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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Nick Cann is chief executive of the Institute of Financial Planning Ltd. (IFP) in Bristol, a position he has held since 1999. IFP is a member of Financial Planning Standards Board (FPSB), and Cann chairs the FPSB Chief Executives Forum and FPSB European Forum. He also served on FPSB’s International Marketing and Communications Committee. At IFP, a key aspect of Cann’s role is to help practitioners understand the current issues and implement strategies to develop a fee-based financial planning practice.
A focal part of this effort is encouraging planners to provide a comprehensive financial planning service and strive for the internationally accredited CFP certification. In 2009, Cann sat on the Financial Services Authority’s Retail Distribution Review Working Group looking at professionalism and reputation. He was voted IFA Personality of the Year in 2007.
Financial Planning Standards Board Ltd. owns the marks above outside the U.S.
and permits qualified individuals to use these marks to indicate that they have met FPSB's initial and ongoing certification requirements.
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Nick Cann is chief executive of the Institute of Financial Planning Ltd. (IFP) in Bristol, a position he has held since 1999. IFP is a member of Financial Planning Standards Board (FPSB), and Cann chairs the FPSB Chief Executives Forum and FPSB European Forum. He also served on FPSB’s International Marketing and Communications Committee. At IFP, a key aspect of Cann’s role is to help practitioners understand the current issues and implement strategies to develop a fee-based financial planning practice.
