Certified Financial Planner - CFP
Definition of 'Certified Financial Planner - CFP'The CFP legal team has provided its official definition, along with trademarks: CFP and Certified Financial Planner marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. |
|
Investopedia explains 'Certified Financial Planner - CFP'Those wanting to become a CFP professional must take extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement. Attaining the CFP designation takes experience and a substantial amount of work. CFP professionals must also complete continuing education programs each year to maintain their certification status. It is always good idea to ask about a professional's educational background and references before allowing a CFP designee (or any other financial professional) to manage your money. Don't be afraid to say "no thanks" if you feel that the person doesn't have sufficient experience. |
Related Definitions
Articles Of Interest
-
CPA, CFA Or CFP® - Pick Your Abbreviation Carefully
A couple of letters can mean a big difference. Find out which designation you need and how to get it. -
The Key To CFP Exam Success
Up to 60 of the questions on this test are case studies. Are you up for the challenge? -
Studying For The CFP Exam
Learn the tips and tricks of the trade before heading into this test. -
Is A Career In Financial Planning In Your Future?
Take our quiz to find out whether you're suited for this line of work. -
A Guide To Financial Designations
Find out which certifications can bring you the greatest career returns. -
Tax Tips For Financial Advisors
Self-employed advisors are prone to a number of unique expenses, but the tax benefits can often balance out the financial burdens. -
The Alphabet Soup Of Financial Certifications
We decode the meaning of the many letters that can follow the names of financial professionals. -
The Basics Of CFP Designation Maintenance
The workload doesn't end with your exam. Find out how to keep up your CFP credential. -
CFP, CLU Or ChFC - Which Is Best?
The one you choose will depend on which areas of financial planning you want as your focus. -
Financial Designations That Employers Require
We break down the designations that are important to have if you want to work in the financial sector.
Free Annual Reports