CFG (Certified Financial Planner Global — also called CGP)
ANBIMA-administered alternative to Planejar's CFP — same scope, different regulatory recognition.
Aviso: esta página contém links de afiliados.
Site oficial →Fundado
2018
Sede
Rio de Janeiro / São Paulo, Brazil
Público-alvo
Brazilian financial planning specialists — alternative ANBIMA path competing with Planejar's CFP-Brazil.
Principais características
- Single proctored exam covering planning fundamentals (similar scope to CFP-Brazil but ANBIMA-administered)
- ANBIMA recognition as Especialista em Planejamento Financeiro
- Smaller community (~2,000+ active holders) than Planejar's CFP
- Three-year recertification
Como obter esta certificação
Pré-requisitos
None to sit.
Por que se certificar — ROI
Impacto salarial
Comparable to CFP-Brazil for advisory roles.
Benefícios de carreira
- O que a diferencia
- ANBIMA-administered alternative to Planejar's CFP — same scope, different regulatory recognition.
- Reconhecimento do setor
- ANBIMA proprietary; CVM-recognised.
Quem deve obter esta certificação
Ideal para:
- Brazilian financial planning specialists — alternative ANBIMA path competing with Planejar's CFP-Brazil.
Considere alternativas se:
- Less FPSB-global portability than Planejar's CFP-Brazil
- Smaller community
Preços
Os preços variam.
Pontos fracos
- Less FPSB-global portability than Planejar's CFP-Brazil
- Smaller community
Mercados atendidos
Brazil
Aviso: esta página contém links de afiliados.
Comparar com certificações semelhantes
CPA-10 (Certificação Profissional ANBIMA - Série 10)
The mandatory entry credential for selling financial products at Brazilian bank branches. Required b
CPA-20 (Certificação Profissional ANBIMA - Série 20)
Authorizes Brazilian bank advisors to sell complex investment products and serve mass-affluent tiers