EXPIRED ON OCTOBER 20, 2023 This certification has expired and is no longer valid. The certificant had previously met CFP certification requirements and was previously in good standing to use the registered certification marks, CERTIFIED FINANCIAL PLANNER, CFP and logo, but has not renewed and is no longer in good standing.

Retirement and Tax Planning Specialist Certification

Marg Girish Shah

View All Credentials

Certificants need to complete the Retirement and Tax Planning Course requirements and pass the Retirement and Tax Planning Exam in order to qualify for this specialist credential.

Issued on

February 20, 2023

Expired on

October 20, 2023

Retirement and Tax Planning Specialist Certification

Marg Girish Shah

Issued on

Expired on

Issue Credentials

Credential Recipients