Tag: CFP

  • What Is A Certified Financial Planner?

    A Certified Financial Planner, or CFP, is someone who meets the qualifications specified by the Certified Financial Planner Board of Standards, Inc., and those qualifications are: Pass an Exam: They must complete the CFP Board’s certification examination. Years of Experience: They must have 3-5 years of financial planning-related experience. Adherence to Ethics: They must voluntarily […]