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 ?
Description: This designation is awarded to attorneys, chartered life underwriters, certified public accountants, certified trust and financial advisers, chartered financial consultants and certified financial planners.
Rose, LA), a provider of educational materials and training resources for candidates preparing for the Certified Financial Planners (CFP) certification exam.
For example, contact the Institute of Certified Financial Planners (800-282-PLAN or www.
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.
In 1985, the International Board of Standards and Practices for Certified Financial Planners (IBCFP) assumed responsibility for overseeing the CFP examination process and awarding CFP licenses.
Certified Financial Planners (CFPs) are individuals with a higher level of education and have adhered to the Certified Financial Planning Board standards.
Among PFP practitioners, there are two dominant professional certifications: the certified financial planner (CFP) designation granted by the International Board of Standards and Practices for Certified Financial Planners, Inc.
Anyone who has financial goals and objectives" but doesn't feel completely comfortable coming up with their own strategies "should hire an advisor," says Elissa Buie, president of the Denver-based Institute of Certified Financial Planners.
You're hiring someone for the long haul," says Percy Bolion, a certified financial planner in Los Angeles and the former vice president of the Institute of Certified Financial Planners board.
is designed to provide certified financial planners with the hands-on experience necessary to provide sound financial planning advice to their clients.
Anybody can hang out a shingle that says `financial planner,' so we recommend a certified financial plawer,' says Brigid O'Connor, spokesperson for the Institute of Certified Financial Planners.
He has been a Certified Financial Planner (CFP) since 1985 and is a member of the International Board of Standards and Practices for Certified Financial Planners (IBCFP).

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