What is the Financial Planning?
What is the Financial Planning? -- In recent times, we often find the term Financial Planning. What does it mean? Financial planning is the process to achieve your life goals through the financial management of care. Life goals could include buying a house, buying a car, investment, taxes, saving for children education or planning for retirement.
Referring to the U.S. Securities and Exchange Commission can to define what is the financial planner. This typically prepares financial plans for his or her clients. The Kinds of services financial planners offer can Vary Widely. Some planners assess every aspect of your financial life-saving Including, investments, insurance, taxes, retirement, and estate planning-and help you develop a detailed strategy or financial plan for meeting all your financial goals. Other financial planners professionals call Themselves, but they may only be able to recommend That you invest in a narrow range of products and sometimes that are not securities products.
A financial planner uses the financial planning process to help you find the way to achieving your life goals. Financial planners can see the "big picture" of your financial situation and make financial planning recommendations that are suitable for you. The planner can look at all your needs including budgeting and saving, tax planning, investments, insurance and pensions.
Alternatively, a financial planner can work with you on a single financial issue but within the context of your overall financial situation. Picture approach to your financial goals is what distinguishes a financial planner with other financial advisors, where they may be trained to focus on a particular area of your financial life.
Financial advisers who may Work With You
In addition to providing financial planning services are eligible for you, many financial planners are also registered as an investment advisor or licensed to sell insurance or stocks that allow them to buy or sell a product. Other financial planners may ask you to use more financial advisors who have a particular specialist to help you implement their recommendations.
With the right education and experience, each of several advisory below can take you through the process of financial planning. Financial planners who have a code of ethics will direct you to one of the following professionals for services not provided by them. By the same token, these advisers should refer you to a financial planner if they can not meet your financial planning needs.
Accountant
Accountants provide advice on tax issues and help you prepare and file your tax report to the Directorate General of Taxes.
Financial Planners
Financial planners who provide financial planning services to their clients are expected to have a professional designation or title of financial planner with international standard such as the Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC).
Insurance Agent / Mutual Funds
Insurance agent that is licensed to sell such Certificate in Unit Linked or mutual fund dealer that is licensed to sell Mutual Fund Sales Representative to sell mutual funds or unit linked to their clients.
Investment Advisor
Someone who wants to give advice invetasi must have permission from the Securities and Exchange Commission (Capital Markets Supervisory Board) as Deputy Manager of Investment.
Stock Broker
Stock broker is a person has obtained a license from the Securities and Exchange Commission as a broker representative in the capital markets for the benefit of its clients.
Perhaps, this can told you about what is the financial planning. Cheers! (*)
Referring to the U.S. Securities and Exchange Commission can to define what is the financial planner. This typically prepares financial plans for his or her clients. The Kinds of services financial planners offer can Vary Widely. Some planners assess every aspect of your financial life-saving Including, investments, insurance, taxes, retirement, and estate planning-and help you develop a detailed strategy or financial plan for meeting all your financial goals. Other financial planners professionals call Themselves, but they may only be able to recommend That you invest in a narrow range of products and sometimes that are not securities products.
A financial planner uses the financial planning process to help you find the way to achieving your life goals. Financial planners can see the "big picture" of your financial situation and make financial planning recommendations that are suitable for you. The planner can look at all your needs including budgeting and saving, tax planning, investments, insurance and pensions.
Alternatively, a financial planner can work with you on a single financial issue but within the context of your overall financial situation. Picture approach to your financial goals is what distinguishes a financial planner with other financial advisors, where they may be trained to focus on a particular area of your financial life.
Financial advisers who may Work With You
In addition to providing financial planning services are eligible for you, many financial planners are also registered as an investment advisor or licensed to sell insurance or stocks that allow them to buy or sell a product. Other financial planners may ask you to use more financial advisors who have a particular specialist to help you implement their recommendations.
With the right education and experience, each of several advisory below can take you through the process of financial planning. Financial planners who have a code of ethics will direct you to one of the following professionals for services not provided by them. By the same token, these advisers should refer you to a financial planner if they can not meet your financial planning needs.
Accountants provide advice on tax issues and help you prepare and file your tax report to the Directorate General of Taxes.
Financial Planners
Financial planners who provide financial planning services to their clients are expected to have a professional designation or title of financial planner with international standard such as the Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC).
Insurance Agent / Mutual Funds
Insurance agent that is licensed to sell such Certificate in Unit Linked or mutual fund dealer that is licensed to sell Mutual Fund Sales Representative to sell mutual funds or unit linked to their clients.
Investment Advisor
Someone who wants to give advice invetasi must have permission from the Securities and Exchange Commission (Capital Markets Supervisory Board) as Deputy Manager of Investment.
Stock Broker
Stock broker is a person has obtained a license from the Securities and Exchange Commission as a broker representative in the capital markets for the benefit of its clients.
Perhaps, this can told you about what is the financial planning. Cheers! (*)
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