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The article is devoted to evaluating activities of financial services companies. The application of the system approach is a methodological basis of such assessment, examining the four aspects of evaluation: organizational, managerial, financial and technological, and the expert, scoring and weighting criteria. Keywords—financial planning; financial service; methodological base of an estimation; organizational; managerial; financial and technological aspects of the evaluation; methods of evaluation of activities of financial service companies

Complex Estimation of the Efficiency of the Financial Planning System. How to Plan the Financial Success of a Company