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

| Domain | Definition |
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. | |
| Domain | Title |
Books | |
Source: compiled by the editor from various references; see credits. | |
| 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. |
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. | |
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)
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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)F I N A N C I A L   P L A N N E R |
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 |
| 1. Usage: Commercial 2. Expressions: Internet 3. Anagrams 4. Orthography | 5. Bibliography |
Copyright © Philip M. Parker, INSEAD. Terms of Use.