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

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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.

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