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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: * Risk management and insurance planning: managing cash flow risks through sound risk management and insurance techniques * Investment and planning issues: planning, creating and managing capital accumulatio ...
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Personal Finance
Personal finance is the financial management which an individual or a family unit performs to budget, save, and spend monetary resources over time, taking into account various financial risks and future life events. When planning personal finances, the individual would consider the suitability to his or her needs of a range of banking products ( checking, savings accounts, credit cards and consumer loans) or investment in private equity, ( companies' shares, bonds, mutual funds) and insurance ( life insurance, health insurance, disability insurance) products or participation and monitoring of and- or employer-sponsored retirement plans, social security benefits, and income tax management. History Before a specialty in personal finance was developed, various disciplines which are closely related to it, such as family economics, and consumer economics were taught in various colleges as part of home economics for over 100 years. The earliest known research in personal f ...
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Canada
Canada is a country in North America. Its ten provinces and three territories extend from the Atlantic Ocean to the Pacific Ocean and northward into the Arctic Ocean, covering over , making it the world's second-largest country by total area. Its southern and western border with the United States, stretching , is the world's longest binational land border. Canada's capital is Ottawa, and its three largest metropolitan areas are Toronto, Montreal, and Vancouver. Indigenous peoples have continuously inhabited what is now Canada for thousands of years. Beginning in the 16th century, British and French expeditions explored and later settled along the Atlantic coast. As a consequence of various armed conflicts, France ceded nearly all of its colonies in North America in 1763. In 1867, with the union of three British North American colonies through Confederation, Canada was formed as a federal dominion of four provinces. This began an accretion of provinces an ...
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Order Of General Accountants Licenciés Du Québec
Order, ORDER or Orders may refer to: * Categorization, the process in which ideas and objects are recognized, differentiated, and understood * Heterarchy, a system of organization wherein the elements have the potential to be ranked a number of different ways * Hierarchy, an arrangement of items that are represented as being "above", "below", or "at the same level as" one another * an action or inaction that must be obeyed, mandated by someone in authority People * Orders (surname) Arts, entertainment, and media * ''Order'' (album), a 2009 album by Maroon * "Order", a 2016 song from ''Brand New Maid'' by Band-Maid * ''Orders'' (1974 film), a 1974 film by Michel Brault * ''Orders'', a 2010 film by Brian Christopher * ''Orders'', a 2017 film by Eric Marsh and Andrew Stasiulis * ''Jed & Order'', a 2022 film by Jedman Business * Blanket order, purchase order to allow multiple delivery dates over a period of time * Money order or postal order, a financial instrument usually int ...
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Autorité Des Marchés Financiers (Québec)
Autorité des marchés financiers may refer to: *Autorité des marchés financiers (France) Autorité des marchés financiers may refer to: * Autorité des marchés financiers (France) *Autorité des marchés financiers (Québec) Autorité des marchés financiers may refer to: *Autorité des marchés financiers (France) Autorité des march ... * Autorité des marchés financiers (Québec) {{Disambig ...
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Ordre Professionnel Des Comptables Professionnels Agréés Du Québec
A suite, in Western classical music and jazz, 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 to comprise up to five dances, sometimes with a prelude, by the early 17th century. 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 ...
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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 ...
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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 ...
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Institut Québécois De Planification Financière
The Institut québécois de planification financière (IQPF) is a not-for-profit organization that awards the Financial Planner (F.Pl.) diploma in Quebec (Canada) and administers the Autorité des marchés financiers (AMF)'s regulation relating to the professional continuous training of its graduates. In addition, the IQPF 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 se ...
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Quebec
Quebec ( ; )According to the Canadian government, ''Québec'' (with the acute accent) is the official name in Canadian French and ''Quebec'' (without the accent) is the province's official name in Canadian English is one of the thirteen provinces and territories of Canada. It is the largest province by area and the second-largest by population. Much of the population lives in urban areas along the St. Lawrence River, between the most populous city, Montreal, and the provincial capital, Quebec City. Quebec is the home of the Québécois nation. Located in Central Canada, the province shares land borders with Ontario to the west, Newfoundland and Labrador to the northeast, New Brunswick to the southeast, and a coastal border with Nunavut; in the south it borders Maine, New Hampshire, Vermont, and New York in the United States. Between 1534 and 1763, Quebec was called ''Canada'' and was the most developed colony in New France. Following the Seven Years' War, ...
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Ethics
Ethics or moral philosophy is a branch of philosophy that "involves systematizing, defending, and recommending concepts of right and wrong behavior".''Internet Encyclopedia of Philosophy'' The field of ethics, along with aesthetics, concerns matters of value; these fields comprise the branch of philosophy called axiology. Ethics seeks to resolve questions of human morality by defining concepts such as good and evil, right and wrong, virtue and vice, justice and crime. As a field of intellectual inquiry, moral philosophy is related to the fields of moral psychology, descriptive ethics, and value theory. Three major areas of study within ethics recognized today are: # Meta-ethics, concerning the theoretical meaning and reference of moral propositions, and how their truth values (if any) can be determined; # Normative ethics, concerning the practical means of determining a moral course of action; # Applied ethics, concerning what a person is obligated (or per ...
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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 ...
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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
'' Institutional Investor
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