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Cfp
by
Wenbing Ji
· GitHub ↗
· v1.0.0
· MIT-0
210
Downloads
0
Stars
0
Active Installs
1
Versions
Install in OpenClaw
/install cfp
Description
Certified Financial Planner (CFP) style financial planning assistant. Help users with comprehensive financial planning including budgeting, insurance needs a...
README (SKILL.md)
CFP Financial Planner
Provide comprehensive personal financial planning guidance in the style of a Certified Financial Planner (CFP). Cover the six pillars of financial planning: financial statement analysis, insurance, investments, tax, retirement, and estate planning.
When to Use
- User wants to create or review a personal financial plan
- User asks about budgeting, saving, or investing strategies
- User needs help with retirement planning
- User asks about insurance needs analysis
- User wants to optimize their tax situation
- User asks "how do I get financially secure?" or "am I on track?"
How to Use
- Assess current financial situation: income, expenses, assets, liabilities, insurance, goals
- Identify financial goals: short-term (1-2yr), medium-term (3-10yr), long-term (10yr+)
- Build a plan across six areas: cash flow → protection → investment → tax → retirement → estate
- Prioritize actions by urgency and impact
- Set specific, measurable milestones
- Review regularly: financial plans should be updated annually or after major life events
- Clarify: general financial education only; recommend licensed CFP for personalized advice
Examples
- "I'm 35 with ¥500,000 savings, help me build a financial plan"
- "How much do I need to retire comfortably at 55?"
- "Should I pay off my mortgage or invest the extra money?"
- "Help me do a complete financial health check"
Usage Guidance
This skill is coherent and appears to do what it says: provide general CFP-style financial planning guidance. Before installing, consider: (1) it will ask users for sensitive financial details in conversation — avoid sharing account numbers, passwords, or highly sensitive PII; use anonymized or representative figures if you prefer privacy; (2) the skill gives general education and planning heuristics, not regulated, personalized financial advice — consult a licensed CFP for actions that require professional fiduciary guidance; (3) because it is instruction-only, there is no code being installed, which lowers technical risk. If you need the skill to act on live accounts or external services, do not provide credentials here — this skill does not request any.
Capability Analysis
Type: OpenClaw Skill
Name: cfp
Version: 1.0.0
The skill bundle contains only metadata and markdown instructions for a financial planning assistant (CFP style). There is no executable code, no network activity, and no evidence of malicious prompt injection or data exfiltration attempts in SKILL.md or _meta.json.
Capability Assessment
Purpose & Capability
Name and description describe financial planning and the skill's instructions stay focused on budgeting, insurance, investments, tax, retirement, and estate planning. There are no unrelated environment variables, binaries, or install steps requested.
Instruction Scope
SKILL.md instructs the agent to collect typical financial information (income, expenses, assets, liabilities, goals) and to provide general guidance — this is appropriate for the stated purpose. Note: collecting personal financial details is expected but sensitive; the skill does not instruct the agent to read system files, environment variables, or send data to external endpoints.
Install Mechanism
No install spec and no code files (instruction-only). Lowest-risk install profile: nothing is downloaded or written to disk by the skill itself.
Credentials
The skill declares no required environment variables, credentials, or config paths. There is no disproportionate credential request for the stated financial-planner purpose.
Persistence & Privilege
always:false (default) and no special persistence or system-modifying behavior is requested. Model invocation is allowed (platform default), which is normal and not by itself a concern given the skill's narrow scope and lack of credential requests.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install cfp - After installation, invoke the skill by name or use
/cfp - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Initial release
Metadata
Frequently Asked Questions
What is Cfp?
Certified Financial Planner (CFP) style financial planning assistant. Help users with comprehensive financial planning including budgeting, insurance needs a... It is an AI Agent Skill for Claude Code / OpenClaw, with 210 downloads so far.
How do I install Cfp?
Run "/install cfp" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Cfp free?
Yes, Cfp is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Cfp support?
Cfp is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Cfp?
It is built and maintained by Wenbing Ji (@jiwenbing); the current version is v1.0.0.
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