Contents Page How to represent your CISI membership 2 Introducx00740069on to CFP mark 4 3 How to TM Mark 54 How to CERTIFIED TM Mark 75 How to Logo Mark 9 for reproducing Lo ID: 834757
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1 de to representing CERTIFIED FINANCIAL P
de to representing CERTIFIED FINANCIAL PLANNER Marks Contents Page How to represent your CISI membership 2. Introduc�on to CFP mark 4 3. How to TM Mark 54. How to CERTIFIED TM Mark 75. How to Logo Mark 9 for reproducing Logo Mark 117. Using Marks tex documents promo�onal materials 128. Using Marks electronic media 13 Business Sta�onery 15 2 w to represent your CISI membershipMembers of the CISI are entitled, and encouraged, to reference their association with the CISI and this is predominately achieved through the use of designatory letters after their name. Members are unable to use the CISI logo on text documents, promotional material and/or electronic media. However, it is perfectly acceptable to include a written statement on text documents, promotional material and/or electronic media to highlight your association. Membership designatory letters Membership Grade Design atory Letters Correct Use Student membership N/A N/A Affiliate
2 N/A N/A Associate ACSI John Smi
N/A N/A Associate ACSI John Smith ACSI Member MCSI John Smith MCSI Chartered Member Chartered MCSI John Smith, Chartered MCSI Fellow FCSI John Smith FCSI Chartered FCSI Chartered FCSI John Smith, Chartered FCSI Correct representations using a written statement:John Smith ACSI is an Associate member of the Chartered Institute for Securities & Investment (CISI). John Smith ACSI is an Associate member of the CISI.John Smith, Chartered MCSI, is a Chartered Member of the Chartered Institute for Securities & Investment (CISI). John Smith, Chartered MCSI, is a Chartered Member of the CISI. When using electronic media, it would be acceptable to link to the CISI website. For example:John Smith, Chartered MCSI, is a Chartered Member of the Chartered Institute for Securities & Investment (CISI). Information about incorporating the CFPMarks with CISI membership designatory letters can be found on page 5 CISI Membership Designatory Letters and Chartered Wealth Manager Title The Chartered Wealth Manager title is s
3 eparate from CISI membership designation
eparate from CISI membership designations and can only be gained upon application. It should be added underneathyour name on business cards and letterheads. Correct UseJohn Smith MCSIChartered Wealth Manager John Smith, Chartered FCSIChartered Wealth Manager Incorrect UseJohn Smith MCSI Chartered Wealth Manager John Smith Chartered Wealth Manager 3 Introductionto CFP marksUse oftheCFPTM Marksbelowidentifiesthat a personhasmetrigorousethics,experience,competenceand professionalpracticestandardsdelivereffectivepersonalFinancialPlanning services.benefitandprotectthepublicandmaintaintheirvalueforpractitioners,vitalthattheCFPMarksareprotected,thatanypersonusingthemhasmetappropriatecertificationrequirements.Unlikelicensespracticeorothereducationalcredentials,theCFPcertificationandservicemarksmustbe used in compliance with UK trademark law. Trademark requirements around CFP marks applygloballyeachcountrycomplieswithitsowntrademarklawsandrulestheappropriateway. UK trademarkingrequirestheuseofTM aftereachoftheCFPmarks.Thisveryimportant.
4 Misuse of trademarks may be deemed to be
Misuse of trademarks may be deemed to be a breach of the Code of Conduct. trademarksorcertificationmarksusedimproperly,theycouldeventuallylosetheirprotectivestatus.thiswerehappen,consumerswouldunablerelyontheCFPcertification a markofqualityforprofessionalpersonalFinancialPlanning.preventthis,theCISIrequiresCFPprofessionalsfollowtherulesfortheuseoftheCFPMarks.Theseare issued FinancialPlanningStandardsBoardLtd and applyCFPprofessionalsaround theglobe.This guide outlines thethreewayswhichtheCFPMarkcanused.Pleasefamiliariseyourselfwiththecontentsof thisguidebefore using theCFPMarks.CFPTMCERTIFIED FINANCIAL PLANNERTMJanuary 2016If youhaveany specificqueriesrelationtheuseof any of theCFPmarks, pleaseemail marketing@cisi.org or call 020 7645 0678 CFPTM, CERTIFIEDFINANCIALPLANNERTM and are certificationmarks ownedoutside theU.S.byFinancial Planning StandardsBoardLtd.The Chartered Institute for Securities & Investment is the marks licensing authority forthe CFPmarks in the United Kingdom,through agreement withFPSB. 4 HowusetheCFPTM MarkTh
5 eCFPTM Markmustappearallcapitallettersan
eCFPTM Markmustappearallcapitallettersandwithoutspacesor periods (.)betweenletters. CorrectUse JohnSmith CFPTM Incorrect Use John Smith,cfpJohn Smith,C.F.P. TheCFPMarkmustappear withtheTM symbol itsfirstuseprintedmaterials Correctuse(Asfirstuseprinted materials) JohnSmith CFPTM professional Incorrect Use (Asfirstuseprinted materials) John Smithis a CFPprofessionalspecialising in estate planning.TheMarkmustused a descriptiveadjective,not a nounverb,exceptwhenusedwithinsignatureblock,letterhead a businesscard. It should not be used as a parenthetical abbreviation for CERTIFIED FINANCIAL PLANNER, nor should it be used as a plural or possessive word. CorrectUse John Smith is a CFPprofessionalpracticesFinancial Planning as a CFPcertificant. CorrectUse(Following a practitioner’sname) JohnSmith, CFPTM Smith Financial PlannersJohn Smith and Jane Smythe are CFPprofessionals Incorrectuse John Smith is a CFPpracticesFinancial Planning as a CFP Incorrect Use John Smith is a CERTIFIED FINANCIAL PLANNER (CFP) Incorrect Use John Smith and J
6 ane Smythe are CFPs *Pleasenote,thisnotn
ane Smythe are CFPs *Pleasenote,thisnotnecessaryforbusinesscards. 5 The CFPMarkmustused exclusivelywiththeapprovednouns:‘professional’, ‘practitioner’, ‘certificant’, ‘certification’, ‘mark’, ‘credential’, ‘examination’‘designation.’* CorrectUse John Smith is a CFPpractitioner.John Smith is a CFPprofessionalwho got hisCFPdesignationthisyear. Incorrect Use John Smith is a CFPFinancial Plannerusingthreemorequalificationsassociatedwithyour name, recommendedthatyouMarkfirstlast CorrectUse JohnSmithCFPTMAPPJohnSmithAPP CFPTM Incorrect Use JohnSmithAPPCFPTMChFCWhen incorporating your CISI membership designatory letters, recommendedthatyouMarkfirst CorrectUse JohnSmithCFPTMChartered MCSIJohnSmithCFPAPP MCSINote: For business cards and situations where space is a premium, CISI designatory letters ‘Chartered MCSI’ and ‘Chartered FCSI’, can be represented as Ch. MCSI and Ch. FSCI respectively.When incorporating your CISI membership design
7 atory letters and Chartered Wealth Manag
atory letters and Chartered Wealth Manager title, recommendedthatyouputtheCFPMarkfirstand for Chartered Wealth Manager to be on a separate line. CorrectUse JohnSmithCFPTMChartered MCSIChartered Wealth Manager Incorrect Use JohnSmithChartered MCSI CFPTMChartered Wealth ManagerThe TM Mark mustnotusedpart, incorporated, thename a firmfirmlogo,implythatfirmentitledusemarks. CorrectUse JohnSmithCFPTMSmith Financial Planners Incorrect Use mithFinancialPlannersCFPTM 6 HowusetheCERTIFIEDFINANCIALPLANNERTM markTheCERTIFIEDFINANCIALPLANNERTM Markmustappearallcapitalletterssmallcapfont. CorrectUse John Smith is a CERTIFIEDFINANCIALPLANNERTMprofessionalJohnSmithERTIFIEDINANCIALLANNERTMprofessional Incorrect Use John Smith is a certifiedfinancial plannerprofessionalTheCERTIFIEDFINANCIALPLANNERMarkmustappearwithTM symbolitsfirstuseprintedmaterials CorrectUse(Asfirstusedprinted materials) His clients like working withCERTIFIEDFINANCIALPLANNERTM practitioner Incorrectuse(Asfirstusedprinted materials) Hisclients like working withCERTIFIEDFIN
8 ANCIALPLANNERpractitionerTheCERTIFIEDFIN
ANCIALPLANNERpractitionerTheCERTIFIEDFINANCIALPLANNERMarkmustalwaysused a descriptiveadjective,not a nounor verb.* It should not be used as a parenthetical abbreviation for C, nor should it be used as a plural or possessive word. CorrectUse John Smithis a CERTIFIEDFINANCIALPLANNERprofessionalJohn SmithCERTIFIED FINANCIAL PLANNERTM professionalSmith Financial PlannersJohn Smith and Jane Smythe are CERTIFIEDFINANCIALPLANNERprofessionals Incorrect Use JohnSmith,CERTIFIEDFINANCIALPLANNERTMSmith Financial Planners Incorrect Use John Smithis a CFP(CERTIFIEDFINANCIALPLANNER)professionalJohn Smithis a CERTIFIEDFINANCIALPLANNER(CFP)professionalJohn Smith and Jane Smythe are CERTIFIEDFINANCIALPLANNERS*Pleasenote,thisnotnecessaryforbusinesscards. 7 TheCERTIFIEDFINANCIALPLANNERMarkmustusedexclusivelywiththe approvednouns:‘professional’, ‘practitioner’, ‘certificant’, ‘certification’, ‘mark’, ‘credential’ ‘designation.’* CorrectUse JohnSmith,CERTIFIEDFINANCIALPLANNERTM p
9 rofessionalhastheCERTIFIEDFINANCIALPLANN
rofessionalhastheCERTIFIEDFINANCIALPLANNERcertification. Incorrect Use John Smith,CERTIFIEDFINANCIALPLANNERadvisercompletedtheCERTIFIEDFINANCIALPLANNERcourse.*Pleasenote,thisnotnecessaryforbusinesscards.TheCERTIFIEDFINANCIALPLANNERTM Markmustnotusedpartincorporatedname a firmor firmlogo,or implythatthefirmentitledusethemarks. CorrectUse John Smith CERTIFIEDFINANCIALPLANNERTM professional Incorrect Use Smith Financial PlannersCERTIFIEDFINANCIAL PLANNERTM 8 Howusethe LogoMarkTheLogoMarkcomprisedthreecomponents:theflameelement,letters‘CFP’andtheTM trademarksymbol.Thesethreevisualelementsmustusedtogetheroneunitalltimes. CorrectUse Incorrect Use Anydeviation from thethree components above is a misuseand is unacceptableuse.reproductionLogoMarkmustmadefromoriginalreproductionartworkprovidedChartered Institute for Securities & Investment. Underno circumstancesmayCFPLogoMarkaltered, modifiedhanddrawn,normaytypeset,reproducedor electronicallyscannedsuchpoorqualitydistortsignificantlyalteritsappearance. Incorrect Use Do
10 notusewithout theTM trademarkDonotusewit
notusewithout theTM trademarkDonotusewithoutthe flameDonotusethe flamealoneDonotseparatethegraphicelementsDonotadd other elementsDonotproportion theelementsDonotreproducethe mark inunapprovedcoloursDonotreproducethe mark oncomplex backgroundsDonotusepoor qualityreproduction DonottryrecreatethemarkDonotskewor distortthe markDonot usethe mark inoutlineformThe white reverse version of the logo should be used on dark backgrounds from 50100% value of black 9 TheCFPLogoMarkmustclearlyassociatedwithindividualcertified the Chartered Institute for Securities & Investment CorrectUse JohnSmith, CFPTM Incorrect Use Smith Financial Planning 10 6.RulesforreproducingtheLogoMark Relationship A � 36mm WhentheCFPlogomark is greaterthan36mmwidththeheight X 1/4 x Relationship B – 36mmb.CFP isinwidth is X 1/3 x Relationship C 7 – 12mm Whenthe CFPlogomark is between 7 and12mmwidth is X 1/2 x Relationship D 6mm 3/4 x d. CFP is in CFPcapheight.TheCFPlogomark should besmallerthan6mm Legibility ClearZone X impactand legibi
11 lityof theprintedLogoMark willbelessened
lityof theprintedLogoMark willbelessenedcrowding it with other visualelements.A clear zonesurrounding themark hasbeenestablished as anareawith other visualelements mayenter.As showntheleft, thisspaceis determinedby the capheightof ‘CFP’, thetypographicelementof theLogoMark. Theone exceptionthisruleis whenthemark is usedwithin text. 11 UsingtheCFPTM MarksonText Documents and PromotionalMaterialsUse the marks as describedthisguideOnly thefirstuseof each mark needstheTM trademark symbolDonotalter or modify themarksDonotusepartoforincorporatedthenameof a firmorfirmlogo,orimplythatthefirmentitledusethe marks. Theycanonlyapplyindividuals.Use only originalartwork toreproducethe CFPLogoMarkUse theMarksonlyonpromotionsitemsthatgoodtasteandthatnotdegradethemarksStatement requirementforusewithmarksTheUKTrademarksOfficerequiresthatwhentheCFPTM certificationmarksusedprintedadvertisementsorprintedpublicitymatterdirectedprimarilythemarkettheUnitedKingdomandtheIsleofMan,theybeusedconjunctionwithindicationthattheycertificationmarks.Ther
12 efore,thefollowingStatementmustbeusedpri
efore,thefollowingStatementmustbeusedprintedcommunications,advertisements,andmarketing materials wherever possible (for large documents/brochures etc the statement need only be displayed once, preferably on inside or back cover)CFPTM, CERTIFIEDFINANCIALPLANNERTM and are certificationmarks ownedoutside theU.S.Financial Planning StandardsBoardLtd.The Chartered Institute for ecurities & Investment is the marks licensing authority forthe CFPmarks in the United Kingdom,through agreement withFPSB.TheCFPTM marksmayonlybeusedwithouttheStatementapplicationswhereuseoftheStatementwouldnotfeasible,as forexampleonbusinesscards. 12 UsingtheCFPTM Marksin electronic mediaWebsitesUse the marks as describedthisguidethecontentofeachindividualwebsitepage,onlythefirstuseofeachmarkneedstheTMtrademarksymbolDonotalter or modify the marksDonotusepartoforincorporatedthenameof a firmorfirmlogo,orimplythatthefirmentitledusethe marksTheCFPmarksshouldnotbeusedonanygeneralcollateralmaterialorpageswheretheindividualcertificants’namesnotpresent.Themarkshou
13 ldonlyuseddirectrelationthecertificant&#
ldonlyuseddirectrelationthecertificant’s nameandcannotappearanywhereelseonthewebsite.Forexample,on a businesswebsitepagewhichonlycontainsthenameandinformationregardingthebusinessbutindividualcertificant’sname,theCFPmarks should notappear.CorrectUse JohnSmith, CFPTMIncorrect Use Smith Financial PlanningNote:Thisis to ensurethatthe trademarkusedoesnotimplyrepresentthatthe businessis somehowcertified, orthatnoncertifiedemployeesthe business(i.e. assistantsParaplanners)arecertified.Thecertificationmarkmustneverusedimplyendorsement a practitioner’s firm CorrectUse John Smith, Incorrect Use Smith Financial Planning Note:Thisruleappliesevenwhere onemore orall ofthefirmmembersareauthorisedto usethe markassociation withhis/hername. 13 Statement requirementforusewithmarksThe UK TrademarksOfficerequiresthatwhentheCFPTM certificationmarksusedelectronic mediadirectedprimarilythemarkettheUnitedKingdomandtheIsleofMan,theyusedconjunctionwithindicationthattheyarecertificationmarks.Therefore,thefollowingStatementmustusedelectr
14 onic media (eg, websites, emails etc): C
onic media (eg, websites, emails etc): CFPTM, CERTIFIEDFINANCIALPLANNERTM and are certificationmarks ownedoutside theU.S.Financial Planning StandardsBoardLtd. The Chartered Institute for Securities & Investment is the marks licensing authority forthe CFPmarks in the United Kingdom,through agreement withFPSB.TheCFPTM marksmayonlybeusedwithouttheStatementapplicationswhereuseoftheStatementwouldnotfeasible,as forexampleonbusinesscards.DomainNamesTheCFPandCERTIFIEDFINANCIALPLANNERmarksmaynotusedpartof a domainname.CorrectUse www.smithfinancialplanning.com Incorrect Use www.simoncfp.com EmailAddressesTheCFPand CERTIFIEDFINANCIALPLANNERmarks maynot usedas partof an emailaddress. CorrectUse john@hotmail.com Incorrect Use john@CFP4U.com 14 Smith Financial PlanningWhitefriars Centre, Lewins Mead, BristolT: 0117 945 2470E: john@smithfp.co.ukW: www.smith nancialplanning.co.ukPartner Smith Financial PlanningPartnerWhitefriars Centre, Lewins Mead, Bristol BS1 12NTT: 0117 945 2470E: john@smithfp.co.ukW: www.smith nancialplanning.co.uk Smi
15 th Financial PlanningWhitefriars Centre,
th Financial PlanningWhitefriars Centre, Lewins Mead, BristolT: 0117 945 2470E: john@smithfp.co.ukW: www.smith nancialplanning.co.ukPartner Smith Financial PlanningPartnerWhitefriars Centre, Lewins Mead, Bristol BS1 12NTT: 0117 945 2470E: john@smithfp.co.ukW: www.smith nancialplanning.co.uk Examples A and B are acceptable uses of the CFP Mark and Flame logo. The CFP Mark and/or ame logo must be clearly associated with the individual certi ed by the Char-tered Institute for Securities & Investment and not appear to be part of or incorporated in the name of a rm or rm logo, or imply that the rm is entitled to use the marks.Please email marketing@cisi.org with the proofs of your business stationery for approval.9. Business Sta�onery 15 Smith Financial PlanningWhitefriars Centre, Lewins Mead, BristolT: 0117 945 2470E: john@smithfp.co.ukW: www.smith nancialplanning.co.ukChartered Wealth ManagerPartner Smith Financial PlanningChartered Wealth ManagerPartnerWhitefriars Centre, Lewins Mead, Bris
16 tol BS1 12NTT: 0117 945 2470E: john@smit
tol BS1 12NTT: 0117 945 2470E: john@smithfp.co.ukW: www.smith nancialplanning.co.uk Smith Financial PlanningWhitefriars Centre, Lewins Mead, BristolT: 0117 945 2470E: john@smithfp.co.ukW: www.smith nancialplanning.co.ukChartered MCSIChartered Wealth ManagerPartner Smith Financial Planning Chartered MCSIChartered Wealth ManagerPartnerWhitefriars Centre, Lewins Mead, Bristol BS1 12NTT: 0117 945 2470E: john@smithfp.co.ukW: www.smith nancialplanning.co.uk Examples A and B are acceptable uses of the CFP Mark and Flame logo. The CFP Mark and/or ame logo must be clearly associated with the individual certi ed by the Char-tered Institute for Securities & Investment and not appear to be part of or incorporated in the name of a rm or rm logo, or imply that the rm is entitled to use the marks.Please email marketing@cisi.org with the proofs of your business stationery for approval.9b. Business Sta�onery - incorpora�ng CISI designatory le�ers and/or Chartered Wealth Manager �