Certified Financial Planner (CFP®)

CFP® Is stand for CERTIFIED FINANCIAL PLANNER® by Financial Planning Standards Board (FPSB) – Indonesia. CFP® is international certification program for financial service industry professionals. The purpose of CFP® certification is to enhance the competency and build good reputation in order to service the clients more professionally.

CERTIFIED FINANCIAL PLANNER® is the recognized standard excellent for financial advisory services such as Financial Planning, Retail Banking, Insurance, Mutual Fund, Estate Planning and Wealth Management.

“The Certified Financial Planner or CFP, designation is considered the gold standard in this crowd. CFPs are required to be knowledgeable about financial-planning topics including insurance, employee benefits, investments, taxes and estate planning”

(Wall Street Journal, 1/28-29/06)

“With over 2.5 million clients, more CERTIFIED FINANCIAL PLANNER(TM) practitioners than any other firm, strong asset management capabilities, … and a robust insurance and annuities business, Ameriprise Financial will be a leader in the industry.”

Jim Cracchiolo, chairman and CEO of AEFA (American Express Financial Advisors) announcing the launch of Ameriprise Financial

“More than 60% of Financial planners and wealth manager specialist working in banks in Canada are CFP™, and about 40% are PFP from bankers Association”

Financial Planning Standards Council of Canada

Indonesia CFP® certification have the highest qualification among local financial planner certification institutes as well as other CFP® certification institutes in the world. Currently, The 102,099 CFP® holders in the world.


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