Certified Financial Planner
Board of Standards, Inc. ("CFP Board"), is a nonprofit corporation and
maintains this Web site for the personal, non-commercial use of its users.
Your access to and use of the Web site is subject to all legal notices and all
applicable laws. By accessing and browsing the Web site, you accept the terms and
conditions contained in this section of the Web site, without limitation or
CFP Board owns and has federally registered the mark CFP®, which we award to individuals who successfully complete initial and ongoing certification requirements. CFP Board also owns and has federally registered the stylized CFP (with flame design), as well as owns the federally registered "It's your future. Plan it!®" mark. We also use in commerce and own the marks CERTIFIED FINANCIAL PLANNER™ and CFP (with plaque design). CFP Board's trademarks may not be used in any way without receiving CFP Board's prior express written permission. Misuse of CFP Board's trademarks is strictly prohibited. Please be advised that CFP Board will aggressively enforce its intellectual property rights to the fullest extent of the law.
product and service names may be trademarks of their respective companies. The
absence of an identification of third party marks or the lack an attribution of
ownership of such marks on this Web site should not be construed as any claim
of rights by CFP Board.
Copyright © 2013 Certified Financial Planner Board of Standards, Inc.
All rights reserved.
You should assume that everything you see or read on this Web
site is copyrighted (unless otherwise noted) and may not be used, except as
provided in this Legal Information section or in the text on the Web site,
without the prior consent of CFP Board.
Use of Content
All information, documents and materials posted in this Web site are
solely for the use of CFP Board users and may not be resold, republished, or
copied, without the prior consent of CFP Board. Information, documents and
materials may be reprinted for educational and nonprofit purposes only.
In addition, all information, documents and materials posted in this Web
site are subject to change.
Board will generally grant permission to use content or reprint additional
copies of copyrighted materials upon a user's written request.
In order to receive CFP Board's written
consent, please complete the online Copyright Permission Request form and CFP Board's Trademark Department will review your request and notify you by e-mail if your request has been approved or if we require more information.
You may also Download the Copyright Permission Request form (pdf) and
send the completed form to CFP Board by mail or fax to:
Certified Financial Planner Board of Standards, Inc.
Attention: Trademark Department
1425 K Street, NW, Suite 500
Washington, DC 20005
Collection and Dissemination of Information Policy
CFP Board is a nonprofit certification organization whose mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board has created this policy regarding how CFP Board may collect, use, and disclose personal information about you.
Should you have additional questions, comments, concerns, or want to opt-out of certain information dissemination please contact us by regular mail, e-mail, fax or phone:
Certified Financial Planner Board of Standards, Inc.
1425 K Street NW #500
Washington, DC 20005
Use of Non-Restricted Access Web Site Pages -- No Information Collected
Many sections of the Web site are open to all users, with no registration required. For these sections, our Web server automatically recognizes no information regarding the Web domains or e-mail addresses of the Web site visitors.
Information Collected Through Web-based Forms and Contacts May Be Disclosed
We collect contact information, such as mailing addresses and e-mail addresses, from Web site users who submit a form or request for information. This contact information is used to send the requested information and materials to the Web site users. In some cases CFP Board releases this information to education providers, industry organizations, associations or businesses related to the financial planning industry as CFP Board deems appropriate. A fee is charged for the list, and may be used one-time only.
How to Opt Out: Users may opt-out of receiving future information from CFP Board or from being included on lists CFP Board provides to education providers, industry organizations, associations or businesses related to the financial planning industry either by selecting the "opt-out" box located at the bottom of each of the Web-based forms or by e-mailing or faxing notification to the numbers listed above in this section.
Policy on the Release of CFP® Certificant Information
CFP Board, either through telephone or e-mail responses or through its Web site "Search for a CERTIFIED FINANCIAL PLANNER™ Professional" function may provide any of the following information:
- Whether the person(s) has ever been
certified by CFP Board, the date of that certification, and, if not currently
certified, the date on which certification lapsed or was otherwise terminated.
- Whether the person(s) has indicated
he/she is in the practice of financial planning.
- Any past and/or current public
disciplinary actions against the person(s) by CFP Board.
- The business name, address and phone
number of the person(s).
- The renewal date for the person(s)
current CFP® certification.
From time to time CFP Board provides this same information in the form of a list to education providers, industry organizations, associations or businesses related to the financial planning industry as CFP Board deems appropriate. A fee is charged for the list, and may be used one-time only. Certificants may opt-out of being included on these lists by selecting the "opt-out" box located in the Contact Information section of their online CFP Board accounts, at the bottom of the online Certification Application form or by e-mailing or faxing notification to the numbers listed above in this section.
CFP Board may provide information other than that listed above, including but not limited to social security numbers, to government and self regulatory organizations, to allow for the proper identification of person(s) associated with the requesting agency.
CFP Board reserves the right to deny any requests for information.
Legally Required to Disclose Information
Changes to Collection and Dissemination of Information Policy
CFP Board reserves the right, at any time, to add to, change, update, or modify this Policy, simply by posting such addition, change, update, or modification on this site and may require CFP® professionals to consent to certain changes. Any such addition, change, update, or modification will be effective immediately upon posting on the site.
CFP Board does not discriminate in
certification opportunities or practices on the basis of race, color, religion,
sex, national origin, age, disability or any other characteristic protected by
Physical, electronic and managerial procedures have been
employed to safeguard the security and integrity of personal information.
Personal information is accessible only by staff designated to handle online
complaints or requests. All CFP Board agents and contractors with access to
personal information obtained on CFP Board's Web site are also bound to adhere
to this policy. To protect the security of information supplied by users in
order to access restricted areas, users must provide e-mail addresses and
passwords to access their information.
THE MATERIALS CONTAINED IN THIS WEB SITE ARE PROVIDED ON AN "AS IS" AND
"AS AVAILABLE" BASIS, WITHOUT REPRESENTATIONS OR WARRANTIES OF ANY KIND. CFP
BOARD EXPRESSLY DISCLAIMS ALL SUCH REPRESENTATIONS AND WARRANTIES, EITHER
EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF TITLE,
NONINFRINGEMENT, OR IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A
PARTICULAR PURPOSE. CFP BOARD DOES NOT WARRANT THE ACCURACY OR COMPLETENESS OF
THE INFORMATION, TEXT, GRAPHICS, LINKS OR OTHER ITEMS CONTAINED WITHIN THESE
MATERIALS. CFP BOARD MAY MAKE CHANGES TO THIS WEB SITE AT ANY TIME WITHOUT
NOTICE. WHILE CFP BOARD STRIVES TO KEEP THE INFORMATION ON THIS WEB SITE
ACCURATE AND CURRENT, CFP BOARD CANNOT GUARANTEE THE ACCURACY, COMPLETENESS OR
TIMELINESS OF THE INFORMATION. INFORMATION WITHIN CFP BOARD'S WEB SITE MAY
CONTAIN TECHNICAL INACCURACIES OR TYPOGRAPHICAL ERRORS. CFP BOARD RESERVES THE
RIGHT TO MAKE CHANGES, CORRECTIONS AND/OR IMPROVEMENTS TO THE INFORMATION
CONTAINED WITHIN THIS WEB SITE, AT ANY TIME, WITHOUT NOTICE.
Limitation of Liability
YOUR USE OF AND BROWSING IN THIS
WEB SITE ARE AT YOUR OWN RISK
IN NO EVENT SHALL CFP BOARD NOR ANY PARTY INVOLVED IN CREATING, PRODUCING, OR
DELIVERING THE WEB SITE BE LIABLE FOR ANY DAMAGES WHATSOEVER ARISING OUT OF THE
USE OF, OR INABILITY TO USE, THE WEB SITE, INCLUDING BUT NOT LIMITED TO DIRECT,
INDIRECT, INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES, EVEN IF CFP BOARD OR
OTHER PARTY HAS BEEN ADVISED OF THE POSSIBLITY OF SUCH DAMAGES. BECAUSE SOME
JURISDICTIONS PROHIBIT THE EXCLUSION OR LIMITATION OF LIABILITY FOR
CONSEQUENTIAL OR INCIDENTAL DAMAGES, THE ABOVE LIMITATION MAY NOT APPLY TO YOU.
CFP Board reserves the right to make changes to CFP
Board's Web site and any Legal Information contained herein at any time by
updating this page without notice to you. You should visit this page from time
to time to review the then-current Legal Information because they are binding
on you. Your use of this Web site following any such change constitutes your
agreement to follow and be bound by the Legal Information as changed. If any
change is unacceptable to you, your only recourse is to terminate your use of
the Web site.
This Web site is controlled by CFP Board, incorporated in the State of Colorado, from its
offices within Washington, District of Columbia, the United States of America. As
such, U.S. federal laws and the laws of the State of Colorado will govern the
Legal Information section, excluding any principles or rules of law that may
direct the application of the law of another state. You hereby irrevocably and
unconditionally consent to submit to the exclusive jurisdiction of the courts
of the State of Colorado, second judicial district, and/or the United States
District Court for the District of Colorado, for any litigation arising out of
or relating to the use of CFP Board's Web site, waive any objection to the
venue of any such litigation in the Colorado courts and agree not to plead or
claim in any Colorado court that such litigation brought therein has been
brought in an inconvenient forum. If any provision of this Legal Information
section shall be unlawful, void or for any reason unenforceable, then that
provision shall be deemed severable from the Legal Information and shall not
affect the validity or enforceability of any remaining provisions.
For your convenience, CFP Board may provide links to
various other Web sites that may be of interest to you. However, CFP Board does
not control such Web sites and is not responsible for their content nor is it
responsible for the accuracy or reliability of any information, data, opinions,
advice, or statements contained within such Web sites. Furthermore, CFP Board's
Collection and Dissemination of Information Policy is applicable only when you are on our Web site. Once you link
disclosing any personal information. If you decide to access any of the third
party Web sites linked to this Web site, you do so at your own risk. CFP Board
reserves the right to terminate any link or linking program at any time.
Limitations on Use
CFP Board may from time to time
monitor or review discussions, postings, transmissions and other information or
material on this Web site; however, CFP Board is under no duty to do so and
assumes no responsibility or liability arising from such matters nor for any
error, defamation, libel, slander, omission, obscenity, pornography, or
inaccuracy contained in any such discussion, posting or transmission.
Furthermore, you are prohibited from posting
or transmitting any unlawful, threatening, libelous, defamatory, obscene,
pornographic or erroneous material or otherwise violate any law through the use
of this Web site. CFP Board will fully
cooperate with any law enforcement authorities or court order requesting or
directing CFP Board to disclose the identity of anyone posting any such
information or materials.