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 ?
8, 2015 /PRNewswire/ -- Companies are tapping financial consultants for a wide range of projects, with a growing emphasis on business systems, new research reveals.
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.
This action was taken by the International Association of Registered Financial Consultants, a non-profit educational and professional organization established in 1984.
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.
One area of focus--where the financial consultants already do a great deal of work--is in planned giving and bequests.
In his role, he oversees approximately 14,200 financial consultants and more than 700 branch offices.
With sophisticated applications and the IBM ES/9000 mainframe, financial consultants at remote offices of a brokerage firm can instantly access customer account information stored on the mainframe at the company's corporate headquarters.
The ChFC designation has been awarded since 1982 to over 23,000 financial consultants by the American College in Bryn Mawr, Pennsylvania.
As part of this role, he will assist Financial Consultants with client education and strategic relationship management approaches to help their client account management toward the achievement of their financial goals.
25, 2013 /PRNewswire/ -- Chief financial officers (CFOs) were recently asked which projects they were likely to outsource to financial consultants and interim managers in the next 12 months.

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