Accounting dictionary. 2014.
personal financial planning — Financial planning for individuals, which involves analysing their current financial position, predicting their short term and long term needs, and recommending a financial strategy. This may involve advice on pensions, the provision of… … Big dictionary of business and management
Accredited Personal Financial Planning Specialist — A professional designation for Certified Public Accountants who have completed the required coursework and passed an examination administered by the Certified Financial Planner Board of Standards. The Accredited Personal Financial Planning… … Investment dictionary
Financial Planning Standards Board India — Financial Planning Standards Board (FPSB) India is a Public – Private Enterprise and a Professional Standards Setting body that proactively guides the development and promotion of standards for Financial Planning professionals to benefit and… … Wikipedia
financial planning — Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future… … Financial and business terms
Personal Financial Specialist — CPAs who specialize in personal financial planning can earn a specialist s designation, the Personal Financial Specialist (PFS). This designation is granted by the American Institute of Certified Public Accountants (AICPA) and can only be… … Wikipedia
Financial planning — The process of evaluating the investing and financing options available to a firm. It includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing… … Financial and business terms
Personal Financial Specialist - PFS — A specialty credential awarded by the American Institute of Certified Public Accountants (AICPA) to CPAs who specialize in helping individuals plan all aspects of their wealth. Successful Personal Financial Specialist (PFS) applicants earn the… … Investment dictionary
Financial Planning Association — The Financial Planning Association (or FPA), created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP),[1] is a leadership and advocacy organization… … Wikipedia
Personal Financial Advisor — Professionals who help individuals manage their finances by providing advice on money issues such as investments, insurance, mortgages, college savings, estate planning, taxes and retirement, depending on what the client requests help with. Some… … Investment dictionary
Personal finance — is the application of the principles of finance to the monetary decisions of an individual or family unit. It addresses the ways in which individuals or families obtain, budget, save, and spend monetary resources over time, taking into account… … Wikipedia
