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certified financial planner (CFP)

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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 (ChFC).

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To find a planner that satisfies both the compotency and ethics requirements, look to a Certified Financial Planner (CFP) practitioner.
She also holds the designations of Certified Financial Planner (CFP), Chartered Retirement Plans Specialist (CRPS), and Accredited Retirement Plans Consultant (ARPC).
Start with professionals who have these designations: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) or a Personal Financial Specialist (PFS).
 
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