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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.
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
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 ...
A certified financial planner has completed college-level coursework in personal finance planning. A CFP must also build up thousands of hours of financial planning experience, pass a national ...
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 ...
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