September 7, 2008
Trademark Use Guide for CFP Professionals
CFP® , CERTIFIED FINANCIAL PLANNER® and CFP® Logo mark (CFP marks) are designed to readily identify CFP professionals to the public and to clearly distinguish CFP professionals from other financial advisors and intermediaries. The CFP marks are registered in over 20 countries outside the U.S. by Financial Planning Standards Board Ltd. (FPSB), the international organization established by the US-based Certified Financial Planner Board of Standards and the nonprofit organizations that administer CFP certification programs outside the U.S.
Authorized Use of CFP marks
CFP certification is developed and administered in Canada by Financial Planners Standards Council (FPSC). FPSC is the marks licensing authority for the CFP marks in Canada through agreement with FPSB. Only individuals licensed by FPSC are authorized to use the CFP marks in conjunction with their names in Canada.
In its brochures, website and other marketing and public relations programs and materials, FPSC promotes the CFP marks as the symbol of the highest standards in competence and ethics in professional financial planning. CFP professionals in Canada find these highly distinctive marks to be an effective way to convey they have completed all FPSC’s CFP certification requirements and continue to satisfy FPSC’s ongoing requirements.
Cross Border Use of CFP marks
To benefit and protect the public, FPSB regulates how CFP professionals use the CFP marks outside the borders of the country or region in which they first received CFP certification. For detailed information on Cross Border Use of the CFP marks please visit:
Cross Border Use of the CFP Marks
Proper Use of the CFP Marks in Canada
As part of our continuous effort to strengthen the CFP brand globally, all CFP certification organizations around the world are harmonizing global use of the CFP marks. CFP professionals seeking detailed information on using the CFP marks in marketing and business materials, should refer to FPSB’s updated guide to trademark use at:
http://www.fpsb.org/site_docs/MarksUseGuide.pdf
If you require further assistance in the proper use of the CFP marks or would like to report an unauthorized use of the CFP marks, please contact us.
Downloading CFP and FPSC Marks
The download and use of these marks is dependent upon compliance with the regulations stated above. The CFP mark is applicable for use to CFP professionals, whereas the FPSC corporate logo may be used in conjunction with a hyperlink to our website.
Download – CFP Marks
Download - FPSC Corporate Logo
About Your CFP Pin
Wearing your CFP pin identifies you as a CFP professional in good standing, someone who is currently licensed by FPSC to use the marks. Don’t share it with anyone. Wear it with pride.
CFP®, CERTIFIED FINANCIAL PLANNER® and 
® are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
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