Financial Planner definition

Financial Planner means any investment advisor, broker-dealer, financial planner or any other person authorized to act on behalf of a Shareholder.

Financial Planner means a Financial Planner acting as an Authorised Representative of CFA;

Financial Planner means a person who for compensation advises others upon the investment of money or upon provision for income to be needed in the future, or who holds himself or herself out as qualified to perform either of these functions, but does not include:

Examples of Financial Planner in a sentence

• Such designations include, but are not limited to, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Master of Science In Financial Services (MSFS), or Masters of Science Financial Planning (MS).

• Certified Financial Planner (CFP) awarded by the Certified Financial Planner Board of Standards, Inc.

• The withdrawal period expires fourteen days after the day on which the energy supply contract is drawn up.

• Give permission that the Scheme may share my personal information including that of my dependants with my chosen Financial Planner, if any, who is an accredited Medical Aid Broker of my choice.

• The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc.

More Definitions of Financial Planner

Financial Planner means an agent or broker who has successfully completed a course of instruction required for designation as a financial planner by a recognized professional association of financial planners.

Financial Planner means a financial advisor holding a recognized specialist designation, including:

Financial Planner means [an agent or broker] a producer of insurance who has

Financial Planner means a person who for compensation

Financial Planner means a person who is authorised by a Professional Body to use a professional designation afforded a person in the practice of Financial Planning, having met that body’s competency and minimum experience standards, who is in good standing and who is subject to that body’s code of ethics and conduct rules;

Financial Planner means any person or entity that provides a variety of financial services principally advisory in nature, to Players or their families regarding the management of their financial resources, including, but not limited to: a Certified Financial Planner, Chartered Financial Analyst, Chartered Financial Consultant, Chartered Life Underwriter, Certified Public Accountant-Personal Financial Specialist, Certified Public Accountant, Certified Investment Management Consultant, Certified Investment Management Analyst, Chartered Mutual Fund Counselor or Registered Financial Consultant. These services include, but are not limited to, preparing a financial program for a Player based on the Player’s financial circumstances and objectives, covering present and anticipated assets and liabilities, including insurance, savings, investments, and anticipated retirement or other employee benefits. Services also include recommending that the Player obtain insurance or revise existing coverage, establish an individual retirement account, increase or decrease funds held in savings accounts, invest funds in securities or other investments, or develop tax or estate plans.

Financial Planner means a Financial Planner acting as an Authorised Representative of RIC;