Are You Displaying Your CFP® Mark Correctly?
CFP® Certificants in the News
Take this quick quiz to test your knowledge of CFP Board’s expectations of your use of the CFP® mark. For every use of the mark below, determine which is compliant. Note that question number 1 in our previous article was based on an accidental and incorrect posting by CFP Board. Questions 2, 3, and 4 were correct in our original article and were not revised. A revised, accurate question 1 is included below.
1. |
Jane Doe, CFP® Incorrect.
Correct.
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2. |
Jane Doe’s firm employs 12 CFP® practitioners. Correct. The mark must be clearly associated with the individual CFP® professional, not the firm.
Incorrect.
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3. |
Jane Doe, Candidate for CFP® certification (assume Jane has not taken the CFP® exam but has completed the education requirement within the last 5 years) Incorrect
Correct. Jane completed the education requirement within the past 5 years but has not completed the entire certification process.
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4. |
jane@janedoecfp.com Correct. The mark cannot be included in an email address, URL, domain name, or social media hashtag.
Incorrect.
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If you scored less than 100%, review CFP Board's certification marks publication to stay out of the crosshairs of CFP Board discipline.
