Meaning of FINANCIAL PLANNER in English

FINANCIAL PLANNER

Individual who helps establish a financial game plan. Although a financial planner may have certain licenses or designations indicating the extent of his or her training, there is no requirement that a financial planner have a license. Financial planners carry professional designations, such as CFP and ChFC.

Mutual Fund English Glossary.      Английский глоссарий взаимных и инвестиционных фондов.