Marketing Toolkit

For CFP® Professionals

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Marketing Toolkit


How to Use the CFP® Marks

The CFP® certification trademarks must be displayed under strict use and reproduction guidelines, or their value as trademarks could be lost.

Read this Quick Reference for proper use of the CFP® certification marks

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Order Products Featuring the CFP® Mark

CFP Board offers a range of products with the CFP® mark - including mugs, notebooks, umbrellas, bags, apparel, and more - for you to display your certification with pride.

Visit the CFP Board Store

New products will be released in the coming year. For questions about current or upcoming products, email Taylor Fealy at tfealy@cfpboard.org

CFP_Logomark_Primary_2017CFP Board’s Public Awareness Campaign

In April 2011, CFP Board initiated a multi-year public awareness campaign to raise awareness of CFP® certification. As part of the campaign, CFP Board will be placing advertisements in national cable television, print and online media channels, as well as engaging in extensive public relations and consumer outreach activities in support of the campaign.  

Learn about the Public Awareness Campaign

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Digital Certificates and Print Certificates 

CFP® professionals now have access to a digital certificate that can be added to email signatures, on websites and social media platforms. Log in to your CFP Board Account and look under the "Tools and Resources" section for your digital information.

Learn more about digital certificates

CFP® professionals can order additional printed certificates to display in their offices and homes. The printed certificates are available in two sizes.

Order a printed certificate through your online account

CFP Board Publications

CFP Board has developed publications that you can distribute to help consumers learn more about the basics of financial planning and the benefits of choosing a CERTIFIED FINANCIAL PLANNER™ professional.

Learn more about CFP Board publications

 


Newsletters

With regular updates from CFP Board, you can stay up-to-date on CFP Board's activities and receive information about financial planning, consumer alerts, financial planning tools and resources and much more.

Learn more and subscribe to the monthly CFP Board Report newsletter

Learn more and subscribe to the monthly "Let's Make a Plan" eNewsletter for consumers

Learn more and subscribe to the quarterly newsletter from the CFP Board Center for Financial Planning

CFP® Certification Explanation for Form ADV

CFP Board has developed a sample explanation statement regarding CFP® certification that CFP® professionals may include on Form ADV, Part 2. 

Review this sample explanation of the CFP® certification

Center For Financial Planning | Logo | Gold

The Center's focus includes workforce development, diversity, and the profession's body of knowledge.

Learn More

Reach New Clients

CFP Board’s “Find a CFP® Professional” online search tool can help you connect with Americans seeking professional financial planning services.

Update Your Profile Today

Continuing
Education

More than 1,000 CE Sponsors have registered with CFP Board to provide continuing education.

Find CE Opportunities