Glossary

Glossary

Term Book Chapter Definition
Personalization Certified Financial Planner (CFP) Exam Chapter 1: Overview of Financial Planning The customization of each financial plan to suit the individual's personal circumstances, financial resources, and life goals.
Personalization Marketing Chapter 20: Future of Marketing In the context of marketing, Personalization refers to the use of data analytics by businesses to tailor their marketing efforts to individual consumers. It involves understanding their preferences, habits, and needs, and delivering a customized marketing