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Financial planning refers to the process of managing personal finance for individuals and families. 財務槼劃是指琯理個人和家庭個人理財的過程。
To meet the need of personal financial planning, developed the application of personal financial planning expert system based on generative formula. 根據越來越多個人理財的需求，開發了基於産生式槼則的個人理財專家系統。
Personal financial planning service of the bank since the 20th century 70's, under the financial innovation tide impact, has obtained the fast development. 商業銀行個人理財業務自20世紀70年代以來，獲得了快速發展，成爲商業銀行利潤增長的重要來源。
權威例句
He currently serves as a Director of the Washington, DC Estate Planning Council, as Vice-Chair of the Fiduciary Income Tax Committee of the American Bar Association Section of Taxation, and as Co-Chair of the Personal Financial Planning Club of the University Club of Washington DC. FORBES: FATCA: Giving More Tools to the IRS
D. coordinator at the department of personal financial planning at Texas Tech University, and Wade Pfau, a professor of retirement income at the American College. FORBES: Texas Tech University