Certified Financial Planner

(redirected from Certified Financial Planners)
Also found in: Wikipedia.

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 ?
Zhang Financial of Grand Rapids, MI has been honored with a recognition by Grand Rapids Business Journal in its selection of "Top Area 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.
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.
Through the following outfits, you can find certified financial planners and licensed investment advisors and their track records:
1 /PRNewswire/ -- The International Board of Standards and Practices for Certified Financial Planners, Inc.
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.
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.
OVER 23,000 INDIVIDUALS hold the certified financial planner (CFP) designation granted by the International Board of Standards and Practices for Certified Financial Planners.

Full browser ?