CFP Practice Flashcards

CFP Practice Flashcards認證財務規劃師附屬規劃

CFP Practice Flashcards

The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board)[1] in the United States, and by 25 other organizations affiliated with Financial Planning Standards Board (FPSB),the international owner of the CFP mark outside of the United States.

To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.The information relates specifically to CFP certification in the United States.

In the United Kingdom, the CFP licence/designation is available to financial planners through membership of the Chartered Institute of Securities & Investment (CISI)