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Definition of âfinancial instrumentâ - English Dictionary. See all translations. uk â us â FINANCE, MONEY. âº a financial asset that can be bought or sold, such as a bond, share, or other security (= an investment that can be traded): There is a simple relationship between the price of a financial instrument and its yield.
DEFINITION of 'Financial Plan'. A comprehensive evaluation of an investor's current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans.REAKING DOWN 'Financial Plan'. While there is no specific template for a financial plan, most licensed professionals will include knowledge and considerations of the client's future life goals, future wealth transfer plans and future expense levels.