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Financial Planning Definition

WHAT IS FINANCIAL PLANNING?

Comprehensive Financial Planning is a professional service which involves the development of strategies for clients who need objective assistance in organising their personal or corporate financial affairs to more readily achieve their goals. 

Professional Financial Planners strive to help their clients define, review and attain their financial goals and objectives with less risk and cost than if they tried to do this themselves. 

A typical financial plan will contain some or all of the following reports within which professional recommendations would be made: 

  • Life Goals Planning
  • Cash Flow Planning
  • Investment Planning
  • Personal Risk Planning
  • Personal Protection Planning
  • Tax Planning and Mitigation
  • Retirement Planning
  • Estate Planning 

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CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.

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