A financial planner is a professional specializing in creating comprehensive
financial plans based on data gathered from the client, including family
profile, income and expenses, assets and liabilities, insurance and the
client's desires and goals. A financial planner coordinates as necessary
with other professionals such as attorneys, insurance and real estate consultants
and certified public accountants/tax accountants, and assists in implementing
the plan.
To obtain certification from the JAFP and, therefore, receive authorization to use
 , CFP® and CERTIFIED FINANCIAL PLANNER® marks or  and AFFILIATED FINANCIAL PLANNER®, the prescribed Education, Examination, Experience and Ethics (four Es) requirements must be met.
Financial Planning Standards Board Ltd. (FPSB) owns , CFP® and CERTIFIED FINANCIAL PLANNER® marks outside the United States.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the
CFP marks in the U.S. and its territories. Each organization is responsible
for establishing, enforcing and promoting standards for CFP® certification
to benefit and protect the public in its territory. Japan Association for
Financial Planners is the marks licensing authority for the CFP marks
in Japan, through agreement with FPSB.
, AFFILIATED FINANCIAL PLANNER®, and AFFILIATED FINANCIAL PLANNER (spelled
in Japanese Katakana characters)® are registered trademarks of the
Japan Association for Financial Planners.
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