LO 1.2.1: Verify the proper use of the CFP(r) marks.

Question 1

What are the CFP® Board certified nouns

Answer 1

• 1. Certificant
• 2. Professional
• 3. Practitioner
• 4. Certification
• 5. Mark
• 6. Exam

Question 2

What is required for CFP® marks

Answer 2

• 1. Always use capital letters.
• 2. Never use periods.
• 3. Always use the ® “restricted/registered” symbol.
• 4. Always use with one of the approved nouns unless following the name of the certificant.
• 5. Always associate with the individual, and not an entity.

Question 3

How do you use CERTIFIED FINANCIAL PLANNER™

Answer 3

• 1. Always use capital letters or small caps.
• 2. Always use the TM symbol.
• 3. Always use one of the approved nouns unless following the name of the certificant.
• 4. Always associate with an individual certified by the CFP® Board.

Question 4

What are the conditions of the CFP® Plaque Designs

Answer 4

• 1. Always reproduce the plaque at it is given from original artwork.
• 2. Never alter or modify the plaque design.
• 3. Always associate with individual certified by CFP® Board.
• 4. Maintain a minimum size 0.5 in. for print or 50px on a screen.
• 5. Always maintain clear space around the mark to maintain legibility.