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Qualified Financial Planner

См. также в других словарях:

  • 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

  • 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 adviser — Personal finance Credit and debt Pawnbroker Student loan Employment contract Salary Wage Em …   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

  • Certified Mortgage Planner — In the United States Certified Mortgage Planner is a designation for the purpose of establishing a new professional category in the mortgage sector: one that arose as a response to criticisms of the mortgage banking industry. It is often confused …   Wikipedia

  • Chartered Financial Analyst — Chartered Financial Analyst(CFA) Type Professional Organization Location Charlottesville, Virginia, United States Website www.cfainstitute.org …   Wikipedia

  • Annuity (US financial products) — In the U.S. an annuity contract is created when an individual gives a life insurance company money which may grow on a tax deferred basis and then can be distributed back to the owner in several ways. The defining characteristic of all annuity… …   Wikipedia

  • Mortgage planner — A mortgage planner is a mortgage professional who provides a consultation to their client that is in alignment with their long and short term financial goals. The Mortgage Planner can also perform the duties of a loan officer, such as originating …   Wikipedia

  • Certified mortgage planner — Not to be confused with Certified mortgage consultant. In the United States certified mortgage planner is a designation for the purpose of establishing a new professional category in the mortgage sector: one that arose as a response to criticisms …   Wikipedia

  • QFP — Quad Flat Pack (Academic & Science » Electronics) * Qualified Financial Planner (Business » Positions) * Quality Forest Products (Business » Firms) * Quad Fine Pitch (Academic & Science » Electronics) * Quality Flower Product (Academic & Science… …   Abbreviations dictionary

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