Becoming a Certified Financial Planner
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Certified Financial Planner - The Certified Financial Planner (CFP) and certification marks are financial planning credentials awarded by the Certified Financial Planner Board of Standards Inc. to individuals who meet education, examination, experience and ethics requirements.
Financial planner - Financial planners are professionals who perform a variety of services for their clients. A few of these services are investing, insurance, tax strategies, and general retirement planning.
Certified Public Accountant - Certified Public Accountants (CPAs) are accountants in the United States who have passed the Uniform CPA exam, which was developed and is maintained by the American Institute of Certified Public Accountants (AICPA), and have subsequently met additional state requirements for licensure as a CPA. Only CPAs are professionally licensed to provide to the public, attestation (including auditing) opinions on publicly disseminated financial statements.
American Institute of Certified Planners - The American Institute of Certified Planners (or AICP) is the professional trade organization that certifies professionals in the United States in the field of Urban planning. AICP certification is recognized throughout the United States as the mark of a professional planner.
becomingacertifiedfinancialplanner
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