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Useful Definitions

The Certified Financial Planner (CFP®) designation is a certification mark for financial planners conferred by the Certified Financial Planner Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements. For CFP® certification, students must master a list of 89 topics on integrated financial planning.The topics cover major planning areas such as: General principles of financial planning, insurance planning, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning.

Certified Public Accountant (CPA) is the statutory title of qualified accountants in the United States who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements for certification as a CPA. In most U.S. states, only CPAs who are licensed are able to provide to the public attestation (including auditing) opinions on financial statements.

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