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 ?
Certified Financial Planners 1660 Lincoln Street Suite 3050 Denver, Colorado 80264 (303) 830-7543
While the cash-outs are probably from workers who have been at an employer only a short time and who therefore have only a small amount in their accounts, John Ritter, a certified financial planner with Ritter Daniher Financial Advisory, Cincinnati, Ohio, says, "Any time there is a chance for a tax-deferred dollar, I hate to see it wasted."
Michael Garry, a certified financial planner with Yardley Wealth Management, Newtown, Pa., also notes the importance of going through the financial planning process before making any decisions on mutual funds.
Boomers should try and determine parents' preferences and then honor them, says Jim Watkins, a certified financial planner with Watkins Financial, Leawood, Kan.
She became a limited partner in 2000 and in 2002 was authorized by the Certified Financial Planner Board of Standards, Inc.
In many states, there are local support services that can be accessed and should be factored into any consideration about how much money a boomer should be contributing to a parent's care and whether that parent should remain in the area where he or she currently lives, says Eve Kaplan, a certified financial planner with Kaplan Financial Advisors, Berkeley Heights, N.J.
There's often not a whole lot of time and attention given to budgeting and long-term planning," says Cheryl Creuzot, a certified financial planner and president/CEO of Wealth Development Strategies in Houston.
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.
Valdez, a certified financial planner with Triangulum Financial Partners, Tampa, Fla., says he has "some trepidation" with products that have an interest-only component.
The problem is that there isn't enough to go around," says Ginita Wall a San Diego CPA and certified financial planner who specializes in divorce issues.
Until November 7, hundreds of Certified Financial Planner (CFP) professionals will partner with local city governments and gather in designated schools, municipal buildings, and libraries to offer free financial counsel to area residents.
San Luis Obsipo, CA, October 06, 2010 --(PR.com)-- Helen Sipsas, MBA, CFP[R], a Managing Principal of Peak Wealth Advisors with offices in San Luis Obispo, CA and Pasadena, CA has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP[R], Certified Financial Planner[TM] and CFP (with flame design)[R] in accordance with CFP Board certification and renewal requirements.

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