Accredited Personal Financial Planning Specialist - Definition

By profession a qualified investment planner is licensed by the Certified Financial Planner (CFP) Board of Standards. He studies a client's financial situation and is able to Offer personal financial-planning services to achieve the Long term goals and objectives They are qualifies for accountants place rather than in the Execution of investment strategic plan.

Terms near "Accredited Personal Financial Planning Specialist"

Accreted value
Accrual basis accounting
Accrual bond
Accrual of discount
Accrual Swap
Accrued benefit
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