Guide to use the CFPCM

CFPCM, CERTIFIED FINANCIAL PLANNERCM and  are certification marks owned outside the
U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Board India
is the marks licensing authority for the CFP marks in India, through agreement with FPSB.
CM 2017, FPSB India. All rights reserved. Unauthorized reproduction prohibited. Materials in this
guide are based wholly or in part on copyrighted materials owned by Financial Planning
Standards Board Ltd. and Certified Financial Planner Board of Standards Inc.

Financial Planning Standards Board Ltd. (“FPSB”) owns the CFP, CERTIFIED FINANCIAL PLANNER and
 certification and service marks (“CFP Marks”), and oversees the development of
international CFP certification standards to benefit and protect consumers outside the United
States. By meeting and maintaining FPSB’s licensing and affiliation requirements and standards,
Financial Planning Standards Board India (FPSB India) is authorized to administer the CFP
certification program in India. Individuals who have met FPSB India’s initial certification and
renewal standards are authorized to use the following three marks in India:

CFPCM

CERTIFIED FINANCIAL PLANNERCM

A person’s use of the CFP Marks above identifies that he or she has met rigorous ethics,
competency and professional practice standards to deliver personal financial planning services
in India, as established by FPSB and locally adapted and administered by FPSB India in India.

To benefit and protect the public, FPSB India must ensure that the CFP Marks are protected and
used properly in India, and that any person using the CFP Marks has met appropriate
certification requirements. Unlike licenses to practice or educational credentials, the CFP
certification and service marks must be used in compliance with trademark law in India.

If certification marks are used improperly, they could eventually lose their protective status. If
this were to happen to the CFP Marks, CFP professionals would lose the differentiation of the
certification and consumers would be unable to rely on the CFP certification as a mark of
quality for professional personal financial planning. To prevent this, FPSB India requires all
stakeholders to follow these guidelines for the use of the CFP Marks. Proper use of the CFP
Marks by education partners is mandated through the contract with FPSB India.

Please familiarize yourself with the contents of this Guide before using the CFP Marks. FPSB
India would review all materials that you are developing which feature the CFP Marks; please
contact us at info@fpsbindia.org