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Financial Planner
A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: * integrate into the range of professional services (eg: lawyer, accountant); or * integrate into the offer of a range of financial products and services (eg: financial advisor, insurance agent); or * not be integrated into other products or services, providing stand alone financial planning. Scope Financial planning should cover all areas of the client's financial needs and should result in the achievement of each of the client's goals as required. The scope of planning would usually include the following: * Financial risk management, Risk management and insurance planning: managing cash flow risks through sound risk management and insurance techniques * Investment and planning issues: planning, creating and man ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Personal Finance
Personal finance is the financial management that an individual or a family unit performs to budget, save, and spend monetary resources in a controlled manner, taking into account various financial risks and future life events. When planning personal finances, the individual would take into account the suitability of various banking products ( checking accounts, savings accounts, credit cards, and loans), insurance products ( health insurance, disability insurance, life insurance, etc.), and investment products ( bonds, stocks, real estate, etc.), as well as participation in monitoring and management of credit scores, income taxes, retirement funds and pensions. History Before a specialty in personal finance was developed, various closely related disciplines, such as family economics and consumer economics, were taught in various colleges as part of home economics for over 100 years. In 1920, Hazel Kyrk's dissertation at the University of Chicago was inst ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Government Of Saskatchewan
The Government of Saskatchewan () is the provincial government of the province of Saskatchewan. Its powers and structure are set out in the Constitution Act, 1867. In modern Canadian use, the term "government" refers broadly to the cabinet of the day (formally the Executive Council), elected from the Legislative Assembly and the non-political staff within each provincial department or agency – that is, the civil service. The province of Saskatchewan has a unicameral legislature, the Saskatchewan Legislature, composed of the Lieutenant Governor and the Legislative Assembly, which operates in the Westminster system of government. The political party that wins the largest number of seats in the legislature normally forms the government, and the party's leader becomes premier of the province, i.e., the head of the government. Role of the Crown The functions of the Sovereign, Charles III, King of Canada, known in Saskatchewan as the King in Right of Saskatchewan, are exerc ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Autorité Des Marchés Financiers (Québec)
Autorité des marchés financiers may refer to: * Autorité des marchés financiers (France) * Autorité des marchés financiers (Quebec) The Autorité des marchés financiers (AMF; ) is a self-funding government agency responsible for financial regulation in the Canadian province of Quebec. It regulates the province's financial markets and provides assistance to consumers of financi ... * Financial Markets Authority of the West African Monetary Union, in French Autorité des Marchés Financiers de l'Union Monétaire Ouest Africaine (AMF-UMOA) {{Disambig ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Ordre Professionnel Des Comptables Professionnels Agréés Du Québec
A suite, in Western classical music, is an ordered set of instrumental or orchestral/concert band pieces. It originated in the late 14th century as a pairing of dance tunes; and grew in scope so that by the early 17th century it comprised up to five dances, sometimes with a prelude. The separate movements were often thematically and tonally linked. The term can also be used to refer to similar forms in other musical traditions, such as the Turkish fasıl and the Arab nuubaat. In the Baroque era, the suite was an important musical form, also known as ''Suite de danses'', ''Ordre'' (the term favored by François Couperin), ''Partita'', or ''Ouverture'' (after the theatrical "overture" which often included a series of dances) as with the orchestral suites of Christoph Graupner, Telemann and J.S. Bach. During the 18th century, the suite fell out of favour as a cyclical form, giving way to the symphony, sonata and concerto. It was revived in the later 19th century, but in a differ ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Ordre Des Administrateurs Agréés Du Québec
The Ordre des administrateurs agréés du Québec (''English: Chartered Administrators Order of Quebec'') (Adm.A.) is a professional Order mandated by the Government of Quebec (Canada) to regulate the practice of the "Administrateurs agréés" (English: Chartered Administrators). Under article 37i of the Quebec Professional Code, Adm.A. may exercise the following professional activities: participate in the establishment, management and management of public bodies or enterprises, determine or remake their structures as well as coordinate and control their production or distribution methods and their economic or financial policies and provide advisory services in these matters. The head office of the "Ordre des administrateurs agréés du Québec" is located in Montreal. Titles Adm.A., CMC and Pl.Fin. The Professional Code of Quebec provides that the "Administrateurs agréés" (Chartered Administrators) shall practice a profession in a reserved capacity in Quebec. Only the "Adminis ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Chambre De La Sécurité Financière (Québec)
The Chambre de la sécurité financière (English: Chamber of Financial Security) is the self-regulatory organization for representatives subject to Autorité des marchés financiers (Québec) distributing financial products and services, and Financial Planners of Quebec (Canada). The reason of being of CSF is to ensure the integrity and professionalism of its members by maintaining discipline and by ensuring the training and supervision of its members. The CSF supervises about 32,000 members who have ethical obligations. Those subjects to the CSF must take care of the interests of their clients and establish a relationship of trust with them in their consulting services. In their approach, they must know their client well and make the right diagnosis on their financial health. They must identify the specific needs of their clients, address their concerns and issues; in addition, they help them make good decisions in the choice of financial products and services and in their implem ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Institut Québécois De Planification Financière
The Institute of Financial Planning (formerly Institut québécois de planification financière, or IQPF) is the only organization in Quebec (Canada) authorized to grant the financial planning diploma which leads to the Financial Planner (F.Pl.) title. In addition, the institute develops and delivers professional development activities for financial planners. Financial planners must accumulate professional development units in three categories: * Integrated personal financial planning (IPFP) * Training activities in one or more of the financial planning areas (SFPA) * Training activities in subjects pertaining to compliance with standards, ethics and business conduct (SC), and training activities in subjects pertaining to compliance with standards, ethics and business conduct related directly to financial planning (SC-FP) Regulation of financial planners In Quebec, under the article 57 of the "Loi sur la distribution des produits et services financiers" (Act respecting the distr ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Quebec
Quebec is Canada's List of Canadian provinces and territories by area, largest province by area. Located in Central Canada, the province shares borders with the provinces of Ontario to the west, Newfoundland and Labrador to the northeast, New Brunswick to the southeast and a coastal border with the territory of Nunavut. In the south, it shares a border with the United States. Between 1534 and 1763, what is now Quebec was the List of French possessions and colonies, French colony of ''Canada (New France), Canada'' and was the most developed colony in New France. Following the Seven Years' War, ''Canada'' became a Territorial evolution of the British Empire#List of territories that were once a part of the British Empire, British colony, first as the Province of Quebec (1763–1791), Province of Quebec (1763–1791), then Lower Canada (1791–1841), and lastly part of the Province of Canada (1841–1867) as a result of the Lower Canada Rebellion. It was Canadian Confederation, ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Ethics
Ethics is the philosophy, philosophical study of Morality, moral phenomena. Also called moral philosophy, it investigates Normativity, normative questions about what people ought to do or which behavior is morally right. Its main branches include normative ethics, applied ethics, and metaethics. Normative ethics aims to find general principles that govern how people should act. Applied ethics examines concrete ethical problems in real-life situations, such as abortion, treatment of animals, and Business ethics, business practices. Metaethics explores the underlying assumptions and concepts of ethics. It asks whether there are objective moral facts, how moral knowledge is possible, and how moral judgments motivate people. Influential normative theories are consequentialism, deontology, and virtue ethics. According to consequentialists, an act is right if it leads to the best consequences. Deontologists focus on acts themselves, saying that they must adhere to Duty, duties, like t ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Publicly
In public relations and communication science, publics are groups of individual people, and the public (a.k.a. the general public) is the totality of such groupings. This is a different concept to the sociological concept of the ''Öffentlichkeit'' or public sphere. The concept of a public has also been defined in political science, psychology, marketing, and advertising. In public relations and communication science, it is one of the more ambiguous concepts in the field. Although it has definitions in the theory of the field that have been formulated from the early 20th century onwards, and suffered more recent years from being blurred, as a result of conflation of the idea of a public with the notions of audience, market segment, community, constituency, and stakeholder. Etymology and definitions The name "public" originates with the Latin '' publicus'' (also '' poplicus''), from ''populus'', to the English word ' populace', and in general denotes some mass population ("the ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Institute Of Advanced Financial Planners
Following is a partial list of professional certifications in financial services, with an overview of the educational and continuing requirements for each; see and :Professional certification in finance for all articles. As the field of finance has increased in complexity in recent years, the number of available designations has grown, and, correspondingly, some will have more recognition than others.Ernest N. Biktimirov (2012)Global Alphabet Soup: Internationally Recognized Professional Designations in Finance ''Journal of Financial Education'' 38 (3/4), Fall/Winter 2012, 18-32The Rise of the Chief Risk Officer '' |
