CCFP/CPFP Designation Usage Requirements

CCFP/CPFP (Certified Corporate Financial Planner / Certified Personal Financial Planner) Planner) is the INTERNATIONAL FEDERATION OF FINANCIAL STANDARDS ASSOCIATION (IFFSA) professional designation signifying one who is qualified, through IFFSA standards of education, exam, experience, and ethics, as a Certified Corporate Financial Planner or Certified Personal Financial Planner.

All who are granted and authorized to use the CCFP/CPFP designation are governed by and agree to be bound by the following:

• A CCFP/CPFP will adhere to the IFFSA Code of Ethics & Professional Conduct.
• A CCFP/CPFP will maintain required professional continuing education requirements of not less than fifteen hours annually, or 30 hours bi-annually, with topics integrated across all Financial Planning subject areas.
• A CCFP/CPFP agrees to regulatory oversight by the IFFSA Ethics Committee & Board, and to the Disciplinary Procedures & Complaint Process of IFFSA.
• A CCFP/CPFP will adhere to the Designation Usage Requirements & Advertising Guidelines.
• A CCFP/CPFP will self-monitor his/her conduct for compliance with all IFFSA requirements, and is responsible to provide advance written notice to IFFSA if he/she becomes non-compliant in any manner or form whatsoever. Non-compliance discovered through any means may result in suspension and/or revocation of IFFSA Membership and removal from the CCFP/CPFP Verification Registry of Qualified Financial Planners, based upon the circumstantial facts as determined by the IFFSA Board & Ethics Committee.
• Member CCFP/CPFP will remain in good standing with IFFSA, and continually abide by the extra terms and conditions of IFFSA Membership that also include all of the above standards.