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Your search keyword '"FINANCIAL planning"' showing total 3 results
Start Over Descriptor "FINANCIAL planning" Topic association for financial professionals (u.s.) Publication Year Range Last 10 years Publisher association for financial professionals
3 results on '"FINANCIAL planning"'

1. Measure UP.

Author

ESSAIDES, NILLY

Subjects
*FINANCIAL planning, *FINANCIAL planners
Abstract

The article talks about the first annual Financial Planning and Analysis (FP&A) Benchmarking Survey launched by the U.S. Associationfor Financial Professionals on March 2, 2016 to help financial professionals to identify best practices within their organization and to achieve cost reduction.

Published
2016

2. THE 12 STEPS.

Author

Essaides, Nilly

Subjects
*BUDGET process, *FINANCIAL planning, *INFORMATION architecture, *STRATEGIC planning, CORPORATE finance management
Abstract

The article discusses twelve ideas to improve the budget process based on the "Guide to Shortening the Budgeting Cycle" of the Association for Financial Professionals (AFP). Included in the guide discussed are considering the purpose and the frequency of creating budget plans, breaking the process into business as usual segment and strategic initiatives segment, and utilizing a more effective information architecture system.

Published
2015

3. Bridging the Competency Gap.

Author

Kaitz, Jim

Subjects
*JOB performance, *FINANCIAL planning
Abstract

An introduction to the journal is presented in which the author discusses the importance of the Financial Planning & Analysis (FP&A) Corporate Development Program of the Association for Financial Professionals (AFP) which aims to resolve disparities in job competencies.

Published
2015

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