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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.
- 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.
- 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.
- 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.
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