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1 personal financial advisors
эк. тр., амер. персональные финансовые консультанты (по SOC: консультируют клиентов относительно финансовых планов, используя свои знания в области налоговых и инвестиционных стратегий, ценных бумаг, страхования, пенсионных планов и недвижимости; в их задачу может входить оценка активов, пассивов, денежных поступлений, страхового покрытия, налогового статуса и финансовых целей клиента для выработки инвестиционной стратегии; входят в подраздел "финансовые аналитики и консультанты" в разделе "финансовые специалисты")See:Англо-русский экономический словарь > personal financial advisors
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2 National Association of Personal Financial Advisors
орг.сокр. NAPFA фин., амер. Национальная ассоциация личных финансовых советников [консультантов\]*, Национальная ассоциация консультантов по личным финансам* (крупнейшая профессиональная ассоциация специалистов по финансовому планированию, получающих за свои услуги периодическое вознаграждение в виде фиксированной суммы, а не в виде комиссионных; создана в 1983 г.)See:
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abbrev.: NAPFA National Association of Personal Financial Advisors Национальная ассоциация личных финансовых советников (штаб-квартира в Буффало-Гроув, Иллинойс).Англо-русский экономический словарь > National Association of Personal Financial Advisors
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3 National Association of Personal Financial Advisors
сокр. NAPFA фин., амер. Национальная ассоциация личных финансовых советников [консультантов]*, Национальная ассоциация консультантов по личным финансам* (крупнейшая профессиональная ассоциация специалистов по финансовому планированию, получающих за свои услуги периодическое вознаграждение в виде фиксированной суммы (а не в виде комиссионных); создана в 1983 г.)See:The new English-Russian dictionary of financial markets > National Association of Personal Financial Advisors
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4 financial consultant
фин. финансовый консультант [советник\] (лицо, консультирующее своих клиентов по финансовым вопросам)Syn:See:chartered financial consultant, financial planner, insurance consultant, personal financial advisors, financial consulting, Society of Financial Advisers, National Association of Insurance and Financial Advisors, Certificate in Financial Planning, Mortgage Advice Qualification* * ** * *. . Словарь экономических терминов . -
5 financial analysts and advisors
эк. тр., упр., амер. финансовые аналитики и консультанты* (по SOC включают в себя две группы: "финансовые специалисты", "персональные финансовые консультанты", "страховые андеррайтеры"; входят в раздел "финансовые специалисты")See:Англо-русский экономический словарь > financial analysts and advisors
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6 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:fee-only, fee-plus-commission, financial planning б), certified financial planner, investment adviser, National Association of Personal Financial Advisors
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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. -
7 Personal Finance Society
орг.фин., брит. Общество персональных [индивидуальных\] финансов* (профессиональная организация, представляющая интересы персональных финансовых консультантов; общество ставит своей целью содействие повышению профессионального уровня своих финансовых консультантов и содействие распространению высоких стандартов услуг по персональному финансовому консультированию; общество входит в группу учреждений Королевского института страхования; образовано в 2005 г. в результате слияния Ассоциации страхования жизни и Общества финансовых консультантов)See:Англо-русский экономический словарь > Personal Finance Society
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8 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:The new English-Russian dictionary of financial markets > financial planner
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9 advisor
сущ.упр. = adviserSee:Accredited Advisor in Insurance, Advisor on Consumer Affairs, benefit advisor, benefits advisor, claim advisor, claims advisor, employee benefit advisor, employee benefits advisor, Health Benefits Advisor, human resource advisor, insurance claims advisor, personal financial advisors, residential advisors, senior enlisted advisor, board of advisors, farm and home management advisors, financial analysts and advisors, Tax Advisor, National Association of Insurance and Financial Advisors, National Association of Personal Financial Advisors, United Benefit Advisors* * *. Лицо или компания, ответственные за инвестиции во взаимные фонды; 2; Компания, нанимаемая взаимным фондом для профессионального консультирования по вопросам инвестирования и методом управления активами; То же самое, что инвестиционный консультант . Глоссарий финансовых и биржевых терминов . -
10 NAPFA
орг.
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abbrev.: NAPFA National Association of Personal Financial Advisors Национальная ассоциация личных финансовых советников (штаб-квартира в Буффало-Гроув, Иллинойс). -
11 national
1. прил.1) общ. национальный, общенациональный, народный (относящийся к данной стране, народу в целом; в отличие от местного, регионального, международного)national law — национальное [внутригосударственное\] право
Syn:See:international, transnational, supranational, domestic, national accordance, national account, national accounts, national affairs, national administration 2), national advertising, national agreement, national assent, National Automated Accounting Research System, national bank 2), national bolshevism, national brand, national campaign, national central bank, National Change of Address, national character, national communism, national communist, National Competition Policy, national competitive bidding, national consent, national consumption, National Counterintelligence Executive, national currency, National Development Bond, National Disability Development Initiative, national distribution, national distributor, national economic accounting, national economics, National Exchange Market System, national firm, National Flood Insurance Program, national government, national harmony, national idea, national identity, national income, National Institutional Delivery System, National Insurance, national interest, national launch, national legitimacy, national market, national marketer, national marketing, national minimum wage, national nominating convention, national non-domestic rate, national numbering agency, national origins system, national origins quota system, national ownership 2), national patent, national patent law, national policy, national policy, national politics, national product, national promotion, National Public Accountant, national question, national reconciliation, national retailer, national sales force, national sales manager, national savings, National Secretary's Day, national security, national self-consciousness, national self-determination, national service, National Socialism, national sovereignty, national tax policy, national taxes, national trademark, national treatment, National Vocation Qualification, national wealth, national wholesaler, National Westminster Bank Ltd. v. Holesowen Presswork and Assemblies Ltd., National Association of Securities Dealers Rules of Fair Practice, National Bank Act, National Banking Act, National Exchange Market System Act, National Flood Insurance Act, National Health Service Reorganization Act 1973, National Housing Act, National Income and Product Accounts, National Labor Relations Act, National Minimum Wage Act 1998, National Trade Estimate Report, National Trade Estimate Report on Foreign Trade Barriers, National Advertising Benevolent Society, National Advertising Division, National Advertising Division of the Council of Better Business Bureaus, National Advertising Review Board, National Advertising Review Council, National Advisory Council on International Monetary and Financial Policies, National Aeronautics and Space Administration, National Agricultural Statistics Service, National Alliance for Insurance Education & Research, National Alliance for Insurance Education and Research, National Alliance Research Academy, National and Local Government Officers' Association, National Assembly, National Association for Variable Annuities, National Association of Accountants, National Association of Colleges and Employers, National Association of Corporation Schools, National Association of Corporation Training, National Association of Cost Accountants, National Association of Employment Managers, National Association of Export Companies, National Association of Federal Credit Unions, National Association of Health Underwriters, National Association of Independent Insurance Adjusters, National Association of Independent Insurers, National Association of Insurance and Financial Advisors, National Association of Insurance Brokers, National Association of Insurance Commissioners, National Association of Insurance Women, National Association of Investment Clubs, National Association of Investment Companies, National Association of Investors Corporation, National Association of Life Underwriters, National Association of Mutual Insurance Companies, National Association of Pension Funds, National Association of Personal Financial Advisors, National Association of Professional Insurance Agents, National Association of Professional Surplus Lines Offices, National Association of Public Insurance Adjusters, National Association of Purchasing Managers, National Association of Recording Merchandisers, National Association of Regulatory Utility Commissioners, National Association of Schoolmasters and Union of Women Teachers, National Association of Securities Dealers, National Association of Securities Dealers and Investment Managers, National Association of Securities Dealers Automated Quotation, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers, National Association of State Auditors, Comptrollers and Treasurers2) общ. государственный (финансируемый и/или контролируемый государством; в отличие от частного)national library — государственная [национальная\] библиотека
See:national administration 1), national bank 1), national curriculum, national debt, national ownership 1), national property, national treasury, National Archives and Records Administration, National Cemetery Administration2. сущ.общ. подданный, гражданин (какого-л. государства)fellow nationals, one's own nationals — сограждане, соотечественники
See:specially designated national, Convention on the Settlement of Investment Disputes between States and Nationals of Other States, resident 2. 2)
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1) национальный, относящийся к данному государству, народу; 2) внутренний, в отличие от международного. -
12 NAPFA
The new English-Russian dictionary of financial markets > NAPFA
См. также в других словарях:
National Association of Personal Financial Advisors — (or NAPFA) is an American financial planning trade organization created in 1983 to expand the use of Fee Only financial advisors by individual consumers. NAPFA established the first set of professional standards for Fee Only financial advisors… … Wikipedia
Personal Financial Advisor — Professionals who help individuals manage their finances by providing advice on money issues such as investments, insurance, mortgages, college savings, estate planning, taxes and retirement, depending on what the client requests help with. Some… … Investment dictionary
Financial adviser — Personal finance Credit and debt Pawnbroker Student loan Employment contract Salary Wage Em … Wikipedia
Financial Planning Association — The Financial Planning Association (or FPA), created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP),[1] is a leadership and advocacy organization… … Wikipedia
Financial Adviser — A professional who helps individuals manage their finances by providing advice on money issues such as investments, insurance, mortgages, college savings, estate planning, taxes and retirement, depending on what the client requests. Some… … Investment 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 Management Advisor — The Financial Management Advisor (FMA) is a made in Canada professional designation of the Canadian Securities Institute (CSI), the official educator of the Canadian securities industry. The FMA is a personal financial planning designation… … Wikipedia
Personal finance society — The Personal Finance Society is a British professional organisation of individual financial advisors and those in related roles. The Society was formed in January 2005, from the merger of the Life Insurance Association with The Society of… … Wikipedia
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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
Financial services — refer to services provided by the finance industry. The finance industry encompasses a broad range of organizations that deal with the management of money. Among these organizations are credit unions, banks, credit card companies, insurance… … Wikipedia
