
CFP ®,Áï CERTIFIED FINANCIAL PLANNER™´Â Financial PlanningÀÇ Àü¹®¼ºÀ» ³ô¿© °øÀÍ¿¡ ±â¿©Çϱâ
À§ÇÏ¿© ¹Ì±¹ÀÇ CFP Board°¡ ±¹Á¦Àû ±âÁØ¿¡ µû¶ó À±¸®, ±³À°, °æÇè, ÀڰݽÃÇèÀÇ 4°¡Áö ±âº»ÀûÀÎ ÀÚ°ÝÀÎÁõ¿ä°Ç(4E's)À» ÃæÁ·ÇÏ´Â
Àü¹® ÀÎÀ縦 ¼±¹ßÇÏ¿© °í°´¿¡°Ô Á¾ÇÕ±ÝÀ¶¼ºñ½º¸¦ Á¦°øÇÒ ¼ö ÀÖ´Â ÀÚ°ÝÀ» ÀÎÁõÇÑ Á¾ÇÕ °³ÀÎ À繫 ¼³°è»ç¸¦ ÀǹÌÇÕ´Ï´Ù.
1930³â´ë¿¡ ÀÌ¹Ì °í°´ÀÇ ÀÚ»ê°ü¸®¿¡ ´ëÇÑ ÀϹÝÀûÀÎ ¿µ¾÷»óÀÇ ÀÚ¹®ÀÌ ½ÃÀ۵Ǿú´ø ¹Ì±¹¿¡¼´Â 1969³â, ±¹Á¦FPÇùȸ(IAFP, International
Association for Financial Planning)ÀÇ ¼³¸³ ÀÌÈÄ º»°ÝÀûÀ¸·Î ÆÄÀ̳½¼È Ç÷¡´×ÀÌ Ã¼°èÈ µÇ±â ½ÃÀÛÇÏ¿© 1972³â¿¡
CFP® ÀÎÁõÇùȸ(ICFP, Institute of Certified Financial Planners)°¡ ¼³¸³µÇ¾ú½À´Ï´Ù.
ICFPÀÇ ¼³¸³°ú ÇÔ²² CFP®¿¡ ´ëÇÑ ±¹¹ÎÈ«º¸, Àç±³À°, ¼¼¹Ì³ª °³ÃÖ µîÀÌ Áö¼ÓÀûÀ¸·Î ¿î¿µÀÌ µÇ¾î ÆÄÀ̳½¼È
Ç÷¡´× ¼ºñ½º°¡ ºñ¾àÀûÀ¸·Î ¹ßÀüÇÏ¿´½À´Ï´Ù. 1985³â¿¡´Â ȯ°æÀûÀÎ º¯È¿¡ ´ëÇÑ ´ëÀÀ°ú ¶Ç ÇѹøÀÇ µµ¾àÀ» À§ÇÏ¿© CFP Board°¡ ¹ßÁ·µÇ¾î
ÀÌÈÄÀÇ CFP® Ç¥Àå, CFP® ÀÎÁõ½ÃÇè, CFP®
ÀÚ°ÝÀÎÁõ, À±¸®±ÔÁ¤, ¾÷¹«±âÁØ, ¡°è±ÔÁ¤ ¹× ÀýÂ÷ µî CFP® ÀÚ°ÝÀÎÁõ Á¦µµ Àü¹Ý¿¡ °ÉÄ£ °ü¸®°¡ CFP Board¿¡¼
ÀÌ·ç¾î Áö°í ÀÖ½À´Ï´Ù.
CFP® ÀÚ°Ý ÀÎÁõ Á¦µµ´Â CFP® ÀÚ°ÝÀÎÁõÀÚÀÇ ±Ô¸ð ¸é¿¡¼ 1986³âµµ 1¸¸2õ ¿©¸í
Á¤µµÀÇ CFP® ÀÚ°ÝÀÎÁõÀÚ¿¡¼ 2001³â 8¿ù¸», 17°³ ȸ¿ø±¹¿¡ 6¸¸4õ221¸íÀ¸·Î 535%³ª ¼ºÀåÇÏ¿´½À´Ï´Ù.
CFP® ¹× CERTIFIED FINANCIAL PLANNER ™ ´Â ¼¼°èÀûÀ¸·Î ƯÇã µî·ÏµÇ¾î CFP BoardÀÇ ¾ö°ÝÇÑ
±âÁØ¿¡ ÀÇÇØ °ü¸®µÇ°í ÀÖÀ¸¸ç, CFP BoardÀÇ µ¿ÀÇ ¾øÀÌ´Â ´©±¸µµ CFP®¶ó´Â À̸§°ú ½Éº¼¸¶Å©¸¦
»ç¿ëÇÒ ¼ö ¾øÀ¸¸ç ¸¸ÀÏ À§¹Ý½Ã ¸ðµç Á¦ÀçÁ¶Ä¡¸¦ ¹Þ°Ô µË´Ï´Ù.
±¹³»¿¡¼ CFP®ÀÚ°ÝÀÎÁõÇ¥ÀåÀº FPSB Korea°¡ µ¶Á¡ »ç¿ë±ÇÀ» °¡Áö°í ÀÖ½À´Ï´Ù.
|
|