A Guide to Using the CFP® Marks


Question mark to depict confusion people have about using the CFP marks
By: Kaplan Financial Education
March 29, 2019

Not sure how to use the CFP® marks on your business card? You are not alone. The purpose of this guide is to help you better understand the proper usage of the CFP® marks. This helps CFP Board protect the value of the trademark.

To begin, it is important to know when to use the ® and when to the use the . When you spell out “CERTIFIED FINANCIAL PLANNER, you must use the trademark symbol immediately following it. When you abbreviate to CFP® you must use the registered mark.

How to use the CERTIFIED FINANCIAL PLANNER™ Marks 

When using CERTIFIED FINANCIAL PLANNER™, there are a number of rules you must follow beyond the ™ mark.

  • You must use all capital letters or small cap font.
  • You must use the ™ symbol at the end.
  • The mark must be associated with individual(s) certified by CFP Board – not companies or groups.
  • You may use “CERTIFIED FINANCIAL PLANNER™” following an individual name certified by CFP Board (ex. John Smith, CERTIFIED FINANCIAL PLANNER™)
  • If not using with an individual name, you must follow “CERTIFIED FINANCIAL PLANNER™” with one of CFP Board’s approved nouns. These include:

How to Use CFP® Marks

Similarly, when using “CFP®,” there are a number of rules you must follow beyond the ® mark.

  • You must use all capital letters.
  • You cannot use periods.
  • You must use the ® symbol after "CFP®."
  • The mark must be associated with individual(s) certified by CFP Board – not companies or groups.
  • You may use “CFP®” following an individual name certified by CFP Board (ex. John Smith, CFP®).
  • If not using with an individual name, you must follow “CFP®” with one of CFP Board’s approved nouns. These include:
    • Certificant
    • Professional
    • Practitioner
    • Certification
    • Mark
    • Exam

______

If you're able to advertise your CFP® Certification, that means it's time to make sure you know about continuing education. You can get more information here.

Cover Title

Free eBook: How to Attract the Next Generation of Investors

Millennials are expected to inherit $18 trillion in wealth from their parents. Are you prepared for the largest transfer of wealth in history? Kaplan partnered with think2perform to develop this industry-exclusive eBook designed to help you develop more compelling value propositions for prospective millennial clients and the millennial children of current clients. Get the information you need to better understand and serve tomorrow's investors in this must-have eBook for financial advisors.