Financial Planners

Some articles on financial planners, financial planner, financial:

Financial Planner - Licensing, Regulations and Self-regulation - Other Countries
... In Canada, financial planners are under no legal requirement to have obtained a designation to be called a financial planner although it is common for many to hold a voluntary designation ... In the United States, financial planners must be registered as an investment adviser first ... Being 'licensed' to practice financial planning is not the same as merely having a professional 'qualification' in financial planning ...
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 ... who hold the title Chartered Financial Planner ... firms can now boast the corporate equivalent as Chartered Financial Planners ...
Financial Planner - History of Certifications in Financial Planning Across The Globe
... The lack of regulation of financial planning has prompted numerous independent organizations to create certification programs for professionals in the field, often in connection with a registered trademark ... One of the oldest financial planning certification programs is that associated with the CFP trademark, which has been in use since 1970 and was registered as a ... The Certified Financial Planning Board of Standards, Inc ...

Famous quotes containing the word financial:

    One of the reforms to be carried out during the incoming administration is a change in our monetary and banking laws, so as to secure greater elasticity in the forms of currency available for trade and to prevent the limitations of law from operating to increase the embarrassment of a financial panic.
    William Howard Taft (1857–1930)