EXPIRED ON MARCH 31, 2024 This certification has expired and is no longer valid.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.

Investment Planning Specialist Certification

Palavi Karbhari

View All Credentials

Investment Specialists have completed the FPSB Investment Specialist course and have passed an examination to validate learning.

Issued on

March 2, 2023

Expired on

March 31, 2024

Job Insights

These are the most common job titles and employers with the most open positions related to this credential.

Top job titles related to this credential

Chart

Table

Top Employers