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certified financial planner investment & finance definition

A professional designation given by the Certified Financial Planner Board of Standards to applicants who complete course work on six subjects: investment planning, financial planning, income tax planning, insurance planning, retirement planning, and employee benefits and estate planning; pass a two-day examination; and meet ethics and experience standards. Continuing education is also required. Those who want to help people plan their finances and invest their money can obtain this qualification.

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