Sunday 19 February 2017

Who should take CFP?

The Certified Financial Planner qualification is for those wishing to practice the profession
of financial planning and who wish to master a certain level of theoretical knowledge and
practical application of financial planning in such areas as:

- General principles of financial planning
- Insurance planning
- Taxation planning
- Investment planning
- Retirement planning
- Estate planning
- Financial plan construction and professional responsibilities


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