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
He is also a certified Personal Financial Planner and a Certified Wealth Manager.
This fee is based on an agreement between the client and the Financial Planner.
The fee will further be automatically cancelled by a change in the appointed Financial Planner.
We recommend that you seek advice from your Financial Planner before making any investment decisions.
In addition, he is a Chartered Accountant (Malaysia), Certified Practicing Accountant (Australia) and Certified Financial Planner (CFP).
More Definitions of Financial Planner
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.
Financial Planner means a financial advisor holding a recognized specialist designation, including:
Financial Planner means a person who for compensation
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 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 Planner acting as an Authorised Representative of RIC;