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Accredited Personal Financial Planning Specialist

A Certified Public 

Accountant

 who has passed a rigorous financial 

Planning

 examination.



Related Terms: 6

Account

,

Accountant

,

Certified Public Accountant

,

FIN

,

Public

,

Planning


Other Related Pages:

Category: Accounting


Starting With: A


Semi Related Terms: 253  CLICK HERE TO VIEW

401(k) plan

,

403(b) plan

,

457 plan

,

Account

,

Accountant

,

Account statement

,

Accredited Personal Financial Planning Specialist

,

Account aggregation

,

Account balance

,

Active account

,

Alternate account

,

Asset management account

,

At par

,

Account executive

,

All or any part

,

At best

,

At call

,

Automatic reinvestment plan

,

At risk

,

Add-on service

,

As is

,

Attorney in fact

,

A shares

,

Automatic investment plan

,

At the money

,

Age-weighted plan

,

Additional paid-in capital

,

At the bell

,

At the close

,

At the figure

,

At the full

,

At the market

,

At the opening order

,

Bill pass

,

Bureau of Public Debt

,

Buying on margin

,

Buy on close

,

Buy on opening

,

B shares

,

Certified Public Accountant

,

Combined financial statement

,

Consolidated financial statement

,

Contra account

,

Central assets account

,

Certified check

,

Checking account

,

Custodial account

,

Committee on Uniform Securities Identification Procedures

,

Coupon pass

,

Cash account

,

Capital account

,

Current account

,

C shares

,

Cloud on title

,

Cafeteria plan

,

Cash-balance plan

,

Cash or Deferred Arrangement

,

Collectively bargained plan

,

Class A Shares

,

Class B Shares

,

Constant dollar plan

,

Close a position

,

Curbs in

,

Deposit in transit

,

Drawing account

,

Discretionary account

,

Dividend in arrears

,

Dividend Reinvestment Plan

,

Dividend rollover plan

,

Direct Public Offering

,

Doing business as

,

Debtor in possession

,

Debtor-in-possession financing

,

Due-on-sale clause

,

Deep in the money

,

Deferred account

,

Defined benefit plan

,

Defined contribution plan

,

Ex-legal

,

Either-or order

,

E-mini

,

Ex-pit transaction

,

Employee Stock Purchase Plan

,

Ex-all

,

Ex-warrants

,

Ex-rights

,

Ex-rights date

,

Financial Accounting Standards Board

,

Financial asset

,

Financial capital

,

Financial statement

,

First In First Out

,

Financial institution

,

Frozen account

,

Financial instrument

,

Fill or kill

,

Financial analyst

,

Front-ending an order

,

Forward P/E

,

Fed pass

,

Financial futures

,

Form S-1

,

Financial risk

,

Financial advisor

,

Flexible benefit plan

,

Flexible spending account

,

Frozen plan

,

FIN

,

Ginnie Mae pass-through

,

General account

,

General Securities Representative Examination

,

G-7

,

General Agreement on Tariffs and Trade

,

G-8

,

Going public

,

Gather in the stops

,

House account

,

Holder in due course

,

Held at the opening

,

Inactive account

,

Insured account

,

In escrow

,

In-house

,

In line

,

Initial Public Offering

,

In intestacy

,

In play

,

In-process research and development

,

I/O strip

,

In-service withdrawal

,

In and out

,

In sympathy

,

In the tank

,

Joint account

,

Keogh Plan

,

Last In First Out

,

Lending at a rate

,

Limit-on-close order

,

London International Financial Futures and Options Exchange

,

Lock-in

,

Locked in

,

Long-term gain or loss

,

Level I quotes

,

Mortgage pass-through security

,

Make a market

,

Managed account

,

Margin account

,

Market if touched order

,

Market on close order

,

Modified pass-through

,

Money at call

,

Mixed account

,

Non-financial asset

,

Nostro account

,

Notary Public

,

Non-contributory plan

,

Non-insured plan

,

Non-qualified retirement plan

,

On-floor order

,

On margin

,

Option account

,

Or better

,

Omnibus account

,

On account

,

On-the-spot loan

,

On-balance volume

,

On close

,

On open

,

On the opening

,

Pass-through

,

Pass-through coupon rate

,

Payment-in-kind security

,

Price Value of a Basis Point

,

Private sector pass-through

,

Public bond

,

Public offering

,

Public purpose bond

,

Public limited partnership

,

Public Securities Association

,

P&L

,

Public goods

,

Public sector

,

Periodic payment plan

,

Public company

,

Public offering price

,

Pension plan

,

Plan asset

,

Plan sponsor

,

Prototype plan

,

Paid-in capital

,

Paid-in surplus

,

Private Investment in Public Equity

,

Public

,

Public equity

,

Public ownership

,

Planning

,

Public book

,

Qualified retirement plan

,

Return on Capital

,

Return on Invested Capital

,

Return on Total Assets

,

Regulation D

,

Regulation G

,

Regulation T

,

Regulation U

,

Restricted account

,

Registered Retirement Savings Plan

,

Regulation A

,

Return on Capital Employed

,

SG&A

,

Savings account

,

S&L

,

Sweep account

,

Separate account

,

Stock bonus plan

,

Stock option plan

,

Systematic investment plan

,

Savings Incentive Match Plan for Employees

,

Self-directed retirement account

,

SEP Plan

,

Single-employer plan

,

Summary plan description

,

S Corporation

,

Short-term gain or loss

,

Subchapter M

,

Subchapter S Corporation

,

Schedule C

,

Seek a market

,

S&P phenomenon

,

T-Bill

,

Take a position

,

Trailing P/E

,

Truth in Lending

,

Tenancy at will

,

Top hat plan

,

Tax planning

,

Take a bath

,

U.S. Government Agency Security

,

U.S. Savings Bond

,

U.S. Treasury

,

U.S. Treasury Bill

,

U.S. Treasury Bond

,

U.S. Treasury Note

,

U.S. Treasury Securities

,

Undermargined account

,

Underfunded pension plan

,

Voluntary accumulation plan

,

Variable ratio plan

,

Wrap account

,

W-2 Form

,

W formation

,

When, as, and if issued

,

X or XD


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