investment planner
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Investment management — is the professional management of various securities (shares, bonds etc.) and assets (e.g., real estate), to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds,… … Wikipedia
investment adviser — USA Any person who, for compensation, engages in the business of advising others, either directly or through publications or writings, as to the value of securities or as to the advisability of investing in, purchasing, or selling securities or… … Law dictionary
Investment advisor — An investment advisor (or investment adviser) is an individual or firm that advises clients on investment matters on a professional basis. They tend to fall into two distinct categories: * investment advisors offering direct financial advice to… … Wikipedia
Investment Advisory Representative - IAR — Personnel that work for investment advisory companies whose main responsibility is to provide investment related advice. According to regulations, IARs can only provide advice on topics on which they have passed the appropriate examinations. In… … Investment dictionary
Financial planner — 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,… … Wikipedia
Certified Financial Planner — The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board)[1] in the United States, Financial Planning Standards… … Wikipedia
Certified Financial Planner Board of Standards — Certified Financial Planners Board of Standards, Inc. (CFP Board) Type Professional Organization Founded 1985 Key people Kevin R. Keller, CEO Area served United States … Wikipedia
Collective investment scheme — The values and performance of collective funds are listed in newspapers A collective investment scheme is a way of investing money alongside other investors in order to benefit from the inherent advantages of working as part of a group. These… … Wikipedia
Financial Planner — A qualified investment professional who helps individuals and corporations meet their long term financial objectives by analyzing the client s status and setting a program to achieve that client s goals. Financial planners specialize in tax… … Investment dictionary
China Investment Corporation — Type Sovereign wealth fund Industry Investment service Founded Beijing, China (2007) … Wikipedia
financial planner — An investment professional who assists individuals with long and short term financial goals. Bloomberg Financial Dictionary * * * financial planner UK US noun [C] ► FINANCE a person whose job is to advise people on how to manage their financial… … Financial and business terms
