Investor Glossary-certified financial plannerInvestor Glossary-certified financial plannerInvestor Glossary-certified financial plannerInvestor Glossary-certified financial plannerInsightful stock market charts - Click here
investor
Categories    # A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Certified Financial Planner

The HTML to link to this page
 

Certified Financial Planner, or CFP, is a financial professional who is approved by the Certified Financial Planner Board of Standards. A typical Certified Financial Planner is an experienced financial expert whose job it is to advice clients on the matters of income tax planning, retirement planning, and estate planning. A Certified Financial Planner may also assist a client in investment planning, risk management, as well as small business planning. In order to become a fully licensed Certified Financial Planner one must endure a series of rigorous examinations. Furthermore, a Certified Financial Planner is required to complete yearly continuing education course in order to maintain the Certified Financial Planner standing. A strong emphasis is made on professional conduct and adherence to the Certified Financial Planner code of ethics. When selecting a Certified Financial Planner it is recommended that the potential client inquire about his or her professional experience, background, and references.



Rate this Certified Financial Planner definition...

Learn about investing with the Investor Glossary Term of the Day


Click here for insightful stock market charts. Where is the market headed? The answer may surprise you. Find out
with the exclusive & Barron's recommended charts of Chart of the Day.


Popular Terms: labor relations, balance sheet, VIX, implied volatility, current ratio, reverse mortgage, risk management, minority interest, option premium, inflation, EBITDA, average price per share, ex-dividend date, annual return, 144a, wholly-owned subsidiary, irrevocable trust, Key Rate Duration, APR, stock split, debt service coverage, deferred tax, 1031 exchange, LIBOR, real GDP, Zero Cost Collar, liquidity ratio, 1035 exchange, FTSE, phantom income, covered put, in escrow, stock market close, per diem, margin rate, open position, quality assurance, dividends payable, deferred revenue, required rate of return, FICO score, retained earnings, diluted share, 401a, class C shares, ex-dividend, command economy, limit order, cancelled check


Accounting | Banking | Bonds | Brokers | Economy | Futures | Mutual Funds | Options | Real Estate | Retirement | Stocks | Taxes | Technical Analysis
Investor Glossary | Term of the Day | Suggest a Term | Chart of the Day | Dogs of the Dow
©2004-2016 Investor Glossary - All rights reserved - Terms of Use