certified financial planner

certified financial planner
( CFP)
A person who has passed examinations accredited by the Certified Financial Planner Board of Standards, showing that the person is able to manage a client's banking, estate, insurance, investment, and tax affairs. Bloomberg Financial Dictionary

Financial and business terms. 2012.

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  • Certified Financial Planner — The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board)[1] in the United States, Financial Planning Standards… …   Wikipedia

  • Certified Financial Planner Board of Standards — Certified Financial Planners Board of Standards, Inc. (CFP Board) Type Professional Organization Founded 1985 Key people Kevin R. Keller, CEO Area served United States …   Wikipedia

  • 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… …   Investment dictionary

  • Certified Mortgage Planner — In the United States Certified Mortgage Planner is a designation for the purpose of establishing a new professional category in the mortgage sector: one that arose as a response to criticisms of the mortgage banking industry. It is often confused …   Wikipedia

  • CERTIFIED FINANCIAL PLANNER — (CFP) дипломированный специалист по финансовому планированию (бюджетирование, налогообложение, сбережения, страхование); …   Глоссарий финансовых и биржевых терминов

  • Financial planner — A financial planner or personal financial planner is a practicing professional who helps people deal with various personal financial issues through proper planning, which includes but is not limited to these major areas: cash flow management,… …   Wikipedia

  • Financial Planner — A qualified investment professional who helps individuals and corporations meet their long term financial objectives by analyzing the client s status and setting a program to achieve that client s goals. Financial planners specialize in tax… …   Investment dictionary

  • financial planner — An investment professional who assists individuals with long and short term financial goals. Bloomberg Financial Dictionary * * * financial planner UK US noun [C] ► FINANCE a person whose job is to advise people on how to manage their financial… …   Financial and business terms

  • Certified mortgage planner — Not to be confused with Certified mortgage consultant. In the United States certified mortgage planner is a designation for the purpose of establishing a new professional category in the mortgage sector: one that arose as a response to criticisms …   Wikipedia

  • Chartered Financial Planner — The title Chartered Financial Planner is the most widely accepted gold standard qualification available for professional financial planners/ financial advisers in the United Kingdom. At the end of November 2010 there are over 2,000 individuals… …   Wikipedia

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