Certified Financial Planner Board of Standards, Inc. (CFP Board)

at 1425 K Street, NW, Suite 500, Washington, 20005 United States

CFP® certification – the recognized standard of excellence in personal financial planning.


Certified Financial Planner Board of Standards, Inc. (CFP Board)
1425 K Street, NW, Suite 500
Washington , DC 20005
United States
Contact Phone
P: ---
Website
http://www.CFP.net

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Non-profit organization category, Washington, District of Columbia

White Coat Waste Movement
PO Box 26029 Washington , DC 20001 United States

Taxpayers against worthless government animal experiments.

Certified Financial Planner Board of Standards, Inc. (CFP Board)
1425 K Street, NW, Suite 500 Washington , DC 20005 United States

CFP® certification – the recognized standard of excellence in personal financial planning.

National Dental Association
3517 16th St NW Washington, District of Columbia , DC 20010 United States

We would like to thank everyone for coming to celebrate the 100th Anniversary of the NDA. We hope that you join us again in New Orleans July 25 - 29, 2014.

In honor of next week’s CFP® exam, here’s a question to see what you know about financial planning: A young, single client approaches a CFP® professional with $5,000 stating that he would like to develop a financial plan and invest in the market. This is his first experience investing and he would like help choosing an appropriate account. What is the CFP® professional’s most appropriate course of action? a. Open a brokerage account with margin b. Open and fund a Roth IRA for the current year c. Determine whether the client has any consumer debt d. Determine whether the client has adequate life insurance Answer a, b, c or d in the comments below and stay tuned for the answer tomorrow!