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  2. Certified Financial Planner - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial_Planner

    Certified Financial Planner. The Certified Financial Planner certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) [1] in the United States, and by 25 other organizations affiliated with the Financial Planning Standards Board (FPSB), [2] the owner of ...

  3. Certified Financial Planner Board of Standards - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial...

    Certified Financial Planner Board of Standards, Inc., is an American 501(c)(6) nonprofit organization that sets and upholds standards for financial planning. It administers Certified Financial Planner certification - which is widely recognized by the public, advisors, and firms as the standard for financial planners - so that the public has access to the benefits of competent and ethical ...

  4. Financial planner - Wikipedia

    en.wikipedia.org/wiki/Financial_planner

    Watered stock. v. t. e. A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg ...

  5. List of professional designations in the United States

    en.wikipedia.org/wiki/List_of_professional...

    A professional doctoral degree for naturopathic practitioners in the United States. Holders of the ND or NMD degree are known as naturopathic physicians in states where they may be licensed. The designation NMD is used in Arizona. Doctor of Business Administration. DBA or DrBA. Doctor of Education. EdD or DEd.

  6. Professional certification in financial services - Wikipedia

    en.wikipedia.org/wiki/Professional_certification...

    The Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the CFP Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.

  7. Financial Planning Association - Wikipedia

    en.wikipedia.org/wiki/Financial_Planning_Association

    United States. Membership (2022) 22,000. Website. www.financialplanningassociation.org. Financial Planning Association (FPA) is the largest membership organization in the US representing financial planners. Current membership is 22,000. [1] FPA is primarily focused on supporting Certified Financial Planner members.

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