Marketing Toolkit

For CFP® Professionals


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

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.

Access CFP Board’s Public Awareness Campaign Toolkit

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. The campaign includes a toolkit of resources available free of charge to CFP® professionals who wish to extend the reach of the campaign in their local communities. 
Access the Public Awareness Campaign Toolkit

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™ practitioner.
Learn more about CFP Board publications

Order a New Certificate

CFP Board has released newly-redesigned CFP® certificate, available to current CFP® professionals.  
Order through your online account 



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 "Let's Make a Plan" eNewsletter for consumers
Catch up on recent updates from CFP Board

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.

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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


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

Find CE Opportunities