Certified Financial Planner (CFP)
GPTKB entity
Statements (61)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:certification
|
| gptkbp:abbreviation |
gptkb:CFP
|
| gptkbp:administeredBy |
gptkb:Financial_Planning_Standards_Board_(International)
CFP Board (USA) |
| gptkbp:awardedBy |
gptkb:Certified_Financial_Planner_Board_of_Standards
|
| gptkbp:continuingEducationRequirement |
30 hours every 2 years
|
| gptkbp:designation |
Financial advisors
Tax advisors Wealth managers Estate planners Financial planners Insurance professionals Investment advisors |
| gptkbp:examDuration |
6 hours
|
| gptkbp:field |
Financial planning
|
| gptkbp:firstAwarded |
1973
|
| gptkbp:focusesOn |
Personal finance
Estate planning Risk management Retirement planning Tax planning Education planning Insurance planning Investment planning |
| https://www.w3.org/2000/01/rdf-schema#label |
Certified Financial Planner (CFP)
|
| gptkbp:recognizedBy |
gptkb:Australia
gptkb:Brazil gptkb:Canada gptkb:China gptkb:France gptkb:Germany gptkb:India gptkb:Japan gptkb:South_Africa gptkb:South_Korea gptkb:United_Kingdom gptkb:United_States |
| gptkbp:regulates |
gptkb:Financial_Planning_Standards_Board_(International)
CFP Board (USA) |
| gptkbp:renewalPeriod |
Every 2 years
|
| gptkbp:requires |
Bachelor's degree
Continuing education Background check Relevant work experience Completion of CFP Board-registered education program Adherence to ethical standards Agreement to CFP Board's Code of Ethics Agreement to CFP Board's Standards of Conduct Passing CFP exam |
| gptkbp:section |
Estate planning
Retirement planning Tax planning Professional conduct Financial planning principles Insurance planning Investment planning |
| gptkbp:type |
Multiple choice
|
| gptkbp:website |
https://www.cfp.net/
|
| gptkbp:bfsParent |
gptkb:Certified_Financial_Planner_Board_of_Standards
gptkb:Financial_Planner |
| gptkbp:bfsLayer |
7
|