Monday, September 17, 2018

What is a 'Certified Financial Planner - CFP'?

A certified financial planner refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc.
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TERM OF THE DAY
Certified Financial Planner™ - CFP®
A certified financial planner refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. The CFP designation is awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Individuals desiring to become a CFP professional must take extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement.

Term Of The Day Selected By
Mark Silverman, CFP®
Certified Financial Planner™
Silverman + Associates
Tucson, AZ

https://silverman-associates.com/
Breaking it Down:
Attaining the CFP designation takes experience and a substantial... Read More
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Related Definitions
Chartered Financial Consultant (ChFC)
A Chartered Financial Consultant is a professional designation representing completion of a comprehensive course consisting of financial education. Read More
Series 72
The Series 72 is a FINRA licensing exam for individuals who want to become government securities limited representatives for registered broker/dealers. Read More
Certified Management Accountant (CMA)
Certified Management Accountant (CMA) is an accounting designation that signifies expertise in financial accounting and strategic management. Read More
CFA Institute
The CFA Institute is an international organization that serves investment management professionals with educational, ethical and certification programs. Read More
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