Certified Financial Planner

Certified Financial Planner Santa Barbara Business Tax Accountants

CFP® Professionals Are Held to Strict Ethical Standards to Ensure Financial Planning Recommendations Are in Your Best Interest

A CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. Curriculum contains five core courses that cover the following planning topics: estate planning, tax planning, investment planning, education planning, insurance planning, ethics, retirement planning, and the financial planning process.

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