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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 ...
A financial advisor can help with various aspects of your financial life, ranging from budgeting and saving for retirement to managing an investment portfolio or estate planning. Many of these ...
A certified financial planner (CFP) is a financial professional that has earned the title by going through multiple educational courses and passing a series of exams. In order to earn and keep the ...
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 ...
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.
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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