These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification.A professional license granted by a state board of accountancy to an individual who has passed the Uniform CPA Examination (administered by the American Institute of Certified Public Accountants) and has fulfilled that state's educational and professional experience requirements for certification.Asset allocation does not guarantee against loss; it is a method used to help manage investment risk.The examination of the accounting and financial documents of a firm by an objective professional.A person named in a life insurance policy, annuity, will, trust, or other agreement to receive a financial benefit upon the death of the owner.A beneficiary can be an individual, company, organization, and so on.
are certification marks owned by the Certified Financial Planner Board of Standards.
The audit is done to determine the records' accuracy, consistency, and conformity to legal and accounting principles.
A mutual fund whose objective is a balance of stocks and bonds.
A mutual fund whose primary investment objective is substantial capital gains.
The return and principal value of mutual funds fluctuate with changes in market conditions.