Disclosure Statements

The Financial Planning Association is the owner of trademark [and registration], service mark and collective membership mark rights in, and various U.S. registrations/applications for: FPA, and FINANCIAL PLANNING ASSOCIATION. The marks may not be used without written permission from the Financial Planning Association.

The Financial Planning Association is the owner of trademark and service mark rights in Financial Planning Week and the FINANCIAL PLANNING WEEK/LOGO. The marks may not be used without written permission from the Financial Planning Association.

CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.