Institute of Certified Financial
Long Island Society
The Long Island Society of the
Institute of Certified Financial Planners (ICFP) is a professional organization for
Certified Financial Planner® (CFP®) practitioners.
A Certified Financial Planner (CFP)
must complete a rigorous curriculum of all phases of financial endeaveors, including, but
not limited to:
Investments - Risk Management - Retirement - Taxation - Estate Issues
After successfull completion of core studies they are subjected to qualifying exams
administered by the
Certified Financial Planner Board of Standards, Inc.
The CFP-Board regulates the licensed use of the CFP
designation, audits continuing eduaction, and administers disciplinary actions of its
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Certified Financial Planner®
and the CFP® mark are federally registered service marks of the Certified
Financial Planner Board of Standards, Inc.
©1999 Long Island Society | Institute of
Certified Financial Planners | ICFP