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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Welcome to the global gathering place for the financial planning profession
Ronald F. Duska and Julie Anne Ragatz cite seven components for a professional job: a body of technical subject matter, academic study, entrance barriers, independence, public recognition, professional societies, and a code of ethics. The CFP designation that started in the United States, in 1969, can be called a profession, as it satisfies all of these seven elements.
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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By Sunho Kim, CFP