Glossary

Glossary

Term Book Chapter Definition
Estate Planner Certified Financial Planner (CFP) Exam Chapter 17: Career Opportunities for CFPs A role often held by CFPs, assisting clients in planning their estate, including determining asset distribution after death and providing advice on estate taxes.
Estate Planner Jobs in Finance Chapter 10: Financial Planning and Advisory A professional who assists clients in planning the distribution and management of their estate during life and after death. They work closely with the client's legal and tax advisors to ensure that the estate plan is legally sound and tax-efficient.