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Certified Financial Planner Information
A Certified Financial Planner is a financial professional that has been
awarded the CFP® or CERTIFIED FINANCIAL PLANNER™ certification.
Individuals that have completed the required work experience and financial
education can apply to receive the CFP® Certification. Applicants
must prove their expertise in several areas, including insurance, general
finance, investing, taxes, retirement, estate planning and employee
benefits.
The Certified Financial Planner Board of Standards in the United States
requires applicants to move through a six step process to achieve the
CFP® certification..
- Complete
the Required Education
- Pass
the CFP® Certification Exam
- Meet
the Experience Requirements
- Adhere
to the Code of Ethics and Professional Responsibility and Pass Background
Check
- Pay
Certification Fees
- Receive
Authorization to Use the CFP® and CERTIFIED FINANCIAL PLANNER™
marks
"The CFP® and CERTIFIED FINANCIAL PLANNER™ marks are
owned by CFP
Board in the United States and are protected by trademark
law. Only those individuals who have fully satisfied CFP Board's requirements
are authorized to use the CFP certification marks."
Essential Certified Financial Planner Websites
Online
CFP.net
- The Official Certified Financial Planner Board of Standards, Inc.
or simply the CFP Board.
FPSB.org
- Financial Planning Standards Board Ltd. (FPSB) is the International
association governing the use of the CERTIFIED FINANCIAL PLANNER™
and CFP® marks.
FPA
Australia - The Financial Planning Association of Australia
is a financial association representing the CERTIFIED FINANCIAL PLANNER™,
CFP® marks in Australia.
View more resources on Certified Financial Planners and financial planning
at the Biz United Web Directory..
Certified Financial Planners Related
Certified
Financial Planners
Australian
Certified Financial Planners
Canadian
Certified Financial Planners
United
Kingdom Certified Financial Planners
United
States Certified Financial Planners
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