CROSS-BORDER USE OF THE CFP MARKS To benefit the public, FPSB regulates how CFP professionals use FPSB’s CFP, CERTIFIED FINANCIAL PLANNER and  marks (the CFP Marks) outside the borders of the territory in which they first received CFP certification. Download FPSB's Cross-Border Use Policy for detailed information about these rules. Incidental Use FPSB permits incidental use of the CFP Marks by CFP professionals outside the territory of their initial certification. Incidental use consists of displays of the CFP Marks in/on: articles published in a new territory; business cards or brochures distributed for purposes other than seeking financial planning business while traveling abroad; and websites targeted toward stakeholders in the territory of initial certification that are viewable outside the area’s borders. Cross-Border Use When a CFP professional displays the CFP Marks in a territory other than the one in which he or she was first certified while delivering, directly supporting or supervising the financial planning process or to hold himself or herself out as a CFP professional, FPSB considers this cross-border use of the CFP Marks. If an individual wishes to hold himself or herself out as a CFP professional or use the CFP Marks outside his or her territory of initial certification for anything other than incidental use, the CFP professional can pursue one of two options:
Across Borders Certification
An individual using the CFP Marks in more than one territory can become certified across borders by obtaining CFP certification from the FPSB Member in the new territory and abiding by the certification renewal requirements of both FPSB Members. Once the CFP professional has completed the process for certification across borders, he or she can identify himself or herself as a CFP professional in either territory as follows: Restricted Use of the CFP Marks
If an individual does not want to/cannot become certified in a new territory, but wishes to communicate the fact that he or she has obtained CFP certification in the territory of initial certification, the individual may do so in the form of the following biographical statement: Individuals may not use the CFP Marks in a new territory without becoming certified by the FPSB Affiliate in the new territory. |
