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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 ?
We believe that CFP Board's Center for Financial Planning will serve as a catalyst for the industry to come together around the challenges of workforce development, diversity and building a body of knowledge for financial planning," said Tom Nally, president of TD Ameritrade Institutional.
The CFP Board Ambassador program initially began in 2010 with seven Ambassadors in seven regions in the U.
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.
To qualify, the main business must be financial planning, all financial planning services must be supervised by a CFP, at least half of the firm must be owned by a CFP and folks giving advice should be a CFP or an associate CFP.
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.
This is a significant victory for CFP certification, for CFP Board and for CFP professionals," said Richard P.
Since 1987, the CFP has publicly disciplined 274 people.
The group surveyed may have preferred the CFP because it has been around longer and more CPAs have earned it.
Moran added that he and Goldfarb will work together to advance the cause of CFP Board and the financial planning profession, especially among the public.
CFP[R] certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board's Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Keller said: "This is an important hire for CFP Board because it builds our capacity to communicate the value of working with a CFP([R]) professional.
Greene has served on the Board of Directors for CFP Board since 2012.