Financial Planner

A financial planner or personal financial planner is a practicing professional who prepares financial plans for people covering various aspects of personal finance which includes: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners).

The work engaged in by this professional is commonly known as personal financial planning. In carrying out the planning function, he is guided by the financial planning process to create a financial plan; a detailed strategy tailored to a client's specific situation, for meeting a client's specific goals. The key defining aspect of what the financial planner does is that he considers all questions, information and advice as it impacts and is impacted by the entire financial and life situation of the client.

Read more about Financial PlannerObjectives, Considerations, Scope, The Process, What Is A Financial Planner's Job Function?, Licensing, Regulations and Self-regulation, History of Certifications in Financial Planning Across The Globe, Accredited Business School, Training Centers and Other Providers

Other articles related to "financial planner, financial, financial planners":

Financial Planner - Accredited Business School, Training Centers and Other Providers
... Globally, cross-recognition agreements are being developed to facilitate the learning of financial planning ... The 2 major accrediting agencies, the Association to Advance Collegiate Schools of Business (AACSB) and the Association of Collegiate Business Schools and Programs (ACBSP) accredit the best business school programs ...
Sam Blakeslee - Biography - Financial Planner
... Blakeslee returned to the Central Coast and joined the family company, Blakeslee and Blakeslee ... Blakeslee introduced state-of-the-art technologies and systematized the advancement of high client-service standards in financial planning ...
Professional Certification In Financial Services - Registered Financial Planner
... In Malaysia, the Registered Financial Planner(RFP)designation is conferred by the Malaysian Financial Planning Council(MFPC) ... and Bank Negara Malaysia for those wishing to apply for a financial planner or financial adviser licence ... designation is offered by the Registered Financial Planners Institute formed in the United States ...

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