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 ?
IHEs often have short-term funds allocated for current-year spending and long-term funds wrapped up in the permanent endowment, with very little maturing between those two time extremes, says Stuart Speer, a certified financial planner and adjunct professor at Park University (Mo.
Certified Financial Planners 1660 Lincoln Street Suite 3050 Denver, Colorado 80264 (303) 830-7543
Eileen Dorsey, a certified financial planner in St.
Start with professionals who have these designations: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) or a Personal Financial Specialist (PFS).
A good allocation that balances risk and reward is 65 percent stocks (divided among large, mid- and small-cap stocks and real estate investment trusts), 30 percent fixed income securities such as short-term (three to five years) to intermediate-term government bonds, and 5 percent cash, said John Thomas Blankinship, a certified financial planner in Del Mar, Calif.
Barlow, a certified financial planner in Santa Anna, California.
Freddye Smith, a certified financial planner at the financial services firm of Waddell & geed in Chicago, suggested the couple employ "the $50 rule" when using credit cards: if a purchase costs more than $50 walk away and consider if it is really needed.
Klosterman, the president-elect of the Institute of Certified Financial Planners, said the rate of return on bonds makes them a poor choice compared with other, equally safe products like money market accounts.
16, 2014 /PRNewswire-USNewswire/ -- Certified Financial Planner Board of Standards, Inc.
A diversified portfolio holds many different types of stocks - large-cap to small-cap, domestic and international - and includes bonds, said Percy Bolton, a certified financial planner in Los Angeles who has been named among the top 200 U.
One of the biggest mistakes married women make is failing to prepare for the "gotchas," says Marilyn Bergen, a certified financial planner with CMC Advisers in Portland, Oregon.
This development reflects the core mission of Certified Financial Planner Board of Standards, Inc.

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