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  2. 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 ...

  3. 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.

  4. Your Guide to Free CFP Ethics CE Courses - AOL

    www.aol.com/finance/guide-free-cfp-ethics-ce...

    The post Free CFP Ethics CE Courses appeared first on SmartReads by SmartAsset. Specifically, they're required to complete 30 hours of continuing education each reporting period, which includes ...

  5. Professional certification in financial services - Wikipedia

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

    The FPAC syllabus is over two exams: the first 3-hour paper, covers underlying knowledge of financial planning and analysis; the second 4.5 hour paper, is a case-based test of applied analytics and business support. Certificants have three years experience and hold a relevant degree or other qualification; AFP thereafter specifies continuing ...

  6. CFP® vs CPA: Which Career Path is Best for You? - AOL

    www.aol.com/news/cfp-vs-cpa-career-path...

    The CFP® exam stands as a rigorous assessment designed to measure a candidate’s proficiency in applying financial planning knowledge to real-life scenarios. The exam is administered in a ...

  7. 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 ...

  8. CFA Institute - Wikipedia

    en.wikipedia.org/wiki/CFA_Institute

    The CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education. The institute aims to promote standards in ethics, education, and professional excellence in the global investment services industry.

  9. Financial management advisor - Wikipedia

    en.wikipedia.org/wiki/Financial_management_advisor

    Many community and vocational colleges also offer exam preparation courses for registered CSI students, which enable them to experience the benefits of classroom learning in addition to the distance education format. The exams themselves are proctored by the CSI. Successful completion of the PFPC entitles the graduate to write the CFP exam.

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