Certified Financial Planner (CFP)
GPTKB entity
Statements (63)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:Certification
|
| gptkbp:awarded_by |
gptkb:Certified_Financial_Planner_Board_of_Standards
|
| gptkbp:certification |
2 years
|
| gptkbp:covers |
retirement planning
tax planning estate planning investment planning insurance planning |
| gptkbp:effective_date |
continuing education
continuing education credits |
| gptkbp:first_introduced |
gptkb:1970
|
| gptkbp:focuses_on |
financial planning
|
| https://www.w3.org/2000/01/rdf-schema#label |
Certified Financial Planner (CFP)
|
| gptkbp:involves |
risk management
goal setting portfolio management cash flow management client relationship management |
| gptkbp:is_associated_with |
financial goals
|
| gptkbp:is_available_in |
multiple countries
|
| gptkbp:is_considered |
valuable credential
|
| gptkbp:is_considered_as |
mark of professionalism
|
| gptkbp:is_distinct_from |
other financial certifications
|
| gptkbp:is_essential_for |
financial independence
comprehensive financial advice |
| gptkbp:is_evaluated_by |
industry standards
client satisfaction peer reviews |
| gptkbp:is_influenced_by |
market trends
|
| gptkbp:is_linked_to |
financial literacy
financial security investment strategies wealth accumulation |
| gptkbp:is_part_of |
financial services industry
financial planning process |
| gptkbp:is_prominent_in |
financial advisory field
personal finance discussions |
| gptkbp:is_promoted_by |
financial planning organizations
|
| gptkbp:is_promoted_through |
workshops
|
| gptkbp:is_pursued_by |
financial professionals
students in finance |
| gptkbp:is_recognized_as |
standard of excellence
|
| gptkbp:is_recognized_by |
gptkb:Financial_Planning_Standards_Board
gptkb:United_States employers |
| gptkbp:is_recognized_for |
ethical standards
|
| gptkbp:is_subject_to |
regulatory oversight
|
| gptkbp:is_supported_by |
gptkb:educational_resources
gptkb:Accounting_Software professional networks |
| gptkbp:is_taught_in |
financial planning programs
|
| gptkbp:is_utilized_for |
retirement strategies
|
| gptkbp:is_utilized_in |
gptkb:Wealth_Management
|
| gptkbp:is_valued_for |
gptkb:customers
|
| gptkbp:offers |
client services
|
| gptkbp:provides |
fiduciary responsibility
|
| gptkbp:related_to |
financial advisor
|
| gptkbp:requires |
gptkb:User_Experience
gptkb:test_subjects gptkb:education Code of Ethics adherence |
| gptkbp:bfsParent |
gptkb:Chartered_Financial_Analyst_(CFA)
|
| gptkbp:bfsLayer |
6
|