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The certification is generally considered the gold standard in the financial planning industry. [3] The certification is managed by the Certified Financial Planner Board of Standards, Inc. (CFP Board), which was founded in 1985 as a 501(c)(3) non-profit organization; it is neither a government designation nor an accredited degree.
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 ...
When you start your search for a certified financial planner, you should be fully aware of what you’re looking for. That way, you’ll know the types of questions to ask and specific qualities ...
The Securities and Exchange Commission recommends that you visit the Certified Financial Planner Board of Standards website to verify a financial planner’s credentials and check to see if the ...
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.
Financial Planning Association is a trade organization for CFPs that allows you to search its members by name or location. You can compare results based on specialty and how they structure their fees.
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