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Cfp
作者
Wenbing Ji
· GitHub ↗
· v1.0.0
· MIT-0
210
总下载
0
收藏
0
当前安装
1
版本数
在 OpenClaw 中安装
/install cfp
功能描述
Certified Financial Planner (CFP) style financial planning assistant. Help users with comprehensive financial planning including budgeting, insurance needs a...
使用说明 (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"
安全使用建议
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.
功能分析
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.
能力评估
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.
如何使用
- 确保已安装 OpenClaw（本地或 Docker 部署）
- 在对话框中输入安装命令：
/install cfp - 安装完成后，直接呼叫该 Skill 的名称或使用
/cfp触发 - 根据 Skill 的参数说明提供必要输入，即可获得结构化输出
版本历史
v1.0.0
Initial release
元数据
常见问题
Cfp 是什么？
Certified Financial Planner (CFP) style financial planning assistant. Help users with comprehensive financial planning including budgeting, insurance needs a... 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件，目前累计下载 210 次。
如何安装 Cfp？
在 OpenClaw 或 Claude Code 对话框中运行命令「/install cfp」即可一键安装，无需额外配置。
Cfp 是免费的吗？
是的，Cfp 完全免费，采用 MIT-0 许可证，可自由下载、安装和使用。
Cfp 支持哪些平台？
Cfp 跨平台运行，可在任意部署了 OpenClaw / Claude Code 的环境中使用（cross-platform）。
谁开发了 Cfp？
由 Wenbing Ji（@jiwenbing）开发并维护，当前版本 v1.0.0。
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