Investor Glossary-financial plannerInvestor Glossary-financial plannerInvestor Glossary-financial plannerInvestor Glossary-financial plannerInsightful stock market charts - Click here
investor
Categories    # A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Financial Planner

The HTML to link to this page
 

A financial planner is a professional who analyses individual financial and economic circumstances and devises a plan to accomplish financial goals and objectives. Those working in capacity of a financial planner may have diverse backgrounds and training. Thus, depending on their experience, accountants, securities brokers, bankers, and attorneys may be included in the financial planner category. Financial planner title may even be held by insurance agents and real estate brokers. Regardless of formal training, a financial planner must be proficient in areas of estate planning, taxes, and retirement planning. Other financial planner expertise should include budgeting, debt management, and investment. In the United States, a financial planner reference list can be obtained from the Certified Financial Planner Board of Standards. Additionally, The International Association of Financial Planning (IAFP) maintains a record of financial planners who have passed a financial planner Practical Knowledge Test.



Rate this financial planner definition...

Learn about investing with the Investor Glossary Term of the Day


Click here for insightful stock market charts. Where is the market headed? The answer may surprise you. Find out
with the exclusive & Barron's recommended charts of Chart of the Day.


Popular Terms: limit order, EBITDA, reverse mortgage, per diem, balance sheet, APR, option premium, cancelled check, required rate of return, debt service coverage, covered put, wholly-owned subsidiary, Key Rate Duration, dividends payable, liquidity ratio, deferred revenue, labor relations, quality assurance, diluted share, margin rate, 144a, inflation, ex-dividend, in escrow, risk management, retained earnings, deferred tax, FICO score, 401a, stock split, 1035 exchange, phantom income, command economy, FTSE, minority interest, irrevocable trust, VIX, stock market close, average price per share, Zero Cost Collar, open position, 1031 exchange, current ratio, ex-dividend date, implied volatility, annual return, real GDP, LIBOR, class C shares


Accounting | Banking | Bonds | Brokers | Economy | Futures | Mutual Funds | Options | Real Estate | Retirement | Stocks | Taxes | Technical Analysis
Investor Glossary | Term of the Day | Suggest a Term | Chart of the Day | Dogs of the Dow
©2004-2016 Investor Glossary - All rights reserved - Terms of Use