Financial planning


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Financial planning

Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against that plan.

Financial Planning

The process of determining a person's or firm's financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. All things being equal, short-term financial planning involves less uncertainty than long-term financial planning because, generally speaking, market trends are more easily predictable in the short term. Likewise, short-term financial plans are more easily amendable in case something goes wrong as a result of the short time frame.
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8220;This initiative's goal is to help energize pro bono financial planning efforts with one-on-one pro bono financial planning opportunities for underserved populations,” said James A.
Foundation for Financial Planning Announces Support for Pro Bono Financial Planning
Until you're exposed to financial planning, you just don't know.
Personal finance 101: HBCUs to develop financial planning curriculum for students
the forward-looking scope of the engagement expands to include financial planning.
PFP: what it takes: credentials, time commitment among considerations of offering PFP services
The AICPA Personal Financial Planning (PFP) community Web site provides CPAs with the resources, tools and information they need to offer professional and ethical financial planning services from one central location.
AICPA creates community web site for Personal Financial Planning Services
To further expand its presence in the consumer side of financial planning, the AICPA developed financial planning resources specifically for the public's use which are now available on the AICPA's Web site (www.
AICPA broadens scope of financial planning education, assistance for consumers: pro bono services, web-based resources
Bernstein is Director of the AICPA Personal Financial Planning Team.
Update on investment advisers regulation: the proposed IARD and compliance issues
Surveys conducted by the AICPA and others throughout the 1980s and 1990s suggested there was an increasing number of individuals that needed financial planning guidance in combination with the expertise of a CPA, as financial technicalities became a larger part of successful personal financial planning.
In support of CPA financial planners: the AICPA applauds CPAs' professional and volunteer efforts in their communities
based Ehlert Financial, which also specializes in financial planning for special-needs families.
Fulfilling special needs: insurers are playing a critical role in helping families with children with special needs meet the emotional and financially challenging task of planning for the future
For example, more than 80 top accounting and financial planning firms recently formed a federally chartered trust company, National Advisors Trust.
Are you chasing the right solution? (Financial Services)
Expert speakers cover information technology, financial planning, insurance services, and the psychological aspects of disasters, among other topics.
Focus on AICPA, profession's disaster relief efforts. (Special Feature)
Many CPAs are starting to express an interest in providing financial planning services, including IA services.
A current focus on IA services

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