Financial Planning definition
Financial Planning means the process of determining whether and how a
Financial Planning shall include analysis of Clients’ current financial situation, identification of
Financial Planning means the action of projecting financial impacts of business and IT decisions based on historical data and analytic examination of current expenditures. 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.
Examples of Financial Planning in a sentence
You will also be eligible to participate in the Company’s Physical Examination and Financial Planning Program.
This Agreement is effective upon Management signing the Agreement (including for Financial Planning services).
In addition, in the case of a financial planning client who may not have signed a New Account Form, each person who has signed this Agreement (also a “Client) appoints Management to provide Financial Planning services in accordance with the following.
During the Employment Term, Executive will be eligible to participate in the Company's Financial Planning Assistance program for senior executives.
For Clients who receive our Financial Planning services, we must state when a conflict exists between the interests of our Firm and the interests of our Client.
More Definitions of Financial Planning
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 the Financial advice delivered by a Financial Planner;
Financial Planning means a process of developing strategies to help people manage their financial affairs to meet personal goals. In creating their recommendations and plans, financial planners may review all relevant aspects of a client’s situation across a breadth of financial planning activities, including inter- relationships among often conflicting objectives. “Financial product” shall mean a financial product as defined in the Financial Sector Regulation Act 9 of 2017 (as amended). “FINANCIAL SERVICESADVISOR® professional” shall mean a Member who is authorised to hold the FINANCIAL SERVICES ADVISOR® designation. “Financial Year” shall mean a twelve-month period beginning on 1 January of any one year and ending on 31 December of the same year, or another recurring twelve-month period as the Board directs, and Membership Year shall mean the same. “FPI Affiliate member” shall mean a Member who is a natural person who does not comply with the requirements for being an FPI professional member or a Member that is not a natural Person. “FPI Approved CPD Programme” shall mean a CPD activity that is approved by FPI as being relevant to the FPI Financial Planner and/or Financial Advisor Competency Profiles and the FPI Code of Ethics and Practice Standards. “FPI Approved Mentor” shall mean an experienced CFP® professional in good standing who is registered as an Approved Mentor under FPI’s Mentorship programme and who is tasked with guiding and counselling a Mentee. “FPI Approved Provider” shall mean an educational or a continuous professional development provider that is approved in terms of FPI’s educational programme and/or CPD provider policy. “FPI Corporate Affiliate” shall mean a created Person that is an Affiliate Member through having subscribed to the FPI member benefit proposition afforded to incorporated affiliate members. “FPI Corporate Partner®” shall mean a created Person that is an FPI Affiliate Member through having subscribed to the FPI Corporate Partner® member benefit proposition. “FPI Member” shall mean a Person holding FPI membership. “FPI Membership” shall mean having entered a member agreement with FPI and shall include deemed FPI Membership post termination where so provided under FPI Disciplinary Regulations.
Financial Planning means the recommendation or preparation of a financial program for a client involving the client’s present and anticipated assets and liabilities including but not limited to recommendations regarding savings, insurance, investment, estate planning, anticipated retirement and/or other employee benefits.
Financial Planning means analyzing the financial circumstances of another person and providing a plan to meet that other person’s financial needs and objectives, including any investment plan insecurities, whether or not a fee is charged in relation thereto.
Financial Planning means analyzing the financial circumstances of a person and providing a plan to meet that person’s financial needs and objectives, including planning as to finances, insurance, employee benefits, investments and securities, taxation, estates, asset protection and retirement;
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.