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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.


References in periodicals archive ?
The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice.
CFP Board explained in a comment to ThinkAdvisor the proposed conversion of the six steps to seven reflects "the modern delivery of financial planning.
financial advisors that includes 146 CFP professionals, [and] 306 advisors representing practices that have at least one CFP professional (called CFP professional practices).
agrees, adding: "[Teslik] was not inclined to consider us stakeholders in the education of future CFP certificants.
Halfway around the world from Landshut in the automotive mecca of Basalt, Colorado, a start-up company called Fiberforge is also trying to solve the problem of mass-producing CFP structures.
A "financial planning engagement" exists when a client, based on the relevant facts and circumstances, reasonably relies upon information or services provided by a CFP Board designee using the financial planning process.
The Supreme Court disagreed with the board and ruled Ibanez's use of the designations CPA and CFP qualified as "commercial speech" protected by the Constitution's First Amendment provisions.
The "record number" of female CFP professionals can also be attributed to the programs delivered by CFP Board's Center for Financial Planning, the Board said.
The CFP certification is widely recognized and trusted," said John Wells, President and CEO, "We encourage our relationship managers to seek certification as one way to demonstrate our steadfast commitment to operating under the highest standards.
Allied Wealth Partners has reported Kim Luthy, CFP, and financial advisor has been authorized by the Certified Financial Planner Board of Standards (CFP) to use the Certified Financial Planner and CFP certification marks in accordance with CFP Board certification and renewal requirements, the company said.
M2 EQUITYBITES-March 24, 2016-Allied Wealth Partners advisor achieves CFP