?注册财务计划师
certified data processor 注册数据处理师 certified financial planners 注册财务计划师 certified financial statement 已审核财务报表，已审核会计报表 ..
?规划师
虽然一流的财务规划师愈来愈多，尤其是那些获得了注册财务规划师(Certified Financial Planners)证书的，但要找到他们，却必须做大量的“家庭作业”，下面是来自几位财务规划师的一些建议：
?直至财务策划师认证
直至财务策划师认证（Certified Financial Planners，CFP）制度的建立，行业才走进成熟稳定发展期。CFP制度的最大特点是，宣导从业者在提供财务策划服务时，只能帮...
?划师认证
随着美国个人财务策划师认证（Certified Financial Planners，CFP）制度的建立，市场混同问题逐渐得以解决，美国个人理财业进入成熟稳定发展期。
注册财务计划师协会
执业财政计划师小组
注册财务计划师
Certified financial planners, financial recovery counselors, and certified coaches with financial backgrounds are all good options.
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Certified Financial Planners are also required to maintain their certifications by completing yearly continuing education programs.
FORBES: Differences Between Stockbrokers, Investment Advisors And Financial Planners
Depending on your resources, there are a variety of solutions, from non-profit credit counselors to Certified Financial Planners.
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