Investments & Financial Planning

The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board)[1] in the United States, Financial Planning Standards Council in Canada[2] and 22 other organizations affiliated with Financial Planning Standards Board (FPSB)[3], the international owner of the CFP mark outside of the United States. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.