재무설계사 - 나무위키

재무설계사(財務設計士)는 금융권에서 주로 고객의 자산을 관리하는 사람을 이르는 말이다. 영어로는 Financial Planner, 줄여서 FP로 부르는 경우가 많다. 자산관리사도 동일한 의미로 쓰이지만 현대에 들어 추상적으로 '자산을 관리'하는 일 보다는 '특정한 금융상품을 판매하는 판매자가 아니라 개인이나 가계...

Financial planner

A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: integrate into the range ...

Financial Planner

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Financial Planner

Financial Planner는 고객에게 보험, 투자, 재무설계 등 전문적인 통합금융솔루션을 제공하는 것은 물론, 고객의 눈높이에서 현재의 고민을 함께 나누고 행복한 미래를 함께 설계하는 인생의 동반자입니다.

CFP - 나무위키

Certified Financial Planner 재무설계 업무를 수행하기 위해 요구되는 전문지식(Knowledge), 전문기술(Skill) 및 전문능력(Ability)을 검증하는 CFP(Certified Financial Planner) 인증 프로그램은 세계적으로 가장...

What Is a Financial Planner? What They Do and How to Find One

A financial planner is an advisor who helps clients manage their financial affairs and work toward their long-term financial goals. Many hold a professional designation.

Certified Financial Planner™ (CFP®): What It Is and How to Become One

A certified financial planner holds the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc.

What Is A Financial Planner? – Forbes Advisor

A financial planner helps you chart a course for your financial life.

What Is a Financial Planner? Comprehensive Guide and Benefits

Learn what a financial planner does, their benefits, and how they can help you achieve your financial goals. Find out more about financial planning services.

금융자산관리 =Financial planner

자료유형 : 단행본, 개인저자 : 황인태, 서명/저자사항 : 금융자산관리=Financial planner /황인태, 발행사항 : 서울:청목출판사,2006, 형태사항 : 780 p.:도표,26 cm, 대등표제 : Financial planner, ISBN : 8955651627, 서지주기 : 참고문헌: p. 772-773, 색인수록