The definitions of financial terms are not always intuitive. To assist you in deciphering the content that you see on the web and elsewhere, the Certified Financial Planners at Morris Financial Concepts have put together a glossary page of financial terms, separated by category.
Browse the categories below and contact us for more information.
CFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.