Financial Planning

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Terms in Financial Planning

Advisory Management

Advisory management refers to the provision of professional, personalized investment guidance. read more


Cross-selling is to sell related or complementary products to an existing customer. Cross-selling is one of the most effective methods of marketing. read more

Financial Literacy

Financial literacy is the ability to understand and use various financial skills, including personal financial management, budgeting, and investing. read more

Financial Plan

A financial plan is a document containing a person's current money situation and long-term monetary goals, as well as strategies to achieve those goals. read more

Thomson First Call

Thomson ONE Analytics, formerly Thomson First Call, is an investment research and data service that is widely used in the financial industry. read more

Human-Life Approach

The human-life approach calculates the amount of life insurance a family needs based on the loss they'd experience if the insured passed away. read more

Investment Advice

Investment advice is any advice that provides guidance, for a fee, on assets for investment purposes for an individual or institution. read more

Open Architecture

Open architecture refers to a financial institution's capacity to offer clients both proprietary and third party offerings. read more

Recession Rich

Recession rich refers to a person who manages to do well financially, relative to the broader population, amid a contracting economy. read more

Turnkey Asset Management Program (TAMP)

Turnkey asset management programs (TAMPS) are used by financial advisers and broker-dealers to oversee their clients’ accounts. read more