The CFP sets qualified individuals apart from the rest & is recognized internationally for excellence in Financial Planning!
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners in Canada and 24 other organizations affiliated with Financial Planning Standards Board outside of Canada. It recently became regulated which means that only people that are qualified can call themselves Financial Planners.
To receive authorization to use and keep the designation, the candidate must meet education, examination, experience and ethics requirements, pay an ongoing certification fee PLUS complete CE Credits during the life of calling themselves a Certified Financial Planner.
Individuals with the CFP designation have been educated in Financial Planning including but not limited to the following list:
- General principles of finance and [financial planning]
- Insurance planning
- Employee Benefits Planning
- Investment and Securities Planning
- Provincial and federal income tax planning
- Estate tax, gift tax, and transfer tax planning
- Asset protection planning
- Retirement planning
- Estate planning
- Financial planning and consulting
Investopedia 2019, accessed 29 October 2019, https://www.investopedia.com/
FP Canada 2019, accessed 29 October 2019, https://www.financialplanningforcanadians.ca