What does FPV mean in INVESTMENTS

Financial Planning Volume (FPV) measures the amount of financial planning services being provided by a company or organization. It helps to understand how effective their sales and marketing strategies are, as well as how strong their relationships with customers are.

FPV is usually measured in total revenue generated from financial planning transactions. This includes any fees charged in connection with arranging a product or service agreement, such as those for advice or other services related to managing investments and finances.

By measuring FPV, businesses can gain insight into how well their offerings are resonating with their customer base. The figure helps them identify opportunities to improve their products and services, as well as better engage with customers through more targeted marketing initiatives.

Other metrics related to financial planning include assets under management (AUM), assets under advice (AUA), assets under administration (AUA), assets under custody (AUC), and assets under supervision (AUS). These figures help provide context around the quality of advice being given, while also providing insight into the overall service level being offered.

Measuring FPV typically involves some costs associated with gathering data and analyzing it, such as hosting fees for software tools used to track it and salaries for employees dedicated to tracking it. However, these costs are typically outweighed by the benefits gained from understanding customer preferences and improving marketing strategies.