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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

Pro Bono Publico: Financial Planning for Everyone

Korean Financial Planning Professional Sunho KimBy Sunho Kim, CFP

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.

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