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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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While not a true designation, like a Certified Financial Planner, the Financial Advisers Program does reflect the same principles as the Certified Financial Planner Board of Standards, said the CFP Board chair, David G.
Price holds a Bachelor's of Science degree from Penn State University and is currently working towards the completion of a certified financial planner curriculum with Kaplan University.
A certified financial planner is a much-needed for all those who are looking to secure their financial future.
 
 
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