financial planner

financial planner
фин. финансовый советник [консультант\], специалист по финансовому планированию (консультирует своих клиентов по вопросам разных видов инвестиций и их эффективности применительно к потребностям клиентов; различают консультантов, которые работают за фиксированное вознаграждение и тех, кто кроме фиксированной оплаты получает комиссионные)
See:

* * *
финансовый советник (плановик): лицо, которое консультирует своих клиентов по вопросам разных видов инвестиций и их эффективности применительно к потребностям клиентов; финансовые советники могут работать только как консультанты за определенную плату (fee-only planners), могут только получать комиссию за проданный клиенту продукт (commission-only planners), могут брать и плату и комиссию (fee-plus-commission planners), могут вычитать плату за консультации из комиссии при продаже финансового продукта (fee-offset planners); в Денвере находится Совет по стандартам для сертифицированных финансовых плановиков (The Certified Financial Planner Board of Standards), который выдает специальные лицензии; также в Денвере базируется Институт сертифицированных финансовых плановиков (Institute of Certified Financial Planners); в Атланте находится Международная ассоциация финансового планирования (International Association for Financial Planning) - профессиональная организация таких специалистов.

Англо-русский экономический словарь.

Игры ⚽ Нужно решить контрольную?

Полезное


Смотреть что такое "financial planner" в других словарях:

  • financial planner — n. a person whose business is advising individuals in the management of their financial affairs * * * …   Universalium

  • financial planner — n. a person whose business is advising individuals in the management of their financial affairs …   English World dictionary

  • Financial planner — A financial planner or personal financial planner is a practicing professional who helps people deal with various personal financial issues through proper planning, which includes but is not limited to these major areas: cash flow management,… …   Wikipedia

  • Financial Planner — A qualified investment professional who helps individuals and corporations meet their long term financial objectives by analyzing the client s status and setting a program to achieve that client s goals. Financial planners specialize in tax… …   Investment dictionary

  • financial planner — An investment professional who assists individuals with long and short term financial goals. Bloomberg Financial Dictionary * * * financial planner UK US noun [C] ► FINANCE a person whose job is to advise people on how to manage their financial… …   Financial and business terms

  • Chartered Financial Planner — The title Chartered Financial Planner is the most widely accepted gold standard qualification available for professional financial planners/ financial advisers in the United Kingdom. At the end of November 2010 there are over 2,000 individuals… …   Wikipedia

  • Certified Financial Planner Board of Standards — Certified Financial Planners Board of Standards, Inc. (CFP Board) Type Professional Organization Founded 1985 Key people Kevin R. Keller, CEO Area served United States …   Wikipedia

  • Certified Financial Planner — The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board)[1] in the United States, Financial Planning Standards… …   Wikipedia

  • Certified Financial Planner - CFP — The CFP legal team has provided its official definition, along with trademarks: CFP and Certified Financial Planner marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to… …   Investment dictionary

  • certified financial planner — ( CFP) 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 tax affairs. Bloomberg Financial… …   Financial and business terms

  • Financial advice — is advice given in relation to financial matters such as investing, insurance, borrowing, saving and retirement planning. Professionally, the advice is given only after the financial situation of the client is unveiled through a thorough fact… …   Wikipedia


Поделиться ссылкой на выделенное

Прямая ссылка:
Нажмите правой клавишей мыши и выберите «Копировать ссылку»