Certified Financial Planner

Business, Legal & Accounting Glossary

Definition: Certified Financial Planner



Full Definition of Certified Financial Planner


Certified Financial Planner, or CFP, is a financial professional who is approved by the Certified Financial Planner Board of Standards. A typical Certified Financial Planner is an experienced financial expert whose job it is to advise clients on the matters of income tax planning, retirement planning, and estate planning. A Certified Financial Planner may also assist a client in investment planning, risk management, as well as small business planning. In order to become a fully licensed Certified Financial Planner, one must endure a series of rigorous examinations. Furthermore, a Certified Financial Planner is required to complete a yearly continuing education course in order to maintain the Certified Financial Planner standing. A strong emphasis is made on professional conduct and adherence to the Certified Financial Planner code of ethics. When selecting a Certified Financial Planner it is recommended that the potential client inquires about his or her professional experience, background, and references.


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Certified Financial Planner. PayrollHeaven.com. Payroll & Accounting Heaven Ltd. November 29, 2020 https://payrollheaven.com/define/certified-financial-planner/.
Chicago Manual of Style (CMS):
Certified Financial Planner. PayrollHeaven.com. Payroll & Accounting Heaven Ltd. https://payrollheaven.com/define/certified-financial-planner/ (accessed: November 29, 2020).
American Psychological Association (APA):
Certified Financial Planner. PayrollHeaven.com. Retrieved November 29, 2020, from PayrollHeaven.com website: https://payrollheaven.com/define/certified-financial-planner/

Definition Sources


Definitions for Certified Financial Planner are sourced/syndicated and enhanced from:

  • A Dictionary of Economics (Oxford Quick Reference)
  • Oxford Dictionary Of Accounting
  • Oxford Dictionary Of Business & Management

This glossary post was last updated: 4th February, 2020 | 1 Views.