CERTIFIED FINANCIAL PLANNER™ (CFP®)
A professional designation granted by the CFP Board to individuals who meet requirements in education, examination, experience, and ethics. CFP® professionals must act as fiduciaries when providing financial advice and must follow a six-step financial planning process. The designation does not dictate a compensation model — CFP® professionals may be fee-only, fee-based, or commission-based.
Often confused with:
CFA, ChFC