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) in the United States, and by 25 other organizations affiliated with Financial Planning Standards Board (FPSB), the owner of the CFP mark outside of the United States. The certification is generally viewed as the gold standard designation in the financial planning industry. The certification is not a government designation, nor an accredited degree, but is managed by the Certified Financial Planner Board of Standards, Inc. (CFP Board) which was founded in 1985 as a 501(c)(3) non-profit organization.
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| - Certified Financial Planner (en)
- Certified Financial Planner (de)
- 국제재무설계사 (ko)
- Certified Financial Planner (pt)
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| - 국제재무설계사(國際財務設計士, Certified Financial Planner, CFP)는 재무설계사를 지칭하는 전문자격증이다. CFP 자격인증자는 개인 고객들에게 재무설계 서비스를 제공하는 전문가이다. 개인의 재무적, 비재무적 정보를 수집, 분석하고 개인의 목표에 따라 재무계획을 수립,실행하고 점검함으로써 개인이 재무목표를 달성할 수 있도록 도와주는 재무설계사이다. 이 자격증은 미국의 CFP 위원회(CFP Board)와 캐나다의 재무설계사 표준 위원회(Financial Planning Standards Council), 그 외 다른 국가에서 CFP수여를 담당하는 국제FPSB (Financial Planning Standards Board) 소속 26여 개의 기관들이 부여한다. (ko)
- 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) in the United States, and by 25 other organizations affiliated with Financial Planning Standards Board (FPSB), the owner of the CFP mark outside of the United States. The certification is generally viewed as the gold standard designation in the financial planning industry. The certification is not a government designation, nor an accredited degree, but is managed by the Certified Financial Planner Board of Standards, Inc. (CFP Board) which was founded in 1985 as a 501(c)(3) non-profit organization. (en)
- Der Certified Financial Planner (CFP) (zertifizierter Finanzplaner) ist ein international verbreitetes Zertifikat, das auf Antrag Personen verliehen wird, die professionell in der privaten Finanzplanung tätig sind und die Zertifizierungsbedingungen erfüllen. Der markenrechtlich geschützte Begriff und die Bildmarke sind Eigentum des Financial Planning Standards Board (FPSB) Ltd. mit Sitz in Denver, USA. Weltweit sind mehr als 188.000 Personen zertifiziert (Stand 31. Dezember 2019), in Deutschland gibt es 1.514 Zertifikatsträger, in Österreich 333 und in der Schweiz 295. (de)
- A designação de Certified Financial Planner ( CFP ) é uma marca de certificação profissional para planejadores financeiros conferida pelo Certified Financial Planner Board of Standards (CFP Board) nos Estados Unidos e por 25 outras organizações afiliadas ao Financial Planning Standards Board (FPSB ), o proprietário da marca CFP fora dos Estados Unidos. A certificação não é uma regulamentação do governo, nem um diploma credenciado, e é propriedade da Kaplan Corporation, com fins lucrativos, nos Estados Unidos. (pt)
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| - Der Certified Financial Planner (CFP) (zertifizierter Finanzplaner) ist ein international verbreitetes Zertifikat, das auf Antrag Personen verliehen wird, die professionell in der privaten Finanzplanung tätig sind und die Zertifizierungsbedingungen erfüllen. Der markenrechtlich geschützte Begriff und die Bildmarke sind Eigentum des Financial Planning Standards Board (FPSB) Ltd. mit Sitz in Denver, USA. In 26 Ländern wird das Zertifikat in Lizenz durch jeweils eine lokale Organisationen vergeben, in Deutschland durch das Financial Planning Standards Board Deutschland e.V. mit Sitz in Frankfurt/Main, in Österreich durch „Österreichischer Verband Financial Planners“ (Austrian Financial Planners – AFP) und in der Schweiz durch die Swiss Financial Planners Organization (SFPO). Weltweit sind mehr als 188.000 Personen zertifiziert (Stand 31. Dezember 2019), in Deutschland gibt es 1.514 Zertifikatsträger, in Österreich 333 und in der Schweiz 295. (de)
- 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) in the United States, and by 25 other organizations affiliated with Financial Planning Standards Board (FPSB), the owner of the CFP mark outside of the United States. The certification is generally viewed as the gold standard designation in the financial planning industry. The certification is not a government designation, nor an accredited degree, but is managed by the Certified Financial Planner Board of Standards, Inc. (CFP Board) which was founded in 1985 as a 501(c)(3) non-profit organization. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee. In the United Kingdom, the CFP licence/designation is available to financial planners through membership of the Chartered Institute of Securities & Investment (CISI). (en)
- 국제재무설계사(國際財務設計士, Certified Financial Planner, CFP)는 재무설계사를 지칭하는 전문자격증이다. CFP 자격인증자는 개인 고객들에게 재무설계 서비스를 제공하는 전문가이다. 개인의 재무적, 비재무적 정보를 수집, 분석하고 개인의 목표에 따라 재무계획을 수립,실행하고 점검함으로써 개인이 재무목표를 달성할 수 있도록 도와주는 재무설계사이다. 이 자격증은 미국의 CFP 위원회(CFP Board)와 캐나다의 재무설계사 표준 위원회(Financial Planning Standards Council), 그 외 다른 국가에서 CFP수여를 담당하는 국제FPSB (Financial Planning Standards Board) 소속 26여 개의 기관들이 부여한다. (ko)
- A designação de Certified Financial Planner ( CFP ) é uma marca de certificação profissional para planejadores financeiros conferida pelo Certified Financial Planner Board of Standards (CFP Board) nos Estados Unidos e por 25 outras organizações afiliadas ao Financial Planning Standards Board (FPSB ), o proprietário da marca CFP fora dos Estados Unidos. A certificação não é uma regulamentação do governo, nem um diploma credenciado, e é propriedade da Kaplan Corporation, com fins lucrativos, nos Estados Unidos. Para receber autorização para usar a designação, o candidato deve atender aos requisitos de educação, exame, experiência e ética e pagar uma taxa de certificação contínua. As informações referem-se especificamente à certificação CFP nos Estados Unidos. No Reino Unido, a licença / designação CFP está disponível para planejadores financeiros por meio da associação ao Chartered Institute of Securities & Investment (CISI). (pt)
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