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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. How to thank TFD for its existence? Tell a friend about us, add a link to this page, add the site to iGoogle, or visit webmaster's page for free fun content. |
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The most common is the certified financial planner (CFP) designation. Eric Smith, a certified financial planner specializing in "green" money management, began dabbling in socially responsible investing (SRI) with his own Bar Mitzvah money more than two decades ago--and never looked back. Certified financial planner Scott Dauenhauer's site educates educators about retirement planning under IRC section 403(b) with articles such as "Your Best Interest or Your District's? |
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