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 featured in CFP Board’s Public Awareness Campaign. 

Purchase products with the CFP® marks

Note: Transactions are handled by Sunshine Promotions (SP) and require the creation of a secure account on the SP site. CFP Board does not share information from CFP Board’s database with SP, and information you enter into the SP site will not be shared with CFP Board.

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

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

 

Order a New Certificate

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

Order through your online account


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