Certified Financial Planner (CFP) designation
GPTKB entity
Statements (49)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:Certification
|
| gptkbp:associated_with |
client-centered approach
fiduciary responsibility comprehensive financial planning |
| gptkbp:awarded_by |
gptkb:Certified_Financial_Planner_Board_of_Standards
|
| gptkbp:can_lead_to |
career advancement
higher earning potential increased client trust |
| gptkbp:effective_date |
2 years
continuing education continuing education credits |
| gptkbp:first_introduced |
gptkb:1969
|
| gptkbp:focuses_on |
retirement planning
tax planning estate planning investment planning personal finance |
| gptkbp:governing_body |
gptkb:Financial_Planning_Standards_Board
|
| https://www.w3.org/2000/01/rdf-schema#label |
Certified Financial Planner (CFP) designation
|
| gptkbp:is_considered |
gold standard in financial planning
|
| gptkbp:is_part_of |
financial planning profession
|
| gptkbp:is_popular_in |
financial advisory industry
|
| gptkbp:is_recognized_by |
gptkb:Australia
gptkb:Canada gptkb:United_Kingdom gptkb:United_States gptkb:International_Financial_Planning_Standards_Board |
| gptkbp:is_subject_to |
disciplinary actions
|
| gptkbp:is_valued_for |
families
financial analysts high-net-worth individuals young professionals retirees business owners insurance agents wealth managers investment advisors financial educators individuals seeking financial advice estate planners tax advisors students in finance |
| gptkbp:provides_access_to |
various universities
|
| gptkbp:requires |
financial planning education
relevant work experience passing an examination ethics examination |
| gptkbp:bfsParent |
gptkb:Certified_Financial_Planner_Board_of_Standards
|
| gptkbp:bfsLayer |
8
|