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 5 5 10 10 15 15 20 20 Percentage FINANCIAL ADVISOR FINANCIAL ADVISOR FINANCIAL PLANNING DIRECTOR FINANCIAL PLANNING DIRECTOR WEALTH MANAGER WEALTH MANAGER
0 0 5 5 10 10 15 15 20 20 Percentage
Legend
  • FINANCIAL ADVISOR
  • FINANCIAL PLANNING DIRECTOR
  • WEALTH MANAGER
Top Employers
0 0 50 50 100 100 150 150 200 200 250 250 Jobs JPMorgan Chase JPMorgan Chase Citizens Citizens Charles Schwab Charles Schwab Northwestern Mutual Northwestern Mutual Ameriprise Financial Ameriprise Financial
0 0 50 50 100 100 150 150 200 200 250 250 Jobs
Legend
  • JPMorgan Chase
  • Citizens
  • Charles Schwab
  • Northwestern Mutual
  • Ameriprise Financial