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  2. Professional certification in financial services - Wikipedia

    en.wikipedia.org/wiki/Professional_certification...

    The Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the CFP Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.

  3. Chartered Financial Analyst - Wikipedia

    en.wikipedia.org/wiki/Chartered_Financial_Analyst

    The Chartered Financial Analyst ( CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals. The program teaches a wide range of subjects relating to advanced investment ...

  4. Certified Financial Planner - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial_Planner

    The Certified Financial Planner certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) [ 1] in the United States, and by 25 other organizations affiliated with the Financial Planning Standards Board (FPSB), [ 2] the owner of the CFP mark outside of ...

  5. How to Find a Certified Financial Planner (CFP) For 2023 - AOL

    www.aol.com/finance/certified-financial-planner...

    A certified financial planner (CFP) is a financial professional that has earned the title by going through multiple educational courses and passing a series of exams. In order to earn and keep the ...

  6. What Is a Financial Planner and When Do You Need One? - AOL

    www.aol.com/finance/financial-planner-one...

    A certified financial planner has completed college-level coursework in personal finance planning. A CFP must also build up thousands of hours of financial planning experience, pass a national ...

  7. What to Expect From the Certified Financial Planner Exam - AOL

    www.aol.com/finance/expect-certified-financial...

    If you're interested in becoming a certified financial planner, passing the CFP exam is a necessary step. The CFP exam is a 170-question multiple choice test that's designed to thoroughly test ...

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