Difference between revisions of "Financial Planning Associations"

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! Association !! Designation  
 
! Association !! Designation  
 
|-
 
|-
−
|[[Advocis|Advocis]] || [[Certified Financial Planner|CFP®]]
+
|[[Advocis|Advocis]] || [[Certified Financial Planner|CFP®]]/[[Chartered Life Underwriter|CLU]]
 +
|-
 +
|[[CFP Board of Standards|CFP Board of Standards]] || [[Certified Financial Planner|CFP®]]
 
|-
 
|-
 
|[[L'Association Francaise des Conseils en Gestion de Patrimoine Certifiés |CGPC]]||[[Certified Financial Planner|CFP®]]
 
|[[L'Association Francaise des Conseils en Gestion de Patrimoine Certifiés |CGPC]]||[[Certified Financial Planner|CFP®]]
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|[[Canadian Institute of Financial Planners|CIFPs]] || [[Certified Financial Planner|CFP®]]
 
|[[Canadian Institute of Financial Planners|CIFPs]] || [[Certified Financial Planner|CFP®]]
 
|-
 
|-
−
|[[CFB Board of Standards|CFB Board of Standards]] || [[Certified Financial Planner|CFP®]]
+
|[[Chartered Insurance Institute|CII]] || [[DipPFS]]
 +
|-
 +
|[[CSI|CSI]] || [[Chartered Professional (Ch.P) Strategic Wealth |Ch.P]]
 +
|-
 +
|[[CSI|CSI]] || [[Financial Management Advisor|FMA]]
 
|-
 
|-
 
|[[European Financial Planning Association (EFPA)|EFPA]] || [[€uropean Financial Advisor]]/ [[€uropean Financial Planner]]
 
|[[European Financial Planning Association (EFPA)|EFPA]] || [[€uropean Financial Advisor]]/ [[€uropean Financial Planner]]
 +
|-
 +
|[[European Financial Planning Association Nederland|EFPA Nederland]] || [[€uropean Financial Advisor]]/ [[€uropean Financial Planner]]
 
|-
 
|-
 
|[[Financial Planning Association|FPA]] || [[Certified Financial Planner|CFP®]]
 
|[[Financial Planning Association|FPA]] || [[Certified Financial Planner|CFP®]]
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|[[Financial Planning Association (Australia)|FPA Australia]] || [[Certified Financial Planner|CFP®]]
 
|[[Financial Planning Association (Australia)|FPA Australia]] || [[Certified Financial Planner|CFP®]]
 
|-
 
|-
−
|[[Financial Planning Association of Malaysia|FPAM]] || [[Certified Financial Planner|CFP®]]
+
|[[Financial Planning Association of Malaysia|FPAM]] || [[Certified Financial Planner|CFP®]]/[[Islamic Financial Planner|IFP]]
 
|-
 
|-
 
|[[Financial Planning Association of Singapore|FPAS]] || [[Certified Financial Planner|CFP®]]/[[Associate Financial Planner|AFP]]/[[Associate Wealth Planner|AWP]]
 
|[[Financial Planning Association of Singapore|FPAS]] || [[Certified Financial Planner|CFP®]]/[[Associate Financial Planner|AFP]]/[[Associate Wealth Planner|AWP]]
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|-
 
|-
 
|[[Financial Planning Institute of Southern Africa|FPI]] || [[Certified Financial Planner|CFP®]]
 
|[[Financial Planning Institute of Southern Africa|FPI]] || [[Certified Financial Planner|CFP®]]
−
|-
 
−
|[[Financial Planning Standards Board Deutschland|FPSB Deutschland]] || [[Certified Financial Planner|CFP®]]
 
 
|-
 
|-
 
|[[Financial Planning Standards Board China|FPSB China]] || [[Certified Financial Planner|CFP®]]
 
|[[Financial Planning Standards Board China|FPSB China]] || [[Certified Financial Planner|CFP®]]
 +
|-
 +
|[[Financial Planning Standards Board Deutschland|FPSB Deutschland]] || [[Certified Financial Planner|CFP®]]
 
|-
 
|-
 
|[[Financial Planning Standards Council of China|FPSCC]] || [[Certified Financial Planner|CFP®]]
 
|[[Financial Planning Standards Council of China|FPSCC]] || [[Certified Financial Planner|CFP®]]
 
|-
 
|-
−
|[[HAQFP Hungarian Association of Qualified Financial Planners|HAQFP]] || [[Qualified Financial Planner (of Hungary)™ |QFPH™]]/[[Registered Financial Planner(of Hungary)™ |RFPH™]]  
+
|[[HAQFP Hungarian Association of Qualified Financial Planners|HAQFP]] || [[Qualified Financial Planner (of Hungary)™ |QFPH™]]/[[Registered Financial Planner (of Hungary)™ |RFPH™]]
 +
|-
 +
|[[Institute of Advanced Financial Planners|IAFP]] || [[Registered Financial Planner|R.F.P.]]
 
|-
 
|-
 
|[[IBCPF - Instituto Brasileiro de Ceritificação de Profissionais|IBCPF]]||[[Certified Financial Planner|CFP®]]
 
|[[IBCPF - Instituto Brasileiro de Ceritificação de Profissionais|IBCPF]]||[[Certified Financial Planner|CFP®]]
 
|-
 
|-
−
|[[Institute of Advanced Financial Planners|IAFP]] || [[Registered Financial Planner|RFP]]
+
|[[Islamic Banking and Finance Institute Malaysia|IBFIM]] || [[Islamic Financial Planner|IFP]]
 
|-
 
|-
 
|[[Institute of Financial Advisers|IFA]] || [[Certified Financial Planner|CFP®]]/[[Chartered Life Underwriter|CLU]]
 
|[[Institute of Financial Advisers|IFA]] || [[Certified Financial Planner|CFP®]]/[[Chartered Life Underwriter|CLU]]
−
|-
 
−
|[[Institute of Financial Planners of Hong Kong|IFPHK]] || [[Certified Financial Planner|CFP®]]
 
 
|-
 
|-
 
|[[Institute of Financial Planning of United Kingdom|IFP]] || [[Certified Financial Planner|CFP®]]  
 
|[[Institute of Financial Planning of United Kingdom|IFP]] || [[Certified Financial Planner|CFP®]]  
 
|-
 
|-
−
|[[Japan Association for Financial Planners|JAFP]]||[[Certified Financial Planner|CFP®]]/[[Affiliated Financial Planner|AFFILIATED FINANCIAL PLANNER® ]]
+
|[[Institute of Financial Planners of Hong Kong|IFPHK]] || [[Certified Financial Planner|CFP®]]
 +
|-
 +
|[[Japan Association for Financial Planners|JAFP]] || [[Certified Financial Planner|CFP®]]/[[Affiliated Financial Planner|AFFILIATED FINANCIAL PLANNER® ]]
 
|-
 
|-
 
|[[KFPA|KFPA]] || [[Certified Financial Planner|CFP®]]/[[Associate Financial Planner Korea|AFPK]]
 
|[[KFPA|KFPA]] || [[Certified Financial Planner|CFP®]]/[[Associate Financial Planner Korea|AFPK]]
 +
|-
 +
|[[Knowledge Bureau|Knowledge Bureau]] || [[Distinguished Financial Advisor|DFA]]/[[Master Financial Advisor|MFA]]
 
|-
 
|-
 
|[[Personal Finance Society|PFS]] || [[Chartered Financial Planner|Ch.FP]]
 
|[[Personal Finance Society|PFS]] || [[Chartered Financial Planner|Ch.FP]]
 +
|-
 +
|[[Retirement Planning Association of Canada|RPAC]] || [[Professional Retirement Planners|PRP]]
 
|-
 
|-
 
|[[Swiss Financial Planners Organization|SFPO]] || [[Certified Financial Planner|CFP®]]
 
|[[Swiss Financial Planners Organization|SFPO]] || [[Certified Financial Planner|CFP®]]

Latest revision as of 08:56, 15 June 2010

Financial Planning Associations are membership organizations in various countries throughout the world for financial advisors who hold themseleves out to the public as professional financial planners.

Supported Designations

There are a variety of professional designations that are associated with the financial services industry in general and the financial planning sector in particular.

Assocations and Related Designations
Association Designation
Advocis CFP®/CLU
CFP Board of Standards CFP®
CGPC CFP®
CIFPs CFP®
CII DipPFS
CSI Ch.P
CSI FMA
EFPA €uropean Financial Advisor/ €uropean Financial Planner
EFPA Nederland €uropean Financial Advisor/ €uropean Financial Planner
FPA CFP®
FPA Australia CFP®
FPAM CFP®/IFP
FPAS CFP®/AFP/AWP
FPAT CFP®
FPI CFP®
FPSB China CFP®
FPSB Deutschland CFP®
FPSCC CFP®
HAQFP QFPH™/RFPH™
IAFP R.F.P.
IBCPF CFP®
IBFIM IFP
IFA CFP®/CLU
IFP CFP®
IFPHK CFP®
JAFP CFP®/AFFILIATED FINANCIAL PLANNER®
KFPA CFP®/AFPK
Knowledge Bureau DFA/MFA
PFS Ch.FP
RPAC PRP
SFPO CFP®
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