It was October 1987, and investors would soon have much bigger concerns than an SEC staff memo's new definition of "financial planning." In vague guidance to the nascent industry and the investing ...

Bowing to the political clout of the insurance and securities industries, the Financial Planning Coalition has given up its effort to get Congress to establish a definition of financial planning that ...

Financial planning is more than just math. The CFP (Certified Financial Planner) Board has Code and Standards for CFP Professionals, which includes this definition of financial planning, “a ...

Financial management involves planning, organizing and controlling an organization’s financial activities. Effective financial management helps businesses achieve their goals, optimize profits and ...

Financial planning for allied health professionals refers to the process of assessing their current financial situation, setting goals, and developing strategies to achieve those goals. This includes ...

Bowing to the political clout of the insurance and securities industries, the Financial Planning Coalition has given up its effort to get Congress to establish a definition of financial planning that ...