Who is a Certified Financial Planner (CFP) ?
A Certified Financial Planner (CFP) is a professional designation conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board) in the United States. A CFP is an individual who has undergone training, education, and examination in various aspects of financial planning, including retirement planning, investment management, tax planning, estate planning, and insurance planning. CFPs are held to high ethical and professional standards, as they are required to adhere to the CFP Board’s Code of Ethics and Standards of Conduct. They must also fulfill continuing education requirements to maintain their certification and stay current with industry trends and regulations.
Key Takeaways:
- CFPs undergo extensive training, education, and examination in all aspects of financial planning.
- CFPs adhere to a strict Code of Ethics and Standards of Conduct set by the Certified Financial Planner Board of Standards, Inc. (CFP Board).
- One of the primary roles of a CFP is to develop comprehensive financial plans for their clients.
Table of Content
- CFP Job Description
- CFP Salary on the basis of Job Title
- CFP Salary on the basis of Three Series Exam
- CFP Salary on the Basis of Experience
- Conclusion
- Certified Financial Planner Salary – FAQs