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Financial planner |
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Financial plannerAn investment professional who assists individuals with long- and short-term financial goals.Financial plannerA professional person qualified to give clients financial planning service.Similar MatchesDupont system of financial controlDupont system of financial controlHighlights the fact that return on assets (ROA) can be expressed in terms of the profit margin and asset turnover. Financial assetFinancial assetAn asset whose value arises not from its physical embodiment (as would a building or a piece of land or capital equipment) but from a contractual relationship: stocks, bonds, bank deposits, currency, etc. Society for Worldwide Interbank Financial Telecommunications (SWIFT)Society for Worldwide Interbank Financial Telecommunications (SWIFT)A dedicated computer network to support funds transfer messages internationally between over 900 member banks world-wide. Independent financial adviserIndependent financial adviserA person qualified to give financial advice to clients on life assurance, pensions, funds, and other financial products, who is not tied to any one financial institution.A financial adviser may charge his clients a fee for his advice, and, depending on his contract with product providers, may also receive a commission on the products which the client buys.In theory, an IFA's recommendations should be based on which company and products best suit the needs of the client, not on the level of commission he receives.In contrast, a company representative or tied agent is a financial adviser who is authorised to recommend only the products of the company he represents, so his advice is partial.Financial advisers have to make it clear to their clients whether they are independent or tied. Long term financial planLong term financial planFinancial plan covering two or more years of future operations. Further SuggestionsDirect costs of financial distressfinancial institution Indirect costs of financial distress Financial crisis Chief Financial Officer (CFO) Financial engineering Financial Services Act 1986 Financial objectives Financial innovation Financial Services Authority Amman Financial Market (AFM) Financial plan Financial lease Country financial risk Chartered Financial Analyst (CFA) Financial distress London International Financial Futures and Options Exchange (LIFFE) Corporate financial management Financial institution buyer credit policy Nonfinancial assets Tokyo International Financial Futures Exchange Financial future Society for Worldwide Interbank Financial Telecommunications Financial institution Percentage financial statement |
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