• Education
    • General
      • Dictionary
      • Economics
      • Corporate Finance
      • Stocks
      • Mutual Funds
      • ETFs
    • Investing/Trading
      • Investing Essentials
      • Fundamental Analysis
      • Portfolio Management
      • Trading Essentials
      • Technical Analysis
      • Risk Management
  • Markets
    • News
      • Company News
      • Markets News
      • Trading News
      • Political News
      • Trends
    • Popular Stocks
      • Apple (AAPL)
      • Tesla (TSLA)
      • Amazon (AMZN)
      • AMD (AMD)
      • Facebook (FB)
      • Netflix (NFLX)
  • Simulator
    • Simulator
      • Create an Account
      • Join a Game
    • My Simulator
      • My Game
      • Create a Game
  • Your Money
    • Personal Finance
      • Wealth Management
      • Budgeting/Saving
      • Banking
      • Credit Cards
      • Home Ownership
      • Retirement Planning
      • Taxes
      • Insurance
    • Reviews & Ratings
      • 2019 Broker Awards
      • Fidelity Review
      • Interactive Brokers Review
      • Charles Schwab Review
      • TradeStation Review
      • TD Ameritrade Review
  • Advisors
    • Your Practice
      • Practice Management
      • Continuing Education
      • Financial Advisor Careers
      • Investopedia 100
    • Wealth Management
      • Portfolio Construction
      • Financial Planning
  • Academy
    • Popular Courses
      • Investing for Beginners
      • Become a Day Trader
      • Trading for Beginners
      • Technical Analysis
    • Courses by Topic
      • All Courses
      • Trading Courses
      • Investing Courses
      • Financial Professional Courses
  • Login
  • Newsletters
Financial Advisor
  • Continuing Education
  • Financial Advisor Careers
  • Financial Planning
  • Portfolio Construction
  • Practice Management
Financial Advisor Financial Planning

Financial Planning

Gain information about the basics of financial planning, including how to conduct an annual financial checkup, what a fee-only advisor does, and more. Both clients and advisors will find this useful.

Financial Advisor
  • Continuing Education
  • Financial Advisor Careers
  • Financial Planning
  • Portfolio Construction
  • Practice Management

Cross-Sell Definition

To cross-sell is to sell related or complementary products to an existing customer. Cross-selling is one of the most effective methods of ma...

  • When Should You Hire a Financial Advisor?

  • Financial Literacy

  • Older couple looks at charts on a screen

    Are Annuities Riskier Without the Fiduciary Rule?

  • What Does Your Advisor's Designation Mean?

  • How to Conduct a Financial Checkup

  • Preparing Clients for a Successful Wealth Transfer

  • A Primer on Philanthropic Vehicles

  • Advisor Fee Definition
  • Business Meeting

    What You Need to Know About Fee-Only Financial Advisors

  • I've come into a large amount of money. Should I invest it or pay off my mortgage?
  • financial advisor at desk with calculator

    Turnkey Asset Management Program – TAMP Definition

  • 5 Key Questions to Ask Your Financial Adviser

  • Your Annual Financial Planning Checklist
  • A hundred dollar bill with barbed wire around it

    What to Know About Restricted Stock Units

  • How to Advise Non-U.S. Citizens on Social Security

  • Cash vs. Stocks: How to Decide
  • colleagues looking at documents

    Open Architecture Definition

  • How to Hire a Retirement Advisor

  • Financial Planning for Veterans

  • Tips for Family Wealth Transfers

  • 4 Mistakes Clients Make With Roth IRAs and Their Estate

  • Finding a Financial Advisor or Planner
  • Financial planning

    Personal Financial Advisor

  • Top Retirement Prep Questions to Ask Clients

  • Senior couple looking at financial info

    Human-Life Approach Definition

  • Advisory Management
  • A man showing a couple information on a tablet

    Investment Advice Defined

  • Thomson First Call

  • Recession Rich

  • 4 Ways Wealthy Men and Women Differ as Investors

  • 5 Misconceptions About A Fiduciary
  • Terms
  • News
  • Tutorials
  • About Us
  • Advertise
  • Contact
  • Privacy Policy
  • Terms of Use
  • Careers
  • #
  • A
  • B
  • C
  • D
  • E
  • F
  • G
  • H
  • I
  • J
  • K
  • L
  • M
  • N
  • O
  • P
  • Q
  • R
  • S
  • T
  • U
  • V
  • W
  • X
  • Y
  • Z
Investopedia is part of the Dotdash publishing family.
  • The Balance
  • Lifewire
  • TripSavvy
  • The Spruce
  • and more