VERIFY A CCFP/CPFP

To VERIFY a person presenting themselves to you as a Corporate or Personal Financial Planner input only their First or Last Name (the search will override the default Country shown below).

FIND A CCFP/CPFP

To FIND a CCFP/CPFP within your of Residence, input only your Country from the drop down arrow below (to the right of the default Country box)

Are You a Qualified Corporate/Personal Financial Planner

Use of this Registry implies user's acceptance of the noted Terms & Conditions.

About the CCFP/CPFP Verification Registry

The CCFP/CPFP Verification Registry is a regulated Ethics & Standards based verification and locating listing of Certified Corporate Financial Planners / Personal Financial Planners, provided free of charge to the general public by IFFSA.

Member CCFP/CPFP who are listed in this CCFP/CPFP Verification Registry have accepted IFFSA higher standards as outlined in the following added criteria.

  • the CCFP/CPFP has completed the required financial education programme that are acceptable by IFFSA.
  • the CCFP/CPFP has agreed to at all time abide by the IFFSA - Code of Ethics & Professional Conduct.
  • the CCFP/CPFP has agreed to complete 30 hours of continuing professional education that spans all of the areas of the profession either bi-annually, or 15 hours annually.
  • the CCFP/CPFP agrees to regulatory oversight of the IFFSA Ethics Committee & Board of Directors, and agrees to be bound by the IFFSA Disciplinary & Complaint Procedures Process.
  • Member CCFP/CPFP have additionally agreed to follow all of the added requirements and standards of IFFSA Membership, that further distinguishes them.

IFFSA recognize the professionalism of the many financial services designations representing the broader and more generalized field of finance, IFFSA research has proven that the following represent those who are schooled in the discipline & methodology of Financial Planning.

ChFC® - Chartered Financial Consultant:
A Financial Planning designation issued by the American College at: www.theamericancollege.edu

PFS - Personal Financial Specialist:
A Financial Planning designation issued by the American Institute of CPAs at: www.CPAPFS.org

MSFS - Master of Science in Financial Services with a Financial Planning concentration:
A Financial Planning degree issued by the American College at: www.theamericancollege.edu

MS - Master of Science with a Financial Planning concentration:
A Financial Planning degree issued by the College for Financial Planning at:www.cffp.edu

CFP® - CERTIFIED FINANCIAL PLANNER?
A Financial Planning designation issued by the CFP Board at: www.CFP.net
[CFP®, CERTIFIED FINANCIAL PLANNER and the CFP® flame logo are US registered services marks of the CFP Board of Standards, Inc.]

Certified Corporate Financial Planner / Certified Personal Financial Planner

A Financial Planning designation issued by the INTERNATIONAL FEDERATION OF FINANCIAL STANDARDS ASSOCIATION. At WWW.IFFSA-GLOBAL.ORG

CCFP/CPFP is granted to those having earned one or more of the above listed designations, all of which require substantially equivalent IFFSA approved education, exam, ethics and experience.

CCFP/CPFP are the universal identifiers of the Corporate and Personal Financial Planning profession.

Usage Terms & Conditions: The names of CERTIFIED CORPORATE FINANCIAL PLANNER /CERTIFIED PERSONAL FINANCIAL PLANNER provided through the Registry are provided for the purpose of helping persons verify & find qualified professionals to help with their Financial Planning needs. These Financial Planners may have licensing requirements that must be met before they can provide certain services in various countries, and in many cases will provide you with a disclosure brochure that you should review prior to entering into any client relationship. IFFSA has not verified that the CCFP/CPFP professionals listed are licensed to transact business in your jurisdiction, since this is responsibility of the Financial Planner. Please be aware that the information in this Registry has been compiled from materials submitted by those listed and IFFSA cannot guarantee its accuracy, reliability or completeness. IFFSA specifically disclaims any liability or responsibility for any actions or statements made by any individuals or institutions listed. The Registry, and its contents, are intended strictly as a method for consumers to contact CCFP/CPFP professionals for the purpose of obtaining Financial Planning advice, and are not to be used to market unsolicited products or services to such CCFP/CPFP. Persons violating this restriction by using the Registry to contact CCFP/CPFP for unsolicited commercial purposes may be subject to legal action.  If you have any questions, please contact IFFSA by email at info@iffsa-global.org.