Individual tax form that is slightly more difficult to complete than the 1040EZ. This is available for those who don’t itemize; whose taxable income is less than $50,000; and whose income is only from wages, salaries, tips, interest, and ordinary dividends, capital gains, taxable scholarship and fellowship grants, pensions, annuities and IRAs, unemployment income, and social security.
CFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.