Financial Planner

Financial Planner

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Description

Please note that the content of this book primarily consists of articles available from Wikipedia or other free sources online. A financial planner or personal financial planner is a practicing professional who helps people deal with various personal financial issues through proper planning, which includes but is not limited to these major areas: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners). The work engaged in by this professional is commonly known as personal financial planning. In carrying out the planning function, he is guided by the financial planning process to create a financial plan; a detailed strategy tailored to a client's specific situation, for meeting a client's specific goals. The key defining aspect of what the financial planner does is that he considers all questions, information and advice as it impacts and is impacted by the entire financial and life situation of the client.show more

Product details

  • Paperback | 60 pages
  • 152 x 229 x 4mm | 100g
  • Chrono Press
  • United States
  • English
  • 6136717263
  • 9786136717265