Back to Home
CFP
(Certified Financial Planner)
A CFP (Certified Financial Planner) is a professional certification for financial advisors, awarded by the Certified Financial Planner Board of Standards. CFPs must complete rigorous education, pass a comprehensive exam, and maintain ethical standards.
CFP professionals provide holistic financial planning covering IRAs, 401ks, tax strategies, estate planning, and insurance. There are over 90,000 CFPs in the U.S. as of 2023. Unlike general financial advisors, CFPs must adhere to a fiduciary standard, legally requiring them to act in clients' best interests when providing financial advice.
CFP professionals provide holistic financial planning covering IRAs, 401ks, tax strategies, estate planning, and insurance. There are over 90,000 CFPs in the U.S. as of 2023. Unlike general financial advisors, CFPs must adhere to a fiduciary standard, legally requiring them to act in clients' best interests when providing financial advice.