Certified Financial Planners

URI: https://gptkb.org/entity/Certified_Financial_Planners
GPTKB entity
Statements (50)
Predicate Object
gptkbp:instanceOf gptkb:certification
gptkbp:abbreviation gptkb:CFP
gptkbp:administeredBy gptkb:CFP_Board
gptkbp:certification gptkb:Certified_Public_Accountant
gptkb:Certified_Financial_Planner_Board_of_Standards
gptkb:Chartered_Financial_Consultant
gptkb:Personal_Financial_Specialist
gptkb:Chartered_Financial_Analyst
gptkbp:codeOfConduct CFP Board Code of Ethics
gptkbp:continuingEducationHours 30 hours every 2 years
gptkbp:country gptkb:United_States
gptkbp:designation financial advisors
financial planners
wealth managers
gptkbp:disciplinaryProcess CFP Board enforcement
gptkbp:examDuration 6 hours
gptkbp:field financial planning
gptkbp:firstIssueDate 1973
gptkbp:focus estate planning
retirement planning
education planning
tax planning
insurance planning
investment planning
gptkbp:globalDesignees over 200,000 worldwide
gptkbp:governedBy gptkb:CFP_Board
https://www.w3.org/2000/01/rdf-schema#label Certified Financial Planners
gptkbp:language English
varies by country
gptkbp:logo CFP flame logo
gptkbp:numberOfDesignees over 90,000 in the US
gptkbp:prerequisite bachelor's degree
gptkbp:professionalStandard fiduciary duty
gptkbp:publicVerification CFP Board website
gptkbp:recognizedBy gptkb:Australia
gptkb:Canada
gptkb:India
gptkb:United_Kingdom
gptkbp:regulates Financial Planning Standards Board (outside US)
gptkbp:renewalPeriod every 2 years
gptkbp:requires continuing education
education
ethics
examination
experience
gptkbp:section two 3-hour sessions
gptkbp:type multiple choice
gptkbp:website https://www.cfp.net/
gptkbp:bfsParent gptkb:SoFi_Automated_Investing
gptkbp:bfsLayer 8