A Certified Financial Planner (CFP) is an individual who has received an official appointment from the Board of Certified Financial Planners, Inc.
CFPs help people in various areas of managing their finances such as retirement, investing, education, insurance and taxes.
Becoming a CFP is one of the most complex and rigorous processes in terms of financial advisors. This requires years of experience, passing standardized exams, demonstrating ethics, and formal education.
The most important aspect of CFPs is that they have a fiduciary duty, which means that they must make decisions in the best interest of their client.
The Government Accounting Standards Board (GASB) is a private non-governmental organization that develops accounting standards for state and local governments.
Investment managers are people or organizations who engage in all activities related to financial planning, investing and portfolio management for individuals or organizations.
The MPA is a master’s degree in public relations that prepares recipients of this degree for leadership positions in government and non-governmental organizations.
The National Association of Certified Appraisers and Analysts (NACVA) is a group of business professionals who provide valuation and litigation services.
Personal Financial Specialist (PFS) is a certification for Chartered Public Accountants (CPA) allowing them to expand their experience to include financial planning and asset management.