TERMIUM Plus®
The Government of Canada’s terminology and linguistic data bank.
certified financial planner [2 records]
Record 1 - external organization data 2022-12-09
Record 1, English
Record 1, Subject field(s)
- Compartment - National Occupational Classification (NOC)
Record 1, Main entry term, English
- certified financial planner
1, record 1, English, certified%20financial%20planner
correct
Record 1, Abbreviations, English
Record 1, Synonyms, English
Record 1, French
Record 1, Domaine(s)
- Tiroir – Classification nationale des professions (CNP)
Record 1, Main entry term, French
- planificateur financier certifié
1, record 1, French, planificateur%20financier%20certifi%C3%A9
correct, masculine noun
Record 1, Abbreviations, French
Record 1, Synonyms, French
- planificatrice financière certifiée 1, record 1, French, planificatrice%20financi%C3%A8re%20certifi%C3%A9e
correct, feminine noun
Record 1, Textual support, French
Record 1, Spanish
Record 1, Textual support, Spanish
Record 2 - internal organization data 1989-07-13
Record 2, English
Record 2, Subject field(s)
- Occupation Names (General)
- Investment
Record 2, Main entry term, English
- certified financial planner
1, record 2, English, certified%20financial%20planner
correct
Record 2, Abbreviations, English
- CFP 2, record 2, English, CFP
correct
Record 2, Synonyms, English
Record 2, Textual support, English
Record number: 2, Textual support number: 1 CONT
A certified financial planner (CFP) evaluates and analyzes a person's total investment picture, taking into consideration goals, lifestyles, and income. While it is not necessary to become certified to be a financial planner, about 14,000 planners are certified, according to the International Board of Standards and Practices for Certified Financial Planners (IBCFP). 1, record 2, English, - certified%20financial%20planner
Record 2, French
Record 2, Domaine(s)
- Désignations des emplois (Généralités)
- Investissements et placements
Record 2, Main entry term, French
- planificateur financier agréé
1, record 2, French, planificateur%20financier%20agr%C3%A9%C3%A9
proposal, masculine noun
Record 2, Abbreviations, French
Record 2, Synonyms, French
Record 2, Textual support, French
Record 2, Spanish
Record 2, Textual support, Spanish
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