Financial planner


 

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Financial planner

An investment professional who assists individuals with long- and short-term financial goals.

Financial planner

A professional person qualified to give clients financial planning service.



Similar Matches

Financial planning

Financial planning

The service provided by a financial planner. This is a long term service provided for clients which considers all their financial affairs and which develops a plan for their financial objectives to be achieved. The plan is regularly reviewed to ensure goals remain on target with modifications being made as necessary.


London International Financial Futures and Options Exchange (LIFFE)

London International Financial Futures and Options Exchange (LIFFE)

A leading market for trading options and futures on euro money market derivatives.


Financial Statement

Financial Statement

An accounting statement showing assets and liabilities of a person or company. Used generally for large loans or other instances when the credit report (history of payment of debts) in itself is not sufficient.


Financial distress

Financial distress

Events preceding and including bankruptcy, such as violation of loan contracts.


Statement of Financial Accounting Standards No 52

Statement of Financial Accounting Standards No 52

The currency translation standard currently used by US firms. It mandates the use of the current rate method. See: Statement of Financial Accounting Standards No. 8.


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