Certified Financial Planner

(redirected from Financial consultants)

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.
Copyright © 2012, Campbell R. Harvey. All Rights Reserved.

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.
Farlex Financial Dictionary. © 2012 Farlex, Inc. All Rights Reserved

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.
Wall Street Words: An A to Z Guide to Investment Terms for Today's Investor by David L. Scott. Copyright © 2003 by Houghton Mifflin Company. Published by Houghton Mifflin Company. All rights reserved. All rights reserved.
References in periodicals archive ?
M2 EQUITYBITES-August 28, 2019-EP Wealth Advisors Acquires Personal Financial Consultants to Strengthen Presence in San Francisco
Amira Nature Foods announced the hiring of Brio Financial Group as financial consultants to the company, to replace the current CFO Varun Sethi, whose last day with the company will be 30 June 2019.
Baltimore-based Heritage Financial Consultants, a wealth management firm, has announced it is celebrating its 20th anniversary, the company said.
Fewer than one percent of financial professionals have gained the certification, according to the International Association of Registered Financial Consultants (IARFC), which developed and publishes the program.
Eric Wyss, former M&T Bank vice president and senior wealth strategist, will join Heritage Financial Consultants LLC as director of financial planning and risk management.
Unregulated financial consultants providing services without a proper licence
According to the administrative complaint, Citizens Securities financial consultants operate out of Citizens Bank locations in the state.
The two Birmingham businesses worked closely to develop a service which could provide nationwide field support to Wesleyan's financial consultants whether they were working from home or travelling.
"High-performing members will then be selected to become financial consultants, which will involve further training and mentoring sessions in order to ensure that they are well equipped with the required tools and knowledge," Tarar added.
Hong Kong, Hong Kong S.A.R., August 14, 2015 --(PR.com)-- Steven Tyler Carter, Chief Investment Officer of Voth Nixon Group, offers suggestions regarding what financial consultants should focus on in order to increase their success rate and capital flow within a landscape of unceasing regulatory and technological developments.
"Banks still struggle with overcoming the transactional mindset so prevalent in a bank environment and having their financial consultants and platform bankers embrace life insurance as a product offering.

Full browser ?