Personal Financial Planning Services definition

Personal Financial Planning Services means the provision of financial plans to individuals for compensation and the provision of services related thereto, and may include specific recommendations for the implementation of such plans and advice with respect to tax planning, retirement planning, estate planning, insurance planning, budgeting and cash management, or similar types of financial advice, but not including solely Investment Advisory Services.
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Personal Financial Planning Services means the provision of financial plans to individuals for compensation and the provision of services related thereto, and may include specific recommendations
Sample 1Sample 2

Examples of Personal Financial Planning Services in a sentence

  • For purposes of this Rider, Investment Advisory Services shall not include Personal Financial Planning Services.

  • A CPA shall not render personal financial planning services unless the CPA has complied with the applicable standards for personal financial planning services.(b) Statement on Standards on Personal Financial Planning Services.

  • Copies of the Statement on Standards on Personal Financial Planning Services may be inspected in the office of the Board, as described in 21 NCAC 08A .0102.

  • The Statement on Standards on Personal Financial Planning Services (including the definition of such services) issued by the AICPA, including subsequent amendments and editions, is hereby adopted by reference, as provided by G.S. 150B-21.6, and shall be considered as the approved standards for personal financial planning services for the purpose of Paragraph (a) of this Rule.

  • A PFS credential holder is required to adhere to AICPA’s Code of Professional Conduct and the Statement on Standards in Personal Financial Planning Services, when providing personal financial planning services.

  • A PFS credential holder is required to adhere to AICPA’s Code of Professional Conduct and the Statement on Standards in Personal Financial Planning Services, when providing personal financial planning services4.

  • In addition to the Code of Professional Conduct, AICPA members who provide personal financial planning services are required to follow the Statement on Standards in Personal Financial Planning Services (SSPFPS).

  • Personal Use of Company Aircraft(1) Personal Use of CompanyCar and Driver(2) Personal Financial Planning Services Moving and RelocationExpenses(3),(4) Other(5) NameAggregate IncrementalCost($)Aggregate IncrementalCost($)Aggregate IncrementalCost($)Aggregate IncrementalCost($) Tax Gross-Up($)Aggregate IncrementalCost($) Total($)Robert A.

  • Client Engagement Letter - Ongoing Services This letter sets forth our understanding of the terms and objectives of our engagement to provide comprehensive Personal Financial Planning Services to you.

  • Plante & Moran, PLLC operates as a partnership with a staff of over 2,000 persons organized into four major service areas: Management Consulting, Accounting and Auditing, Tax Consulting, and Personal Financial Planning Services.

Related to Personal Financial Planning Services

  • Cemetery services means cremations, grave openings and closings, and installation of grave memorials.

  • Nursing services means the provision of individual-specific advice, plans, or interventions by a nurse at a home based on the nursing process as outlined by the Oregon State Board of Nursing. Nursing services differ from administrative nursing services.

  • Habilitative services means those services provided by

  • Training Services means access to Red Hat training courses, including online courses or courses provided at a site as may be agreed by the parties.

  • Basic health plan services means that schedule of covered

  • Beta Services means Xxxxxx services or functionality that may be made available to Customer to try at its option at no additional charge which is clearly designated as beta, pilot, limited release, developer preview, non-production, evaluation, or by a similar description.

  • Counseling services means services provided by qualified social workers, psychologists, guidance counselors, or other qualified personnel.

  • Homemaker services means the professionally directed or supervised simple household maintenance or management services provided by trained homemakers or individuals to families in their own homes.

  • Hospice services means palliative and supportive care and other services provided by an interdisciplinary team under the direction of an identifiable hospice administration to terminally ill hospice patients and their families to meet the physical, nutritional, emotional, social, spiritual, and special needs experienced during the final stages of illness, dying, and bereavement, as defined in Minnesota Statutes, § 144A.75, subd. 8, and includes the set of services as determined by the Medicare program under §1861(dd) of the Social Security Act and defined in 42 CFR § 418.3.

  • Community services means any type of counseling and advice, emergency assistance, medical care,

  • Pharmacy services means the practice of pharmacy as defined in chapter 18.64 RCW and includes any drugs or devices as defined in chapter 18.64 RCW.

  • Community support services means services authorized,

  • Personal assistance services means a range of services including, among other things, training in managing, supervising, and directing personal assistance services, provided by one or more persons, that are designed to assist an individual with a disability to perform daily living activities on or off the job that the individual would typically perform without assistance if the individual did not have a disability. The services are also designed to increase the individual's control in life and ability to perform everyday activities on or off the job; necessary to the achievement of an employment outcome; and provided only while the individual is receiving other vocational rehabilitation services.

  • Personal Services means “the performance of any work or labor and shall also include acting as an independent contractor or providing any consulting advice or assistance, or otherwise acting as an agent pursuant to a contractual relationship.”

  • Security Services means, a systemic approach to managing an organisation’s security needs as per specifications, terms and conditions stipulated under the contract, the organisation in this case refers to Medical Colleges/ Hospitals

  • water services means water supply services and sanitation services;

  • Personal care services means both physical assis- tance and/or prompting and supervising the performance of direct personal care tasks as determined by the resident's needs and does not include assistance with tasks performed by a licensed health professional.

  • Information technology services means services designed to do any of the following:

  • Education Services means education and hostel facilities for students and scholars provided by -

  • Hosting Services means the provision, administration, and maintenance of servers and related equipment, the provision of bandwidth at the hosting facility, and the operation of the Application for access by Customer Users to be provided by the relevant hosting service provider.