(CFP) Certified Financial Planner

A Certified Financial Planner (CFP) is a professional designation that is awarded to individuals who have met the educational, examination, experience, and ethical requirements set by the Certified Financial Planner Board of Standards, Inc. CFP professionals are trained to provide comprehensive financial planning services to individuals and families, covering areas such as retirement planning, investment planning, insurance planning, tax planning, and estate planning. The CFP designation is widely recognized as a symbol of excellence in financial planning and is considered the gold standard in the financial planning industry. To become a CFP, individuals must complete a course of study approved by the CFP Board and pass a comprehensive certification exam. They must also adhere to a strict code of ethics and meet continuing education requirements to maintain the designation.