Certified Financial Planner (CFP)
GPTKB entity
Properties (47)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
Certification
|
| gptkbp:awardedBy |
gptkb:Certified_Financial_Planner_Board_of_Standards
|
| gptkbp:focusesOn |
retirement planning
tax planning estate planning investment planning personal finance |
| https://www.w3.org/2000/01/rdf-schema#label |
Certified Financial Planner (CFP)
|
| gptkbp:isAccessibleBy |
real estate license
accounting certification insurance license tax preparer certification |
| gptkbp:isCitedBy |
financial institutions
employers clients investment firms wealth management firms |
| gptkbp:isImportantFor |
families
high-net-worth individuals individuals retirees business owners |
| gptkbp:isOftenAccompaniedBy |
universities
financial planning programs |
| gptkbp:isPartOf |
financial services industry
|
| gptkbp:isPromotedBy |
professional organizations
financial planning associations |
| gptkbp:isSimilarTo |
gptkb:Personal_Financial_Specialist_(PFS)
gptkb:Chartered_Financial_Analyst_(CFA) Registered_Investment_Advisor_(RIA) |
| gptkbp:isSubjectTo |
ethical standards
regulatory oversight |
| gptkbp:isVisitedBy |
continuing education credits
professional_development_activities |
| gptkbp:provides |
investment strategies
financial advice retirement strategies estate strategies tax_strategies |
| gptkbp:recognizes |
gptkb:Australia
gptkb:Canada gptkb:United_Kingdom gptkb:United_States |
| gptkbp:requires |
continuing education
work experience financial planning education passing an exam |