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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.
Copyright © 2012, Campbell R. Harvey. All Rights Reserved.

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.
Farlex Financial Dictionary. © 2012 Farlex, Inc. All Rights Reserved


Wall Street Words: An A to Z Guide to Investment Terms for Today's Investor by David L. Scott. Copyright © 2003 by Houghton Mifflin Company. Published by Houghton Mifflin Company. All rights reserved. All rights reserved.
References in periodicals archive ?
Under the CFP Board rules that took effect July 1, 2012, these CFP[R] professionals are not subject to disciplinary procedures, but will have their bankruptcy disclosed.
Clemson is second with 5/4 CFP odds, tied with Ohio State.
CFP Board explained in a comment to ThinkAdvisor the proposed conversion of the six steps to seven reflects "the modern delivery of financial planning."
Now, I've been covering the CFP world for more than 30 years, but if you were to tell me that I'm out of touch, I probably wouldn't argue.
No FDA-cleared or approved clinical tests for CFP are currently available.
The CFP bid round came just days after Kuwait's Central Tenders Committee (CTC) approved Daelim for a $519.6m contract to build new sulphur-handling and ship-loading facilities at the Mina al-Ahmadi refinery.
Currently, there are approximately 70,000 CFPs in the United States (, or about one CFP for every ten CPAs.
The new CFP obliges the Council to adopt a "sustainable" approach and to conform to scientific opinions when setting quotas.
ISLAMABAD -- The Chess Federation of Pakistan (CFP) on Tuesday sought a reasonable increase in its annual grant with promotion of the game and for appropriate heed by the Pakistan Sports Board (PSB).
In a 502-137 vote in Strasbourg, MEPs backed the biggest-ever Common Fisheries Policy (CFP) reforms, crucially including a ban on the dumping of dead fish back in the sea - a consequence of current CFP quota rules restricting the size of landed catches.
The Certified Financial Planner Board of Standards, Inc., Washington, D.C., discloses this finding in a survey of 3,532 CFP professionals regarding their use of social media.
Langley Federal Credit Union, Newport News, Va., to announced that William Eastburn has been authorized by the Certified Financial Planner Board of Standards to use the certification marks CFP, Certified Financial Planner and CFP in accordance with CFP Board certification and renewal requirements.