CFP Course Details A Certified Financial Planner (CFP) Certification is a professional designation granted by the Certified Financial Planner Board of Standards, Inc. (CFP Board) to individuals who meet specific education, examination, experience, and ethical requirements. CFPs are highly trained financial professionals who specialize in helping individuals and families achieve their financial goals through comprehensive […]
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Certified Financial Planners are known for helping clients manage their finances related to investments, taxes, insurance, and retirement Planning. CFPs are only granted this title after passing the CFP professional Exam.The role of a CFP involves helping clients assess their financial situation, set financial goals, and create a plan to achieve those goals. This includes […]
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