A legal document that states what people want done with their property after they die (e.g., charitable donations, distributions to their heirs) and who they want to manage their financial affairs, settle their estate, and serve as guardian for minor children.
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.