EXPIRED ON FEBRUARY 28, 2025 This certification has expired and is no longer valid.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

Meet Trivedi

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 6, 2023

Expired on

February 28, 2025

Retirement and Tax Planning Specialist Certification

Meet Trivedi

Issued on

Expired on

Issue Credentials

Credential Recipients