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).
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Some articles on 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 ...
... In Malaysia, the Registered Financial Planner(RFP)designation is conferred by the Malaysian Financial Planning Council(MFPC) ... Securities Commission and Bank Negara Malaysia for those wishing to apply for a financial planner or financial adviser licence ... Another RFP designation is offered by the Registered Financial Planners Institute formed in the United States ...
... 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 ...
Famous quotes containing the word financial:
“Just as men must give up economic control when their wives share the responsibility for the familys financial well-being, women must give up exclusive parental control when their husbands assume more responsibility for child care.”
—Augustus Y. Napier (20th century)