CERTIFIED FINANCIAL PLANNER Definition

Bookmark and Share

CERTIFIED FINANCIAL PLANNER (CFP) is a financial planner who has received a license from the Institute of Certified Financial Planners, indicating that he/she was trained in investments, budgeting, taxes, banking, estate planning and insurance. Some CFPs work on commission for the products they sell, and some work for a flat hourly fee.

Learn new Accounting Terms

UP-FRONT PAYMENT is anything of value, usually money, delivered at the time a contract is signed, e.g. down payment, licensing fees, or closing costs.

ADJUSTED BASIS see BASIS.

Suggest a Term

Enter Search Term

Enter a term, then click the entry you would like to view.