Asset allocation
The placement of a certain amount of one’s investment capital within different types of asset classes (e.g., 50% stock, 30% bonds, and 20% cash).
The placement of a certain amount of one’s investment capital within different types of asset classes (e.g., 50% stock, 30% bonds, and 20% cash).
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.