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Advocis
Association of Financial Planners
Canadian Association of Financial Planners
Entity subject to financial market supervision
FPA
Financial adviser
Financial advisor
Financial planner
Financial planning adviser
Financial planning advisor
Life Underwriters Association of Canada
PFS
Person subject to financial market supervision
Personal financial adviser
Personal financial advisor
Personal financial planner
Personal financial specialist
Private banker
Private banking relationships managers
Relationship banking manager
Supervised entity
Supervised person
The Adult Learning Financial Planner
The Adult Learning Planner
The College and University Financial Planner
The College and University Planner
Wealth adviser

Vertaling van "Personal financial planner " (Engels → Frans) :

TERMINOLOGIE
personal financial planner

planification financière personnelle assistée


personal financial adviser | wealth adviser | financial planner | personal financial planner

conseiller en gestion de patrimoine/conseillère en gestion de patrimoine | planificateur financier | conseillère en investissements financiers | planificateur financier/planificatrice financière


financial planner | financial planning adviser | FPA | financial planning advisor | financial adviser | financial advisor | personal financial specialist | PFS

planificateur financier | planificatrice financière


Advocis [ Canadian Association of Financial Planners | Canadian Association of Insurance and Financial Planners | Life Underwriters Association of Canada ]

Advocis [ L'Association canadienne de planificateurs financiers | Association canadienne des conseillers en assurance et en finance | L'Association des assureurs-vie du Canada ]


The Adult Learning Financial Planner [ The Adult Learning Planner ]

Le Planificateur du financement de l'apprentissage des adultes [ Le Planificateur de l'apprentissage des adultes ]


The College and University Financial Planner [ The College and University Planner ]

Le Planificateur du financement des études collégiales et universitaires [ Le Planificateur des études collégiales et universitaires ]


Association of Financial Planners

Association des Conseillers Financiers




personal financial advisor | private banker | private banking relationships managers | relationship banking manager

conseiller de clientèle bancaire | gestionnaire de clientèle | chargé de clientèle banque/chargée de clientèle banque | conseiller de clientèle bancaire/conseillère de clientèle bancaire


supervised entity | supervised person | person subject to financial market supervision | entity subject to financial market supervision

assujetti à la surveillance des marché financiers | assujetti
IN-CONTEXT TRANSLATIONS
I personally, with the sponsorship of the Canadian Securities Institute, spoke across the country, taking their seminar program, so I was more or less certified to teach their content to financial planners and financial advisers across the country, and I ended up doing 13 different cities which received nine or 10 hours of continuing education.

Personnellement, grâce au parrainage de l'Institut canadien des valeurs mobilières, je me suis adressé à des auditoires partout au pays, en prenant son programme de séminaire, et j'étais plus ou moins accrédité pour enseigner ce contenu aux planificateurs et conseillers financiers partout au pays; je me suis rendu dans 13 villes différentes, chacune recevant neuf ou dix heures de formation continue.


It is true that the financial planner can get a licence in personal insurance and sell pooled investments funds as well as segregated funds.

Il est vrai que le planificateur financier peut aller chercher un permis en assurance de personnes et vendre des fonds communs et des fonds distincts.


Any member of the corporation to whom it awards the title " financial planner" would have to be a person who has fully satisfied all of the requirements under the Quebec law in order to be qualified to use that title.

Pour pouvoir porter le titre de planificateur financier au Québec, les membres de la personne morale devraient satisfaire entièrement aux exigences de la loi québécoise.


Founded in 1981, the Canadian Association of Financial Planners was the national association representing individual practitioners in the personal financial planning profession.

Fondée en 1981, l'Association canadienne des planificateurs financiers était l'association nationale représentant les praticiens du domaine de la planification financière personnelle.


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In Quebec, the Regulation respecting titles similar to the title of financial planner, under An Act respecting distribution of financial products and services(c. D-9.2, r.4) prohibits the use of certain titles other than by persons who qualify in the prescribed manner.

Au Québec, le règlement concernant des titres similaires à celui de «planificateur financier» interdit l'utilisation de certains titres par des personnes qui n'y sont pas admissibles de la manière prescrite, en vertu d'une loi concernant la distribution de produits et de services financiers (c. D-9.2, r.4).


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