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Certified Financial Planner - The Certified Financial Planner (CFP) and certification marks are financial planning credentials awarded by the Certified Financial Planner Board of Standards Inc. to individuals who meet education, examination, experience and ethics requirements.

Financial planner - Financial planners are professionals who perform a variety of services for their clients. A few of these services are investing, insurance, tax strategies, and general retirement planning.

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Stock broker - A stock broker is a person that performs transactions in financial instruments on a stock market as an agent of his or her clients who are unable, unwilling, or lack the expertise to trade for themselves. Titles associated with this role include financial planner, financial consultant, financial advisor, Investment advisor (or investment adviser), and portfolio manager, which normally includes further training at the brokerage or firm level.

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