Savings and Investments

Financial Planners and Investment Advisors

What is a Certified Financial Planner (CFP)?

Holders of the CFP are tested on their knowledge of over 100 areas of financial planning, including stocks, bonds, taxes, insurance, retirement planning, and estate planning. Candidates for this certification must also complete qualifying work experience, and adhere to the CFP code of ethics. The certification is granted by the Certified Financial Planner Board of Standards, Inc.


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