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

Notes to the financial statements

Notes to the financial statements

A detailed set of notes immediately following the financial statements in an annual report that explain and expand on the information in the financial statements.


Financial intermediaries

Financial intermediaries

Institutions that provide the market function of matching borrowers and lenders or traders.


Integrated financial market

Integrated financial market

A market in which there are no barriers to financial flows, and the same risk asset commands the same expected return, irrespective of domicile.


Nonfinancial services

Nonfinancial services

Such things as freight, insurance, passenger services, and travel.


Financial institution

Financial institution

An institution which accepts funds from the public and reinvests in bank deposits, bonds and stocks etc. These include banks and insurance companies. In the UK a building society would be included.


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