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.

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.
References in periodicals archive ?
The UPC also collaborated with 12 government agencies -- the Department of Municipal Affairs, Abu Dhabi Education Council, Health Authority - Abu Dhabi and Abu Dhabi Tourism and Culture Authority -- to produce the CFPS.
The recently-formed CFPS Engenharia e Projetos combines the common cultures of Fluor and Construcap into a formidable entity to provide world-class sustainable project services to Brazil clients," said Roberto Capobianco, president of Construcap.
Construcap and Fluor will combine to provide structured technology process transfer and human resources to CFPS to bring improved project performance and predictability to Brazilian clients.
Rodeffer, CFPMT, CFPS, CFPMIH, CFPAI - The Boeing Company
Treasurer - Tom Blansett, CFPS, CFPAI - Eaton Corporation
Vice President Education - Jimmy Simpson, CFPMM, CFPS, CFPAI - Nusim & Associates
CFPS will centrally coordinate, manage, and implement the TS/RODS Program at the regional level.
CFPS is scheduled to deploy more than 80 trainers to select Navy and Marine Corps installations worldwide including major hubs in California, North Carolina, and Virginia, as well as at various overseas locations in Spain, Italy, Bahrain, Japan, Singapore, Guam, and Korea.
Since April of 2006, CFPS has provided the Army with a centrally managed program of classroom traffic safety classes and hands-on motorcycle safety training aimed at decreasing aggressive driving and riding behaviors among Soldiers and increasing riding skill levels.
Soldiers who ride motorcycles must pass a Motorcycle Safety Course as provided by CFPS on many Army installations in the United States, Europe, Japan, and Korea.
CFPS management will be entrusted to the private sector to ensure their financial independence and their ability to adapt to the needs and demands of businesses.
Motion Industries fluid power specialist and division fluid power manager Larry Kuziak (AFPI, CFPS, CFPMHT, CFPIHT, CFPIHM) has been elected Fluid Power Society vice president of marketing and public relations.