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Your search keyword '"FINANCIAL planning"' showing total 3 results
3 results on '"FINANCIAL planning"'

1. Definición de un modelo para la planeación financiera personal aplicado al caso colombiano.

Author

Rojas López, Miguel David, Maya Fernández, Lina Marcela, and Valencia, María Elena

Subjects
*PERSONAL finance, *FINANCIAL planning, *FINANCIAL management, *INVESTMENT advisors, *FINANCIAL planners
Abstract

Personal financial planning is a set of activities required for defining objectives, setting action plans, and satisfying financial needs of individuals. Different authors represent the personal financial planning process through models, indicating disadvantages to apply them in the Colombian environment since they have been created in developed countries; they suppose the existence of a financial planning industry and there are no academic studies which adapt them to meet the inherent needs of the environment. In order to solve such disadvantages, this research proposes the definition of a unifying personal financial planning model which embraces different elements that are identified from studied models, applicable in the Colombian environment. [ABSTRACT FROM AUTHOR]

Published
2017
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2. FINANCIAL PLANNING GUIDE.

Author

GJERTSEN, EDWARD II

Subjects
*FINANCIAL planning, *FINANCIAL planners, *CONSULTING firms, *FINANCIAL management, *CUSTOMER relationship management
Abstract

The article shows an advisory in devising an effective financial plan through consulting a Certified Financial Planner (CFP). Topics covered include standards for a CFP like financial tips should benefit interests of clients and complying to principles of integrity when handling clients, seeking CFPs through the website PlannerSearch.org, and financial plans requiring fulfillment of SMART goals like Specific, Measurable, and Realistic.

Published
2015

3. Making sense of rocky markets.

Subjects
*FINANCIAL planning, *FINANCIAL planners, *FINANCIAL management, *WEALTH management services, *STOCK exchanges
Abstract

An interview with certified financial planner Jason Heath is presented. Health discusses the economic outlook involving the Canadian stock market. He suggests that investors should take charge and focus on what they can control and should expect that stock market returns to be muted. He adds not to be emotional when investing in the stock market.

Published
2016

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