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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 (CFP) certification, which is held by more than 100,000 people in the United States. [1]
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: CFP: Certified Financial Planner Board of Standards: Certified Divorce Financial Analyst: CDFA: Institute for Divorce Financial Analysts: Certified Anti-Money Laundering Specialist: CAMS: Association of Certified Anti-Money Laundering Specialists: Certified Financial Consultant: CFC: Institute of Financial Consultants
With so many online resources to choose from, finding a financial advisor has become easier. However, there’s a lot to sift through when it comes to picking one. Every financial advisor tends to ...
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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.
Career Focus: CFP® certification is ideal for those interested in personal financial planning, including retirement planning, tax advice, and estate planning, aiming to help individuals achieve ...
Peer review ensures that a NAPFA member has the ability to provide comprehensive financial planning across a wide range of potential client needs—investments, taxes, estate planning, college savings, insurance, long-term care insurance, retirement spending, and more. All new members since 2012 must have the Certified Financial Planner ...