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 ?
Owned by Certified Financial Planner Danielle Gates, D.
IHEs often have short-term funds allocated for current-year spending and long-term funds wrapped up in the permanent endowment, with very little maturing between those two time extremes, says Stuart Speer, a certified financial planner and adjunct professor at Park University (Mo.
In 1985, the International Board of Standards and Practices for Certified Financial Planners (IBCFP) assumed responsibility for overseeing the CFP examination process and awarding CFP licenses.
In its sixth year, Financial Planning Days is a joint endeavor by Certified Financial Planner Board of Standards, Inc.
Frank, a certified financial planner with Frank Advisory Services in New York City.
Assume everything is fair game, no matter who ovals it," says Mari Adam, a certified financial planner with Adam Financial Associates in Boca Raton, Florida.
CFP Board ambassadors are certified financial planner professionals who will serve as representatives of CFP in their local communities.
To find out more about the different types of professionals who can manage your money, check out the Certified Financial Planner Board of Standards Inc.

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