professional financial planners/ financial advisers in the United Kingdom. At the end of November 2010 there are over 2,000 individuals… … Wikipedia
Certified Financial Planner Board of Standards — Certified Financial Planners Board of Standards, Inc. (CFP Board) Type Professional Organization Founded 1985 Key people Kevin R. Keller, CEO Area served United States … Wikipedia
Certified Financial Planner — The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board)[1] in the United States, Financial Planning Standards… … Wikipedia
Certified Financial Planner - CFP — The CFP legal team has provided its official definition, along with trademarks: CFP and Certified Financial Planner marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to… … Investment dictionary
certified financial planner — ( CFP) A person who has passed examinations accredited by the Certified Financial Planner Board of Standards, showing that the person is able to manage a client s banking, estate, insurance, investment, and tax affairs. Bloomberg Financial… … Financial and business terms
Financial advice — is advice given in relation to financial matters such as investing, insurance, borrowing, saving and retirement planning. Professionally, the advice is given only after the financial situation of the client is unveiled through a thorough fact… … Wikipedia
