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

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

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 information or services provided in this report may not be suitable for you and we strongly recommend taking the advice of your Financial Planner or Investment advisors.

• 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 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:

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

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 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 person who for compensation

Financial Planner means an individual in the business of providing Financial Planning Services to others. It includes a Registered Representative, Registered Investment Adviser and Life Insurance Agent while they are providing Financial Planning Services as part of a Financial Plan or an Investment Management Contract.

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