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.
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Owned by Certified Financial Planner Danielle Gates, D.
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Treasury zero-coupon bonds, at about 5 percent interest,'' said Gross, a certified financial planner with Strategic Financial in Thousand Oaks.
Assume everything is fair game, no matter who ovals it," says Mari Adam, a certified financial planner with Adam Financial Associates in Boca Raton, Florida.
The term `financial planner' is very poorly regulated,'' said Noel Maye, a spokesman at the Certified Financial Planner Board of Standards in Denver.
CFP Board ambassadors are certified financial planner professionals who will serve as representatives of CFP in their local communities.
To find out more about the different types of professionals who can manage your money, check out the Certified Financial Planner Board of Standards Inc.
The Certified Financial Planner Board of Standards has revoked the CFP designation of Deborah Wertz Henke of Newbury Park, formerly an employee at American Express Financial Advisors.

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