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Certified Financial Planner |
Also found in: Acronyms, Wikipedia | 0.03 sec. |
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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. |
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The most common is the certified financial planner (CFP) designation. Eric Smith, a certified financial planner specializing in "green" money management, began dabbling in socially responsible investing (SRI) with his own Bar Mitzvah money more than two decades ago--and never looked back. Certified financial planner Scott Dauenhauer's site educates educators about retirement planning under IRC section 403(b) with articles such as "Your Best Interest or Your District's? |
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Certified Financial Planner