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Rating:The Certified Financial Planner designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards in the United States, Financial Planning Standards Council in Canada and 22 other organizations affiliated with Financial Planning Standards Board, the international owner of the CFP mark outside of the United States.
read moreA financial planner or personal financial planner is a practising professional who prepares financial planning for people covering various aspects of personal finance which includes: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning. One of the key objectives with which a financial planner works is to provide inflation and risk adjusted returns for its clients The work engaged in by this professional is commonly known as ''personal financial planning''. In carrying out the planning function, he is guided by the ''financial planning process'' to create a financial plan; a detailed strategy tailored to a client's specific situation, for meeting a client's specific goals.
read moreThe title Chartered Financial Planner is the most widely accepted "gold standard" qualification available for professional financial planners/ financial advisers in the United Kingdom. At the end of November 2010 there are over 2,000 individuals who hold the title Chartered Financial Planner.
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