Certified Financial Planner

Certified Financial Planner

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Certified Financial Planner

Certified Financial Planner definition:  A certified financial planner (CFP) has passed the certification requirements of the Certified Financial Planner Board of Standards, including exams, education and experience requirements.

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We run the Family Offices Group, the #1 largest family office association with 84,000+ global members. We offer live events, a bestselling book, Webinars, a family office database, and a family office training & certificate program called the Qualified Family Office Professional (QFOP). To get to know us please watch this 2 minute video, and contact us any time during pacific business hours by calling (212) 729-5067 or emailing us at Clients@FamilyOfficesGroup.com.

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