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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.
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.
Kaplan Financial Education is part of Kaplan University School of Professional and Continuing Education, based in La Crosse, Wisconsin.Kaplan Financial Education is a consortium of numerous financial services training and publishing companies providing insurance and securities licensing exam preparation, along with continuing education.
A CFP will generally understand a broad range of financial matters, ranging from budgeting and saving to tax and estate planning. A CRPC, by comparison, is typically held by an advisor early in ...
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.
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 ...
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