Accredited Personal Financial Planning Specialist
A Certified Public Accountant who has passed a rigorous financial Planning examination.
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