Advanced Financial Planning Certificate


Advanced Financial Planning Certificate
сокр. AFPC фин., брит. сертификат по продвинутому финансовому планированию* (профессиональное звание, которое присваивается Королевским институтом страхования лицам, прошедшим специальные учебные курсы и успешно сдавшим квалификационные экзамены; для получения этого звания необходимо сдать три экзамена; при этом экзамен по налогообложению и трастовым операциям является обязательным, а два могут быть выбраны из нескольких дисциплин, включая персональное инвестиционное планирование, финансовое планирование для предприятий, управление пенсионными планами, управление инвестиционным портфелем, страхование на случай долгосрочного ухода, страхование жизни и здоровья, комплексное финансовое планирование)
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Англо-русский экономический словарь.

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