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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 (CFP) certification, which is held by more than 100,000 people in the United States. [1]
A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg: lawyer, accountant); or
What Is a Certified Financial Planner (CFP)? A certified financial planner (CFP) is a financial professional that has earned the title by going through multiple educational courses and passing a ...
Becoming a certified financial planner could help you to advance your professional career. Obtaining certification means completing certain education and exam requirements. The CFP Board Center ...
If you're interested in becoming a certified financial planner, passing the CFP exam is a necessary step. The CFP exam is a 170-question multiple choice test that's designed to thoroughly test ...
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