Certified Financial Planner Definition

Certified Financial Planner

Definition

A title conveyed by the International Board of Standards and Practices for Certified Financial Planners. A Certified Financial Planner must pass a series of exams and enroll in ongoing education classes, as well as have obtained a Bachelor's Degree from an accredited institution. Knowledge of estate planning, tax preparation, insurance, and investing is required, as is at least three years of work experience in a related field.

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Certified Financial Planner is ...

... part of the Insurance, Law & Estate Planning, Taxes and Trading subjects.

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