What does the CFP® and RIA initials mean?
An adviser who has been awarded the CFP™ certification is a CERTIFIED FINANCIAL PLANNER™ professional. A person designated with the CFP™ certification completed a requisite series of courses offered by the College for Financial Planning and successfully passed written examinations in taxation, retirement planning, insurance, estate planning, and investments administered by the Certified Financial Planner Board of Standards. Furthermore, an adviser designated as a CFP™ professional must fulfill certain continuing education requirements throughout his or her career.
