FINANCIAL PLANNING INSTITUTE OF SOUTHERN AFRICA (FPI) USE OF MARKS GUIDE
USE OF THE CFP ® MARK
(Listed advisors: You can copy and paste this mark: ® )
Always use the CFP® mark as an adjective
Trademark law requires that a mark be used as a descriptive adjective, not as a
noun or verb, to prevent the mark from becoming generic.
Correct: I am a CFP® professional
Incorrect: I am a CFP®
Always use capital or small cap letters
Correct: Simon Lim is a CERTIFIED FINANCIAL PLANNER®
Incorrect: Simon Lim is a certified financial planner professional
Only modify certain nouns with the CFP® mark
Approved nouns: professional, practitoner, cerificant, certification or mark
Correct: CFP® professional
Correct: CERTIFIED FINANCIAL PLANNER® mark
Incorrect: CFP firm
Use correct territory - specific trademark symbol and legal notice
Correct: ® for CFP mark
Correct: ™ for AFP, RFP and TFP marks
Incorrect: ™ for CFP mark
Do not use a plural word
Correct: Greta Lang and Simon Lim are CFP® professionals
Incorrect: Greta Lang and Simon Limare CFP's
Do not use as a possessive word
Correct: The CFP® professional's firm
Incorrect: The CFP's firm
Do use one mark as a parenthetical abbreviation for another mark
Correct: Greta Lang is a CFP® or CERTIFIED FINANCIAL PLANNER® practitioner
Incorrect: Simon Lim is a CFP® (Certified Financial Planner) professional
Use capital letters without periods between the letters
Correct: CFP®
Incorrect: C.F.P
Incorrect: cfp
