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 ?
M2 EQUITYBITES-January 11, 2018-AFH Financial Group Closes Acquisition of Monopoly Financial Consultants
has facilitated the merger between Summit Financial Consultants and Sorensen Wealth Management, two independent hybrid registered investment adviser (RIA) firms based in Westlake Village, California, the company said.
According to the administrative complaint, Citizens Securities financial consultants operate out of Citizens Bank locations in the state.
com)-- Steven Tyler Carter, Chief Investment Officer of Voth Nixon Group, offers suggestions regarding what financial consultants should focus on in order to increase their success rate and capital flow within a landscape of unceasing regulatory and technological developments.
Banks still struggle with overcoming the transactional mindset so prevalent in a bank environment and having their financial consultants and platform bankers embrace life insurance as a product offering.
Financial consultants will arrive in Kyrgyzstan next week, who will present the interim results on Kumtor project solutions, First Vice Prime Minister Joomart Otorbaev said during visit to Kumtor mine on June 14.
In their new positions, Cantele and Giorgi are responsible for providing training and sales support to HVFCU Financial Services financial consultants at 21 branch locations throughout Dutchess, Orange, Ulster and Putnam counties.
Gebers was named to the firm's Chairman's Council which recognizes top financial consultants for their client-first focus.
At a special board meeting of the district Monday night, staffers and board members met with developers, financial consultants and the community to discuss ways to manage an anticipated shortfall of $124 million by the 2009-10 fiscal year.
Financial consultants, whose principal function is to sell mutual funds and annuities and handle securities transactions;
Learn BE'S 10 Principles of Wealth Building and get one-on-one advice from BE editors and AXA financial consultants.
One area of focus--where the financial consultants already do a great deal of work--is in planned giving and bequests.

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