Certified Financial Planner Board of Standards Inc.
Certified Financial Planner Board of Standards Inc.
20/08/2024 | Press release | Archived content
What Is a Financial Planner
A CERTIFIED FINANCIAL PLANNER® professional is a credentialed financial planner who has met experience requirements, passed a comprehensive exam and is committed to continuing education. CFP® professionals provide advice on retirement, investments, tax planning and risk management, and they develop financial plans considering both short-term and long-term goals, often including services like budgeting and insurance.
Business InsiderTessa Campbell and Jake Safane Aug 20, 2024