professional designation of the College For Financial Planning that is earned by passing a series of examinations. The examinations include insurance, investments, taxation, employee benefit plans and estate planning.

A professional designation conferred by the College of Financial Planning to candidates who pass examinations demonstrating a high level of competence in the analysis and development of client-oriented personal financial plans. To qualify for this designation, a person must meet both educational and work experience requirements.

Offered through the College of Financial Planning @ www.fp.edu. In order to be licensed to use the CFP trademark, an individual must meet the following qualifications, as specified by the Certified Financial Planner Board of Standards, Inc.

A person who has chosen to acquire additional education in financial planning. Many CFPs do not sell insurance products, but rather charge a flat fee or an hourly rate for their services. p 100

Designation granted by the College of Financial Planning in Denver, Colorado, to a person who has passed all the required examinations. Examinations consist of questions involving insurance, investments, estate planning, tax affairs and the planner's ability to coordinate a client's income and expenses. For questions on whether an individual has the right to use such designation, call 1-800-CFP-MARK (1-800-237-6275).

A designation granted by the CFP Board of Standards (Denver, CO) to individuals who complete a comprehensive curriculum in financial planning, pass a written examination, and have qualifying experience. This curriculum includes risk management, tax planning, employee benefits, investments, and estate planning.

Person who has passed examinations accredited by the Denver-based Institute of Certified Financial Planners, testing the ability to coordinate a client's banking, estate, insurance, investment, and tax affairs. (See Financial Planner.)

Professional who has attained a high degree of technical competency in financial planning and has passed a series of professional examinations by the College of Financial Planning.

An investment professional who has passed the CFP Board of Standards series of exams on subjects such as taxes, securities, insurance, and estate planning.

A person who has passed a series of examinations, achieved at least 3 years industry experience, and met all other statutory licensing requirements. The CFP mark represents the highest designation attainable in the field of Financial Planning.

Financial planner that obtains a license issued by the College of Financial Planning. The designation shows that the financial planner has had training in budgeting, taxes, savings, and insurance.

An investment professional who has passed exams administered by the CFP Board of Standards on subjects such as taxes, securities, insurance, and estate planning.

Professional certification awarded by the Certified Financial Planner Board of Standards, Inc. To receive this credential, the planner has taken several classes and a rigorous two-day exam which only has a 54% pass rate. Knowledge of estate planning, tax preparation, insurance, and investing is required.

Advisors certified by the Certified Financial Board of Standards. They must pass board tests, attend university financial programs approved by the board and have at least three years of experience in financial planning to be certified.

Person who has passed accredited examinations that test the ability to coordinate a client's banking, estate, insurance, investment and tax affairs.

A person who is certified to give financial advice. One must study and take extensive exams in the following areas to become certified: financial planning, taxes, insurance, estate planning, and retirement. Continuing education credits are required each year to maintain the certification status.

Practitioner A credential granted by the Certified Financial Planner Board of Standards, Inc. (Denver, CO) to individuals who complete a comprehensive curriculum in financial planning and ethics. CFP ® , CERTIFIED FINANCIAL PLANNER ® and federally registered CFP (with flame logo) ® are certification marks owned by the Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification.

Individual who is trained to develop and implement financial plans for individuals, businesses, and organizations, utilizing knowledge of income and estate tax, investments, risk management analysis and retirement planning. CFPs are certified after completing a series of requirements that include education, experience, ethics and an exam. CFPs are not regulated by a governmental authority.

The best-known financial planning designation, given to qualifying planners by the CFP Board of Standards, Denver.

A professional financial planner who has completed a series of correspondence courses and has passed examinations in subject areas such as insurance, securities and taxes. The designation is awarded by the Institute of Certified Financial Planners.

The Certified Financial Planner (CFP®) designation is a certification mark for financial planners conferred by the Certified Financial Planner Board of Standards.