Ads
related to: certified financial planner salaryus.catchwork.jobs has been visited by 100K+ users in the past month
Search results
Results from the WOW.Com Content Network
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 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 broker (Series 7) may also be a financial planner. Any advisor can say they are a financial planner; they do not have to hold the CFP (Certified Financial Planner) designation to do so. A financial adviser may create financial plans for clients or sell financial products, or a combination of both. They may also provide insight on savings. [3]
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
It’s very important to make sure your financial advisor is a certified financial planner (CFP) or holds another reputable credential like a chartered financial analyst (CFA), Stroup said.
Every financial advisor tends to have different types of certifications, such as certified public accountant (CPA) or chartered financial analyst (CFA). But perhaps the most popular designation is ...
Ads
related to: certified financial planner salaryus.catchwork.jobs has been visited by 100K+ users in the past month