EXPIRED ON APRIL 30, 2025 This certification has expired and is no longer valid.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

Malhar Joshi

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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

April 11, 2024

Expired on

April 30, 2025

Retirement and Tax Planning Specialist Certification

Malhar Joshi

Issued on

Expired on

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