Upon completing the Master Class in U.S. Inbound/Outbound International Financial Planning, passing the proctored exam, and fulfilling the other requirements listed below, you will be entitled to use the GFP designation:

  • CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation, and
  • At least three years (full-time or equivalent) experience working directly with private clients as a financial advisor, wealth manager, private banker or in a similar/equivalent professional capacity
  • Signing an oath to uphold a fiduciary standard of care.

Level 1: Inbound/Outbound perspective of one country: GFP (Country of Focus). E.g. GFP (USA)

Level 2: A ‘CFP lite’ in a foreign country: Nothing new, other than 'Candidate for GFP cross-border designation.'

Level 3: A specific cross-border bilateral issue focus, so two countries will be listed with the first being where the candidate is primary qualified and the second where they've done their cross-border study. E.g. GFP (USA/AUS)

How to Properly Add Your GFP Designation or GFP Program Level to your Resume

Enrolling in the GFP® Program shows your commitment to a higher standard, and earning the GFP designation signals that you belong to an elite group of international financial professionals. Naturally, you want to call attention to your achievements on your resume.

GFP Institute encourages all full members to include their designations and candidates to display their participation in the GFP Master Class Program on their resumes in accordance with the member standing as described below.

If you are an active Full member in good standing:
  • The proper usage of a Level 1 GFP Full Member is “GFP (USA)” E.g. “Jane Doe, GFP (USA)”)
  • Include your member status in the certifications or education section of your resume as “GFP Full member, GFP Institute.”
  • You may also include the date you became a full member.
If you are currently a candidate in the GFP Master Class or Essentials program:
  • Include your participation in the GFP Master Class or Essentials Program In the education section of your resume. (For example: “GFP Master Class  participant, GFP Institute.”)
  • You may use the term “candidate” only if you are actively registered for a particular exam.
If you are a lapsed GFP Full member:
  • Include your membership status in the certifications section of your resume and specify the dates held. (For example: “GFP charterholder, 20XX–20XX.”)

GFP CONNECT 24 coming January 13-15, 2024

Secure your spot at our in-person conference in Miami, Florida.

The Global Financial Planning Institute:
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What's included:
All Member Forum (unmoderated)
Introductory Presentations only (no access to slide-deck)
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Everything in Open plus:
Member Only Forum
Discounts to Conferences/Events
Institutional Foreign Exchange (10 bps @ $20K)
Professional Services Network
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Members of this level have not passed the ‘Master Class in US Inbound/Outbound International Financial Planning’ and/or do not fulfill full membership requirements.
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Everything in Associate plus:
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Use of GFP Designation
Institutional Foreign Exchange
Multi-Currency Client Investment Plan
Members of this level have passed the ‘Master Class in US Inbound/Outbound International Financial Planning’ OR an equivalent exam AND fulfill the following requirements:
  • CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation, and
  • At least three years (full-time or equivalent) experience working directly with private clients as a financial advisor, estate attorney, CPA, insurance professional, or a similar/equivalent professional capacity.
  • A fiduciary standard of care.
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Community

  • Community Forum
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  • Conferences

Education

  • Master Class for US Inbound/Outbound Financial Planning
  • Blog
  • White papers
  • ​Future: Cross-Border in specific countries
  • Podcast

Platform and Resources

  • CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation, and

Ongoing Research​

  • CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation, and
  • At least three years (full-time or equivalent) experience working directly with private clients as a financial advisor, estate attorney, CPA, insurance professional, or a similar/equivalent professional capacity.
  • A fiduciary standard of care.