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What is a certified financial planner?
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27th Feb 2011 by admint
A Certified Financial Planner is a professional designation conferred by the Certified Financial Planner Board of Standards, Inc.. To receive the designation, the individual must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee. They are qualified investment professionals that helps individuals and corporations to meet their long term financial objectives. Specializes in tax planning, asset allocation, risk management, retirement and/or estate planning.
A Certified Financial Planner is a professional designation conferred by the Certified Financial Planner Board of Standards, Inc.. To receive the designation, the individual must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee. They are qualified investment professionals that helps individuals and corporations to meet their long term financial objectives. Specializes in tax planning, asset allocation, risk management, retirement and/or estate planning.
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26th Nov 2009 In Financial Services
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Subjects: certified financial planner,