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)

Starting Next Spring:
Master Class in US Inbound / Outbound Financial Planning

Secure your spot for the Master Class in US Inbound/Outbound International Financial Planning.

The Global Financial Planning Institute:
Membership Options

Open
Free
What's included:
All Member Forum (unmoderated)
Introductory Presentations only (no access to slide-deck)
Blog
Get Started
Most Popular
Associate
$295/yr
Everything in Open plus:
Member Only Forum
Discounts to Conferences/Events
Institutional Foreign Exchange (10 bps @ $20K)
Professional Services Network
Intermediate and Advanced Presentations (Slide-decks) + White Papers
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.
Get Started
Full
$445/yr
Everything in Associate plus:
HEART Exit tax Calculator
Find an Advisor Listing
Media Enquiries
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.
Get Started

Community

  • Community Forum
  • Regular Webinars​
  • 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.