Financial Planner

Business / Taxes / Financial Planner: A financial planner evaluates your personal finances and helps you develop a financial plan to meet both your immediate needs and your long-term goals. Some, but not all, planners have credentials from professional organizations. Some well-known credentials are Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Certified Investment Management Analyst (CIMA), and Personal Financial Specialist (PFS). A PFS is a Certified Public Accountant (CPA) who has passed an exam on financial planning. Some planners are also licensed to sell certain investment or insurance products. Fee-only financial planners charge by the hour or collect a flat fee for a specific service, but don't sell products or earn sales commissions. Other planners don't charge a fee but earn commissions on the products they sell to you. Still others both charge fees and earn commissions but may offset their fees by the amount of commission they earn.

Other Words for Financial

Financial Noun Synonyms: monetary, pecuniary, fiscal, economic
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Certified Financial Statements

Business / Finance / Certified Financial Statements: A person who has passed examinations accredited by the Certified Financial Planner Board of Standards, showing that the person is able to manage a client's banking, estate, insurance, investment, and MORE

Financial Plan

Business / Finance / Financial Plan: Goals related to returns that a firm will strive to accomplish during the period covered by its financial plan. MORE

Financial Statements

Business / Accounting / Financial Statements: Reports such as the balance sheet, income statement, and statement of cash flows, which summarize the financial status and results of operations of a business entity. MORE

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