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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


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