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  2. Professional certification in financial services - Wikipedia

    en.wikipedia.org/wiki/Professional_certification...

    The Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the CFP Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.

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  4. Certified Financial Planner - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial_Planner

    The Certified Financial Planner certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) [1] in the United States, and by 25 other organizations affiliated with the Financial Planning Standards Board (FPSB), [2] the owner of the CFP mark outside of the United States.

  5. CFP vs. Series 7: How to Tell When You Need Each - AOL

    www.aol.com/finance/cfp-vs-series-7-tell...

    The CFP and Series 7 are two designations you might see in the finance industry that are held by financial advisors. However, the CFP and Series 7 are used for different purposes. A series 7 ...

  6. Certified Financial Planner Board of Standards - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial...

    Certified Financial Planner Board of Standards, Inc., is an American 501(c)(6) nonprofit organization that sets and upholds standards for financial planning. It administers Certified Financial Planner certification - which is widely recognized by the public, advisors, and firms as the standard for financial planners - so that the public has access to the benefits of competent and ethical ...

  7. How to Find a Certified Financial Planner (CFP) For 2023 - AOL

    www.aol.com/finance/certified-financial-planner...

    The Certified Financial Planner Board of Standards, Inc. manages the CFP exams. A CFP is a financial advisor or planner that can help with financial planning, as well as money management.

  8. American Academy of Financial Management - Wikipedia

    en.wikipedia.org/wiki/American_Academy_of...

    The CFP Board said that the AAFM had once helped provide continuing education for CFPs, but that it hasn't done so since 2006. [7] Some of the individuals listed in a board of advisors told the WSJ they had no idea they were listed and hadn't agreed to it.

  9. CPWA vs. CFP: Which Financial Advisor Do You Need? - AOL

    www.aol.com/finance/cpwa-vs-cfp-financial...

    Continue reading → The post CPWA vs. CFP: Designations for Financial Advisors appeared first on SmartAsset Blog. When working with a financial advisor, their certification can help you quickly ...

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