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CFG (Certified Financial Planner Global — also called CGP)

ANBIMA-administered alternative to Planejar's CFP — same scope, different regulatory recognition.

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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

Site oficial →

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

CEA (Certificação de Especialista em Investimentos ANBIMA)

Premier credential for Brazilian investment advisory; required at Itaú Private Bank, Bradesco Privat