Financial Planning definition

Financial Planning means the process of determining whether and how a

Financial Planning means the action of projecting financial impacts of business and IT decisions based on historical data and analytic examination of current expenditures. Schedule 1 (Defined Terms) IT Service Agreement Financial Responsibility Matrix means the matrix set forth in Appendix 5-B to Schedule 5 to the Agreement, which identifies each Party’s financial responsibility for the resources used to provide the Services. Financial Statements means all financial statements, reports and other information furnished by HPES to HPI or reported by HPES to the Securities and Exchange Commission or similar Governmental Authority.

Financial Planning means the Financial advice delivered by a Financial Planner;

Examples of Financial Planning in a sentence

• AMP Financial Planning is also covered by professional indemnity insurance and this satisfies the requirements imposed by the Corporations Act 2001 and National Consumer Credit Protection Act.

• The insurance covers claims arising from the actions of former employees or representatives of AMP Financial Planning, even where subsequent to these actions they have ceased to be employed by or act for AMP Financial Planning.Your privacyWe are committed to protecting your privacy.

• You can request access to the information your adviser or AMP Financial Planning holds about you at any time to correct or update it as set out in the Group Privacy Policy.

• These have been researched by external research houses as well as our in-house research team.AMP Financial Planning periodically reviews these products to ensure that they remain competitive with similar products that address similar client needs and objectives.

• You can also contact the Financial Planning Association (FPA) at www.fpa.asn.au to make a complaint (please note that the FPA cannot award compensation).Professional indemnity insuranceWe maintain professional indemnity insurance to cover our advice and the recommendations provided by your adviser.

More Definitions of Financial Planning

Financial Planning shall include analysis of Clients’ current financial situation, identification of their financial goals, and developing and recommending financial strategies to realize such goals.

Financial Planning. You will be eligible to be reimbursed for up to $3,500.00 per calendar year for expenses incurred for financial planning and/or tax preparation.

Financial Planning means analysing the financial circumstances of another person and providing a plan to meet that other person’s financial needs and objectives, including any investment plan in securities, whether or not a fee is charged in relation thereto.

Financial Planning means and include analysis of Client’s current financial situation, identification of its financial goals, and developing and recommending financial strategies to realize such goals.

Financial Planning means analyzing the financial circumstances of a person and providing a plan to meet that person’s financial need and objectives such as tax planning, investment planning etc.

Financial Planning means the employee(s) within Corporate Services / Financial Planning Division responsible for the budgetary and long range financial planning processes.

Financial Planning means the process of creating strategies to manage the client’s financial affairs in order to achieve their defined financial objectives.