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Financial plan |
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Financial planA blueprint relating to the financial future of a firm.Financial plan Similar MatchesInstitute of Financial PlanningInstitute of Financial PlanningThe UK professional body committed to the development of financial planning. The Institute was set up in 1986 and draws its members from accountancy, insurance, taxation, stockbroking, education and legal professions. Its stated objectives include 'promotion of the profession and practice of financial planning, increasing public awareness for the need for financial planning, creating of recognised professional qualifications for members, ensuring professional standards through a Code of Ethics and screening of new members, encouragement of education in the theory and practice of financial planning and the sharing of knowledge with other professionals'. A financial planner may be from any relevant professional background.To obtain Associate status a planner must hold a relevant professional qualification such as the Advanced Financial Planning Certificate (AFPC) and have three years related experience. Fellowship is available subject to the passing of a further examination and a longer period of experience. A list of Certified Financial Practitioners is established in the 'Registry' and is available to members of the public from the Institute. These practitioners are independent and are obliged to offer a fee basis. They must be prepared to offer a financial planning service separate from investment business if requested by a client. Reference to a Certified Financial Planner would usually be relevant to people seeking a higher level of advice or those with more complex requirements. Financial distress costsFinancial distress costsLegal and administrative costs of liquidation or reorganization. Also includes implied costs associated with impaired ability to do business (indirect costs). Financial public relationsFinancial public relationsPublic relations division of a company charged with cultivating positive investor relations and proper disclosure information. Corporate financial managementCorporate financial managementThe application of financial principles within a corporation to create and maintain value through decision-making and proper resource management. Corporate financial planningCorporate financial planningFinancial planning conducted by a firm that encompasses preparation of both long-and short-term financial plans. Further SuggestionsCountry financial riskFinancial ratio financial year financial institution Swiss Options and Financial Futures Exchange (SOFFEX) Financial planner Financial innovation Combined financial statement Financial Times (F T) Actuaries indexes Long term financial plan Tokyo International Financial Futures Exchange financial planner Financial future Consolidated financial statement Financial price risk Society for Worldwide Interbank Financial Telecommunications Financial engineering Financial Accounting Standards Board (FASB) Chief Financial Officer (CFO) Financial account Financial capital Notes to the financial statements Financial supermarket Financial Times Indices Financial lease |
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