Quick Guide to using your CFP® certification marks The CFP® Certification Guidelines have been developed to promote the CFP Marks and ensure we develop a consistent visual and tonal application of the CFP certification brand around the world. By using this Quick Guide and working together we can build a greater understanding of the need for obtaining professional financial planning advice and demonstrate the importance of seeking a CERTIFIED FINANCIAL PLANNER™ professional to provide the highest quality advice. These Guidelines apply to all marketing, advertising and promotional materials that use the CERTIFIED FINANCIAL PLANNER™, CFP® and Acknowledgement ® are certification CFP®, CERTIFIED FINANCIAL PLANNERTM and marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Australia Limited is the marks licensing authority for the CFP Marks in Australia, through agreement with FPSB. Logo artwork Mark •Always use the three components of the logo (the flame element, the letters ‘CFP’ and ®) •Always reproduce from original artwork •Always use approved size and colour •Do not print on patterned background, use as a watermark or as a background. When reproduction of the CFP logo mark is appropriate or authorised, the FPA has electronic files which may be used. Logo requests should be emailed to communications@fpa.asn.au The three certification marks must be used under strict use and reproduction guidelines. Refer to FPA Regulation 02/04 for more information. Example CFP ® CERTIFIED FINANCIAL PLANNER™ Mark Mark •Always use capital letters •Never use full stops between letters •Always include the ‘®’ symbol on first use (superscripted) •Always use the CFP Marks as adjectives followed by an approved noun: professional, practitioner, certificant, certification or mark, except in a signature or title block, such as on letterhead or business cards. Examples John Citizen is a CFP professional •Always use either all capital letters or small cap font •Always use the ™ symbol on first use •Always use the CFP Marks as adjectives followed by an approved noun: professional, practitioner, certificant, certification or mark. Examples John Citizen, CFP®, Dip FP Julie Citizen, Dip FP Financial Planning Association of Australia Member freecall 1800 337 301 Email communications@fpa.asn.au Website fpa.asn.au February 2008 Marks. Examples A proper acknowledgement must be used where the marks are reproduced in promotional literature of any description (excluding business cards, letterhead and directory listings). This is important to maintain the integrity of the CFP certification brand. The following disclaimer should appear at the end of an article, at the bottom of an advertisement, or at the bottom of the first page of a brochure: ® ® Joan Citizen, B.Com, MBA CERTIFIED FINANCIAL PLANNER™ professional Joan Citizen is a CERTIFIED FINANCIAL PLANNER™ practitioner