BNET Business Dictionary
Business Definition for: Financial Planning
- planning the acquisition of funds to finance planned activities
Additional Resources
- Does Asset Management Need a Financial Planning Foundation?
- The main question this article tries to address, is a financial plan really a plan if it never gets implemented? The answer to the same has been explained with the help of a case. When Carol Pankros, CFP, president of CCP Financial in Palatine, Illinois, was one of only two...
- White papers 2000-11-01
- A Great Benefit Of Financial Planning
- A host of benefits can be derived through an efficient financial planning. Foremost is that it helps to eliminate needless expenditure and helps for better monitoring of cash flows. Another great benefit of financial planning is that it helps to maintain an optimal balance between income and expenditure. Benefits of...
- White papers 2008-01-15
- Principal opens middle market retail center.(Principal Financial Group opens PrinSource interactive financial planning center in Nashville, TN)
- The Principal Financial Group has opened an interactive financial planning center for retail customers near a mall in Nashville, TN. The PrinSource system is designed to allow customers to do their own financial planning using advanced software at workstaThe Principal Financial Group has opened an interactive financial planning center for...
- Research articles 1995-10-16
- AICPA Broadens Scope of Financial Planning Education, Assistance for Consumers: Pro Bono Services, Web-Based Resources
- The AICPA and five of the country's leading financial planning groups have joined forces to reach out to sponsor the Project for Financial Independence, a pro bono financial planning effort offering free financial guidance to people who cannot afford an aThe AICPA and five of the country's leading financial planning...
- Research articles 2004-06-01
- How to Get Into Financial Planning
- A recent AICPA financial planning conference counted some 700 attendees eager to learn more about this niche. In fact, the AICPA is expanding its efforts in this area, looking to move more CPAs over into financial planning. Then too, the Financial Planni A recent AICPA financial planning conference counted some...
- Research articles 2004-04-01
- A New Dimension in Financial Planning and Budgeting: SAS Planning - A Component of SAS Financial Management Solutions
- Conventional accounting packages and spreadsheets have not kept pace with the financial planning requirements of dynamic organizations, especially as global business churns out huge volumes of data and calls for strategic decisions on timelines that overwhelm pre-Web business models. This white paper provides an overview of SAS Planning, a key...
- White papers 2002-07-19
- Boutique Financial Planning Principals...
- Oct 02, 2005 (Money Management - ABIX via COMTEX) -- Tony Gillett has replaced Ian Donaldson as president of the Boutique Financial Planning Principals Group. Gillett, who is with Retirewell Financial Planning,...
- Research articles 2005-10-02
- Financial Planning For The Masses
- Some members have millions to invest, whereas one has about $2,100-but one credit union has discovered a web-based financial planning tool that makes it affordable to offer financial planning to the masses. Alexandria, Va.-based Pentagon FCU wanted to be Some members have millions to invest, whereas one has about...
- Research articles 2006-07-31
- How Differentiation Within the Financial Planning Profession Affects CFP® Practitioners and the CFP Mark
- The fact that financial planning is a process and not a product now finds wide acceptance among financial planning groups and financial professionals. Consumers are beginning to understand what kind of services they should expect from someone identifying himself or herself as a financial planner. The research in this paper...
- White papers 2003-08-12
- The National Corn Growers Association announces an agreement with the Financial Planning Association that will allow NCGA to incorporate financial literacy into educational programs for NCGA's membership of 33,000
- The National Corn Growers Association NCGA announces an agreement with the Financial Planning Association FPA that will allow NCGA to incorporate financial literacy into educational programs for NCGA's membership of 33,000. FPA will provide guest speakers for NCGA conferences and events and NCGA will receive brochures on the financial planning...
- Research articles 2005-05-01
- Sabotaging your financial future - Your Life - Financial Planning Association, - Financial Planning Association
- According to the Financial Planning Association, Denver, Colo., Americans frequently mismanage their finances. The organization specifically cites eight ways families can rail into this fiscal trap: Don't plan. Many people earn, spend, save, and invest their money without a great deal of thought or planning. They have only vague...
- Research articles 2003-03-01
- Financial Planning Is Important For Business Owners
- Financial planning takes on a critical role for business owners because most of them are responsible for setting up their own retirement plans. There are many ways to do this, ranging from the simplicity of an IRA or SEP to a more complex Keough, 401k or defined benefit plan. It's...
- White papers 2003-01-01
- One on One With Jim Barnash of the Financial Planning Association.(One on One)
- Byline: Charles Paikert Jim Barnash, who takes over as president of the Atlanta- and Denver-based Financial Planning Association in January, has bridged both ends of the spectrum. He knows what it is like to be both...
- Research articles 2004-10-18
- UC Irvine Extension Offers New Electives in Personal Financial Planning Certificate Program
- Retirement Planning and Test Preparation Classes Help Students Earn Their CFP([R]) IRVINE, Calif. -- The University of California, Irvine Extension announces plans to offer two new elective courses as part of its Personal Financial Planning Certificate Program, a Certified Financial Planner Board of Standards Inc. Registered Program. UC Irvine...
- Research articles 2008-03-25
- Commonwealth Financial Planning has ...
- Feb 16, 2007 (Money Management - ABIX via COMTEX) -- Commonwealth Financial Planning has announced three senior appointments in early February 2007. They are those of David McKay, as national manager of Commonwealth Financial Planning, Phil Chu as head of operations, and Monica Lunin as Commonwealth...
- Research articles 2007-02-16
- Financial Planning Association.
- The Financial Planning Association has named David Yeske as its president-elect for 2002. Mr. Yeske, who will serve as ... The Financial Planning Association has named David Yeske as its president-elect for 2002. Mr. Yeske, who will serve as president in 2003, is a...
- Research articles 2001-09-24
- AdviceAmerica Recognized as a Top Financial Planning Solutions Provider by Leading Industry Analyst Firm; Validated by Celent, Technology Leadership to be Showcased in Microsoft® Booth at SIA Conference
- FREMONT, Calif. -- AdviceAmerica, Inc. (www.adviceamerica.com), a leading provider of financial planning software, today announced it has been ranked in the top quartile by Celent in the research and advisory firm's latest industry report: Ranking the Vendors of Wealth Management Technology 2006: Financial Planning. Using its ABCD methodology, Celent evaluated...
- Research articles 2006-06-07
- Inefficiency drives up advice costs.(financial planning firms)(Brief Article)
- Mar 22, 2005 (Independent Financial Adviser - ABIX via COMTEX) Australian financial planning firms are wasting money by not properly automating their business practices. This is the view of Wes McMaster, adjunct professor in financial planning at RMIT University. Based on the average planning...
- Research articles 2005-03-22
- Planners get approval.(survey on financial planning and financial planners)(Brief Article)
- Feb 14, 2005 (Financial Planning - ABIX via COMTEX) RMIT University carried out the 2004 Consumer Sentiment Survey for the Financial Planning Association of Australia. Some 82 per cent of respondents who had a financial planner were either "satisfied" or "very satisfied" with the...
- Research articles 2005-02-14
- Middle cut from financial planning market.
- Dec 05, 2002 (Money Management - ABIX via COMTEX) RMIT University has undertaken research on behalf of the Financial Planning Association of Australia FPA. The report indicates that the financial planning sector underwent a period of intense consolidation from 1996 to 2002. The university's...
- Research articles 2002-12-05
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