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Learn about certification in another territory

CERTIFIED FINANCIAL PLANNER professionals may become certified to use the CFP Marks in more than one territory by obtaining CFP certification from the FPSB Member in the new territory. Those Individuals must abide by the certification renewal requirements of FPSB Members in both the home and new territories. Use the form below to determine what the across-border certification requirements are in your territory:


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Financial Planner Blog

Marlene Shalton, CFP

United Kingdom

Marlene Shalton CFP Great Britain

Marlene Shalton, CFP,  is the president of the Institute of Financial Planning (IFP), as well as the new managing director for Guardian Wealth Management in the UK. She has received numerous awards in the past few years including “Best Financial Planner” in the 2009 New Breed Adviser awards, supported by High Net Worth magazine, “New Model Adviser” award in January 2009, and “Retirement Planner of the Year” in December 2008. Shalton has recently earned the ISO 22222, the British Standard for personal financial planning.

Shalton started her career as a probation officer and acquired 13 years of counseling experience. She is passionate about financial planning and voices this regularly to the media and at various conferences. Shalton is a CERTIFIED FINANCIAL PLANNER practitioner, fellow of the Institute of Financial Planning (IFP), and Chartered Financial Planner.

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