25.8.20
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EXPIRED ON DECEMBER 31, 2024 Note this credential is now expired.

CFP® Certification - Global Excellence in Financial Planning

Having completed the education, examination, experience and ethics requirements for certification and having agreed to abide by the Code of Ethics and Professional Responsibility and Financial Planning Practice Standards is hereby authorized to use the CFP®, CERTIFIED FINANCIAL PLANNER® and the mark in Southern Africa, with all rights and privileges pertaining thereto and subject to periodic renewal requirements as established and amended from time to time.

Issued on

January 1, 2024

Expired on

December 31, 2024
Job Insights

These are the most common job titles and employers with the most open positions related to this credential.

Showing results for United States.

Top job titles related to this credential
0.0 0.0 2.0 2.0 4.0 4.0 6.0 6.0 Percentage RELATIONSHIP MANAGER RELATIONSHIP MANAGER SENIOR FINANCIAL ADVISOR SENIOR FINANCIAL ADVISOR WEALTH MANAGEMENT CLIENT ASSOCIATE WEALTH MANAGEMENT CLIENT ASSOCIATE
0.0 0.0 1.0 1.0 2.0 2.0 3.0 3.0 4.0 4.0 5.0 5.0 6.0 6.0 7.0 7.0 Percentage
Legend
  • RELATIONSHIP MANAGER
  • SENIOR FINANCIAL ADVISOR
  • WEALTH MANAGEMENT CLIENT ASSOCIATE
Top Employers
0 0 50 50 100 100 150 150 200 200 250 250 300 300 Jobs JPMorgan Chase JPMorgan Chase Citizens Citizens Northwestern Mutual Northwestern Mutual Charles Schwab Charles Schwab Ameriprise Financial Ameriprise Financial
0 0 50 50 100 100 150 150 200 200 250 250 300 300 Jobs
Legend
  • JPMorgan Chase
  • Citizens
  • Northwestern Mutual
  • Charles Schwab
  • Ameriprise Financial