PROCESS FOR CFP CERTIFICATION ACROSS BORDERS

1. An individual must first be certified by the FPSB Member in the home territory before he or she can petition for candidacy for CFP certification in the new territory.

2. A candidate for CFP certification in the new territory must provide to the FPSB Member in the new territory:

   1. Proof of residency in an affiliated or allocated territory; CFP professionals who misrepresent their residency may be subject to disciplinary action by either or both FPSB Member(s);

   2. A letter of good standing from the FPSB Member in the home territory, confirming the CFP professional’s:

      • date of initial CFP certification;

      • pathway to the CFP Certification Examination (registered education program, transcript review or challenge status) and confirmation that the candidate passed the CFP Certification Examination in the home territory;

      • business contact information;

      • certification identification number; and

      • disciplinary history with the FPSB Member in the home territory.

   3. A declaration indicating the territory(ies) in which he or she conducts business, regardless of whether he or she holds out as a CFP professional in that territory;

   4. Signed declarations (in the FPSB Member’s initial application and renewal forms for CFP certification in the new territory) attesting to the accuracy of the information provided; and

   5. A declaration indicating that he or she has read and understands his or her obligations to the FPSB Member in the new territory under FPSB's Cross-Border Marks Use Policy.

3. Once the FPSB Member in the new territory has certified the cross-border applicant, the FPSB Member must notify the FPSB Member in the home territory and FPSB so that both organizations can update their records.

4. To retain the right to use the CFP Marks in both territories, a CFP professional must abide by the FPSB Member’s CFP certification standards and renewal requirements in both the home and new territories.