FINANCIAL PLANNER

  

Copyright © Philip M. Parker, INSEAD. Terms of Use.

FINANCIAL PLANNER

Specialty Definition: FINANCIAL PLANNER

DomainDefinition

Occupations

Develops and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate: Interviews client to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. Analyzes client's financial status, develops financial plan based on analysis of data, and discusses financial options with client. Prepares and submits documents to implement plan selected by client. Maintains contact with client to revise plan based on modified needs of client or changes in investment market. May refer client to other establishments to obtain services outlined in financial plan. May sell insurance to client, recommending amount and type of coverage [SALES AGENT, INSURANCE (insurance) 250.257-010]. May buy and sell stocks and bonds for client [REGISTERED REPRESENTATIVE (financial) 250.257-018]. May rent, buy, and sell property for client [SALES AGENT, REAL ESTATE (real estate) 250.357-018]. May be registered with professional self-regulatory association and be designated Certified Financial Planner (profess. & kin.). (references)

Source: compiled by the editor from various references; see credits.

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Commercial Usage: FINANCIAL PLANNER

DomainTitle

Books

  • The Sweet Potato Queens' Big-Ass Cookbook and Financial Planner (reference)

  • Getting Started as a Financial Planner (reference)

    (more book examples)

Source: compiled by the editor from various references; see credits.

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Frequency of Internet Keywords: FINANCIAL PLANNER

The following statistics estimate the number of searches per day across the major English-language search engines as identified by various trade publications. Hyperlinks lead to commercial use of the expression at Amazon.com.
 
ExpressionFrequency
per Day
ExpressionFrequency
per Day

financial planner

520

chartered financial planner

10

certified financial planner

498

choosing a financial planner

10

financial planner association

22

financial planner salary

10

personal financial planner

19

chicago financial planner

9

canada certified financial planner

16

certified financial planner board

8

become a financial planner

15

certified financial planner course

8

american express financial planner

15

certified financial planner salary

8

financial planner career

14

financial planner software

8

canadian financial planner

14

fee based financial planner

7

becoming a financial planner

13

financial planner california

7

institute of certified financial planner

12

tacoma financial planner

7

fee only financial planner

12

first financial planner

7

certified financial planner board of standard

11

find a financial planner

7

christian financial planner

11

akron financial planner

7

san diego financial planner

11

amarillo financial planner

7

anderson financial planner robert virginia

11

hamilton financial planner

6

canadian institute of financial planner

10

burlington financial planner

6

financial planner certification

10

registered financial planner

6

financial planner standard council

10

become a certified financial planner

6

finding a financial planner

10

certified financial planner exam

6
Source: compiled by the editor from various references; see credits.

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Anagrams: FINANCIAL PLANNER

Proper Noun Anagrams

Words within the letters "a-a-a-c-e-f-i-i-l-l-n-n-n-n-p-r"

-4 letters: Panfinancial.

Source: compiled by the editor from various references; see credits.

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Alternative Orthography: FINANCIAL PLANNER


Hexadecimal (or equivalents, 770AD-1900s) (references)

46 49 4E 41 4E 43 49 41 4C      50 4C 41 4E 4E 45 52

Leonardo da Vinci (1452-1519; backwards) (references)

    

Binary Code (1918-1938, probably earlier) (references)

01000110 01001001 01001110 01000001 01001110 01000011 01001001 01000001 01001100 00100000 01010000 01001100 01000001 01001110 01001110 01000101 01010010

HTML Code (1990) (references)

&#70 &#73 &#78 &#65 &#78 &#67 &#73 &#65 &#76 &#32 &#80 &#76 &#65 &#78 &#78 &#69 &#82

ISO 10646 (1991-1993) (references)

0046 0049 004E 0041 004E 0043 0049 0041 004C      0050 004C 0041 004E 004E 0045 0052

Encryption (beginner's substitution cypher): (references)

404348354837433546250463548483952

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INDEX

1. Usage: Commercial
2. Expressions: Internet
3. Anagrams
4. Orthography
5. Bibliography


  

Copyright © Philip M. Parker, INSEAD. Terms of Use.