Certified Financial Planner

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Certified Financial Planner (CFP)

A person who has passed examinations accredited by the Certified Financial Planner Board of Standards, showing that the person is able to manage a client's banking, estate, insurance, investment, and tax affairs.

Certified Financial Planner

A professional certificate offered through the Certified Financial Planner Board of Standards. The certification qualifies one to consult on financial matters. In order to qualify for a CFP, one must complete a series of tests measuring knowledge of retirement issues, estate planning, tax, and financial planning. One must also remain current on continuing education requirements. CFPs often advice clients on how best to manage their money. See also: ChFC.

certified financial planner (CFP)

A professional financial planner who has completed a series of correspondence courses and has passed examinations in subject areas such as insurance, securities, and taxes. The designation is awarded by the Institute of Certified Financial Planners. Compare chartered financial consultant.
References in periodicals archive ?
The CFPS requires that community facilities are delivered in line with the development of a neighbourhood - so schools and clinics, for example, will open up as a community is being developed rather than waiting until it is fully occupied.
The UPC also collaborated with 12 government agencies, including the Department of Municipal Affairs, Abu Dhabi Education Council, Health Authority - Abu Dhabi and Abu Dhabi Tourism and Culture Authority, to produce the CFPS.
The recently-formed CFPS Engenharia e Projetos combines the common cultures of Fluor and Construcap into a formidable entity to provide world-class sustainable project services to Brazil clients," said Roberto Capobianco, president of Construcap.
Treasurer - Tom Blansett, CFPS, CFPAI - Eaton Corporation
Vice President Education - Jimmy Simpson, CFPMM, CFPS, CFPAI - Nusim & Associates
Our vision for CFPS is to offer clients in Brazil world-class, safe and sustainable services from feasibility studies all the way to complete EPCM services.
Construcap and Fluor will combine to provide structured technology process transfer and human resources to CFPS to bring improved project performance and predictability to Brazilian clients.
Bob Caputo, CFPS, CET, executive vice president, compliance solutions, will co-present two additional presentations on topics that include "T36 Inside the Pipe: NFPA 25, Standard for the Inspection, Testing and Maintenance of Water-Based Fire Protection Systems, Chapter 14 Explained" and "W21 NFPA 25, Standard for the inspection, Testing and Maintenance of Water- Based Fire Protection Systems, Dealing with Deficiencies.
The engineering work will be performed by CFPS in its SEuo Paulo, Brazil, office.
Thomas Parrish, SET, CFPS, PSP, vice president of integrated systems, will conduct three presentations on topics, including "Two Way Radio Enhancement Systems: The Basics You Need to Know;" "What Codes Apply to Fire Alarm Systems?