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.

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

Financial Planner means a person who, on advertisements, cards, signs, circulars, letterheads, or in another manner, indicates that the person is a "financial planner," "financial counselor," "financial adviser," "investment counselor," "investment adviser," "financial consultant," or other similar designation, title, or combination is considered to be representing that the person is engaged in the business of financial planning.

Examples of Financial Planner in a sentence

• A Chartered Financial Planner and member of the Chartered Insurance Institute and Personal Finance Society.

• When appropriate and as needed, the Parties will use the services of one or more of the following professionals: Divorce Coaches, Child Specialists, and Financial Planner (Collectively referred to as “the Collaborative Professional”.

• He continues to enhance his already considerable knowledge of the industry and achieved Chartered Financial Planner status in 2016.

• You authorise us to give your Account information and other personal information held by us to your nominated Asset Manager or Financial Planner and release us from and indemnify us against any claim, loss, damage or liability arising directly, indirectly or in any other manner arising from that disclosure.

• When appropriate and as needed, the parties will use the services of one or more of the following professionals: Divorce Coaches, Child Specialist, Financial Planner (Collectively referred to as “the Collaborative Professional”).

More Definitions of Financial Planner

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

Financial Planner means a person who for compensation

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

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 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 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 a Financial Planner acting as an Authorised Representative of RIC;