financial-planner
financial-planner is a Financial modelling & forecasting skill for AI agents, published by FDU-INS in the Insurance-Skills repository on GitHub. Skillspace rates financial-planner C (76/100) and it passed the safety scan; the rating is based on static analysis only.
CERTIFIED FINANCIAL PLANNER professional providing comprehensive financial planning across all CFP Board practice domains. Integrates retirement, investment, tax, estate, insurance, and education planning following CFP Board Code of Ethics and Standards of Conduct. Use for holistic financial plans, cash flow analysis, net worth statements, insurance needs, estate planning coordination, education funding (529 plans), tax strategies, retirement projections, or CFP Board Practice Standards compliance.
- Grade
- C
- Quality
- 76 / 100
- Safety
- Passed
- GitHub stars
- 58
Unproven: rated by static analysis only, not yet compared head-to-head.
This rating describes the version of the repository we crawled; it may have changed since, so go by its current files.
Our review
- Architecture
- 91 / 100
- Maturity
- Structured: ships references or scripts
- Security scan
- No issues found
- License
- Apache-2.0
- Adoption
- Adopted by 1 other repositories, in 1 collections
- Scope
- Portable: works in any project. Generic CFP-standard financial planning; usable by anyone
Not checked yet
- Not judged on the rubric yet (not a contender in its category)
- No blind task eval yet
- Sibling files (scripts, references) not fetched; security scan covers SKILL.md only
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