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 ...
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...
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A certified financial planner holds the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc.
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.
A financial planner helps you chart a course for your financial life.
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.
Financial Planner는 고객에게 보험, 투자, 재무설계 등 전문적인 통합금융솔루션을 제공하는 것은 물론, 고객의 눈높이에서 현재의 고민을 함께 나누고 행복한 미래를 함께 설계하는 인생의 동반자입니다.
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
When scanning the financial advisor landscape, a financial advisor and a financial planner are both very broad categories. Here are the differences.