Market yourself

Promote your certification

Accordion Title

You’ve met a high bar for certification to earn your CFP® designation. FP Canada™ encourages you to use the CFP Mark extensively to showcase your certification as a financial planning professional.

To maintain the integrity of your CFP designation, it’s important to use the Marks correctly. Please read the CFP Marks Usage Guide thoroughly to be sure you understand how to use the CFP Marks according to the rules.

CFP Marks Usage Guide CFP Marks assets

Accordion Title

Sample LinkedIn profile headlines

Certified Financial Planner® professional. Simplifying complex financial matters to help clients Live Life Confidently™.

Certified Financial Planner® professional, Investment & Retirement Planning at FINANCIAL INSTITUTION.

Jane Doe, CFP® | Investments & Retirement Planning, FINANCIAL INSTITUTION | 500-555-5555

Sample Twitter profiles

Jane Doe, CFP® @sampletxuser
Certified Financial Planner® professional.
Simplifying complex financial matters to help clients Live Life Confidently™.

Jane Doe, CFP® @samplexuser
Financial Planner, Investment & Retirement Planning at FINANCIAL INSTITUTION.

Jane Doe, CFP® lives in Winnipeg, MB and provides personalized financial planning for all stages of life.

Sample email signatures

Jane Doe, CFP®
Financial Planner
jane.doe@examplefinancialorg.ca
Helping You Live Life Confidently™

John Doe
Certified Financial Planner® professional
john.doe@examplefinancialorg.ca
500-555-5555

Accordion Title

Leverage the following examples to describe the role you play as a professional financial planner.

CFP professional value proposition

Looking for an effective way to describe the difference you make in your clients’ lives? FP Canada engaged in qualitative research on the functional and emotional value of financial planning. The result is a value proposition that conveys the meaningful role you play in the lives of your clients:

You have aspirations – for what and who you care about, for today and for the future. But life is complicated, and figuring out how to make those aspirations a reality can be hard.

You need a plan. A financial plan. Only Certified Financial Planner® professionals see your whole picture, no matter how complex, and work with you to help you understand where you are and where you want to be.

Whether you have a pressing issue or just need some help getting started, CFP® professionals have the knowledge, skills, experience and the ethics to help you build the financial plan that will let you live your life confidently.

‘Elevator Pitch’ –spark interest in the value of what you do – for when you have 60 seconds to describe what you do

"Life is complicated and figuring out how to reach your goals can be overwhelming. There’s an endless amount of information out there and it can be hard to even know where to start. I simplify complex financial matters for my clients and look at their whole picture to help them build a plan that lets them Live Life Confidently."

Accordion Title

You can buy CFP certification magnetic pins through the FP Canada Portal.

Buy a pin

Accordion Title

Display your diploma or your annual certificate with a customized wooden frame. Visit our partner store to choose from a variety of high-quality frames.

Frame your certification diploma​

Accordion Title

Promote your certification with a CFP professional digital badge and certificate.

This easily shareable credential allows clients and employers to securely verify your certification status across all types of online platforms, including email signatures, websites and social media accounts.

Share your digital badge
 

How do I add my digital badge to my email signature?

Log in to the FP Canada Portal and click on the ‘View my CFP Digital Credential ’ link. On your digital credential page click “Add to Email Signature ”, located on the left-hand side, to access step-by-step instructions. Instructions are available for Outlook and Gmail users.

How do I add my digital badge to my website or blog?

To add your digital credential to your website or blog, sign in to your FP Canada Portal and click on the ‘View my CFP Digital Credential ’ link. On your digital credential page click “Embed Credential ”, located on the left-hand side, to access step-by-step instructions. You can choose to embed just the credential image (badge or certificate) or the full page of your digital credential.

How do I add my digital badge to my LinkedIn profile?

To add your digital credential to your LinkedIn page, sign in to your FP Canada Portal and click on the ‘View my CFP Digital Credential ’ link. On your digital credential page click “Add to LinkedIn ”, located on the left-hand side. Then go to your LinkedIn account and select “Add new profile section ”. Under “Accomplishments ”, select “Certifications ” and copy-and-paste the information from your digital credential page to your LinkedIn account, including the unique link to your digital credential.

How do I share my digital badge on social media?

To add your digital credential to your LinkedIn page, sign in to your FP Canada Portal and click on the ‘View my CFP Digital Credential ’ link. On your digital credential page click on the social media icons on the right-hand side of the page to link your digital credential in any social media post such as a tweet or status update.

Accordion Title

Ensure your certification is proudly shown in your digital presence. Access your branded LinkedIn header image, video conferencing backdrop and mobile phone background using the guide below.

Please read the CFP Marks Usage Guide thoroughly to be sure you understand how to use the Marks according to the rules.

CFP Marks Usage Guide
 

How do I setup my LinkedIn header image?

LinkedIn:

  • Open the link to the branded LinkedIn header image. Right click on the image and select “Save As…”, then save to your computer.
  • Click on the “Me” icon at the top of your LinkedIn homepage and select “View Profile”.
  • Click the camera icon at the top right corner of your profile header image.
  • Select “Change Photo” and choose the downloaded image. Then click “Apply”.

How do I setup my video conferencing backdrop?

In Zoom:

  • Open the link to the branded video conferencing backdrop. Right click on the image and select “Save As…”, then save to your computer
  • In a Zoom call, click on the up arrow beside the Start/Stop video icon and select “Choose Virtual Background”
  • Click on the “+” icon, select “Add Image” and choose the downloaded image

In Microsoft Teams:

  • Open the link to the branded video conferencing backdrop. Right click on the image and select “Save As…”, then save to your computer
  • When joining a call, select “Background Filters”. Alternatively when in a call, click on the three dots menu and select “Apply background effects
  • Click on the “+ Add New” and choose the downloaded image
  • Select the new image from the list of backgrounds and click “Apply”

How do I setup my mobile phone background?

On an Android device:

  • Open the link to the branded phone background image or lock screen background image. Press and hold on the image until the “Download Image” option appears, then select this option.
  • Open your phone's Gallery app.
  • Find the downloaded image and open it.
  • Tap the three dots in the top right and select "Set as wallpaper."

On an Apple device:

Open the link to the branded phone background image or lock screen background image. Press and hold on the image until the “Add to Photos” option appears, then select this option.

  • Open your phone’s Photos app.
  • Find the downloaded image and open it.
  • Tap the share icon in the bottom right, scroll down and select “Use as Wallpaper”.