What is another word for Financial planning?

What is another word for Financial planning?

What is another word for financial planner?

certified financial planner investment advisor
personal financial planner CFP
registered financial planner registered investment advisor
RFP RIA

What is Financial planning simple words?

Definition of Financial Planning Financial Planning is the process of estimating the capital required and determining it’s competition. It is the process of framing financial policies in relation to procurement, investment and administration of funds of an enterprise.

What is a synonym for financially?

dollars-and-cents, fiscal, monetary, pecuniary, pocket.

What is another word for financial advisor?

What is another word for financial adviser?

securities broker broker
stockbroker trader
investment analyst investment banker
agent dealer
negotiator jobber

What is another word for financial stability?

What is another word for financially stable?

solid secure
financially secure financially sound
debt-free in credit
in funds profit-making
in the black not in debt

What is a synonym for planning?

Synonyms for planning. an act of formulating a program for a definite course of action. Related Words. birth control. birth prevention. family planning. preparation.

What is synonym for financial services?

Synonyms for Financial services: Other synonyms: •Other relevant words: bank, banking, building society, central bank, clearing house, credit, credit union, exchange rate, foreign exchange, gnome, merchant bank, mutual, negotiable, pay, personal identification number, rate of exchange, statement, thrift, the IMF, e-bank.

What is a synonym for financial?

Synonyms for Financial: adj. •fiscal (adjective) budgetary. •having to do with money (adjective) business, numeric, pecuniary, numbers, economic, banking, budgeting, commercial, monetary, pocket, fiscal. •monetary (adjective) fiscal.

What is a financial planner?

The financial planner is one type of financial advisor, who helps companies and individuals create a program to meet long-term financial goals. The planner might have a specialty in investments, taxes, retirement, and/or estate planning.