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