Statements (46)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
Certification
|
| gptkbp:awardedBy |
gptkb:Certified_Financial_Planner_Board_of_Standards
|
| gptkbp:canEstablish |
higher income than non-certified planners
|
| gptkbp:canLeadTo |
budgeting
risk management investment strategies financial goal setting debt management cash flow analysis tax-efficient investing retirement income planning college savings plans charitable giving strategies estate distribution planning |
| gptkbp:focusesOn |
financial planning
|
| gptkbp:hasFeature |
CFP_Code_of_Ethics
|
| https://www.w3.org/2000/01/rdf-schema#label |
Certified Financial Planner
|
| gptkbp:isConsidered |
a trusted advisor
|
| gptkbp:isOftenMadeWith |
employers for financial roles
|
| gptkbp:isPartOf |
financial literacy initiatives
financial services industry increased life expectancy financial advisory profession growing need for retirement planning increasing complexity of financial markets |
| gptkbp:isRecognizedFor |
gptkb:Australia
gptkb:Canada gptkb:United_Kingdom gptkb:United_States a mark of excellence in financial planning. |
| gptkbp:isRegulatedBy |
gptkb:CFP_Board
|
| gptkbp:isUsedFor |
banks
insurance companies retirement planning tax planning investment management estate planning insurance planning financial planning firms independent practices |
| gptkbp:promotes |
fiduciary responsibility
|
| gptkbp:provides |
personal financial advice
|
| gptkbp:requires |
continuing education
having relevant work experience meeting education requirements passing_the_CFP_exam |