NASAA (North American Securities Administrators Association)

NASAA Model Rule provides preferential treatment for designations awarded by accredited institutions of higher education. All of College’s designations are acceptable for usage.

NAIC (National Association of Insurance Commissioners)

NAIC Model Rule provides preferential treatment for designations awarded by accredited institutions of higher education. All of College’s designations are acceptable for usage.

  • Alabama

     Status: Alabama Securities Commission Rule 830-X-3-.28 provides preferential treatment for designations awarded by accredited institutions of higher education. All of College's designations are acceptable for usage.

  • Alaska

     Status: Alaska Insurance Department Regulation 3 AAC 26.820 - 3 AAC 26.825 provides preferential treatment for designations awarded by accredited institutions of higher education. All of College's designations are acceptable for usage.

  • Arizona

     Status: Arizona Insurance Department Bulletin 2008-07 encourages reference to NAIC model rule that provides preferential treatment for designations awarded by accredited institutions of higher education.

  • Arkansas

     Status:  All of College's designations are acceptable for usage.

  • California

     Status:   All of College's designations are acceptable for usage in California. California Assembly Bill AB 2149 (Securities Division) provides preferential treatment for designations awarded by accredited institutions of higher education. California Assembly Bill AB 2717 (Insurance Division) provides that all of the College's designations are either exempt from the legislation or are not considered senior designations. Chartered Retirement Planning CounselorSM and Chartered Retirement Plans SpecialistSM may not be used in conjunction with selling insurance products to senior citizens.

  • Colorado

     Status: Colorado CRS 51-4.8(IA) provides preferential treatment for designations awarded by accredited institutions of higher education. All of College's designations are acceptable for usage.

  • Connecticut

     Status:  All of College's designations are acceptable for usage.

  • Delaware

     Status:  All of College's designations are acceptable for usage.

  • District of Columbia

     Status: All of College's designations are acceptable for usage.

  • Florida

     Status: Florida Office of Financial Regulation Rule 69W-600.0133 provides preferential treatment for designations awarded by accredited institutions of higher education. All of College's designations are acceptable for usage.

  • Georgia

     Status: All of College's designations are acceptable for usage.

  • Hawaii

     Status: All of College's designations are acceptable for usage.

  • Idaho

     Status: All of College's designations are acceptable for usage.

  • Illinois

     Status: All of College's designations are acceptable for usage.

  • Indiana

     Status: All of College's designations are acceptable for usage.

  • Iowa

     Status:  Iowa Insurance Department bulletin 07-05 provides preferential treatment for designations awarded by accredited institutions of higher education. All of College's designations are acceptable for usage.

  • Kansas

     Status: All of College's designations are acceptable for usage.

  • Kentucky

     Status: Kentucky KRS 304.9-350(8) recognizes all designations awarded by the College for Financial Planning, except Registered ParaplannerSM.

  • Louisiana

     Status: All of College's designations are acceptable for usage.

  • Maine

     Status: Maine Office of Securities Chapter 512 provides preferential treatment for designations awarded by accredited institutions of higher education. All of College's designations are acceptable for usage.

  • Maryland

     Status: Maryland parallels NASAA model rule, which provides preferential treatment for designations awarded by accredited institutions of higher education.  All of College's designations are acceptable for usage.

  • Massachusetts

     Status: Massachusetts Securities Division Regulation 950 CMR 12.204(2)(i) exempts designations awarded by accredited institutions of higher education. All of College's designations are acceptable for usage.

  • Michigan

     Status: All of College's designations are acceptable for usage.

  • Minnesota

     Status: All of College's designations are acceptable for usage.

  • Mississippi

     Status: All of College's designations are acceptable for usage.

  • Missouri

     Status: Missouri CSR 30-51.170 provides preferential treatment for designations awarded by accredited institutions of higher education. All of College's designations are acceptable for usage.

  • Montana

     Status: Montana Securities Department rule 6.10.602 provides preferential treatment for designations awarded by accredited institutions of higher education. All of College's designations are acceptable for usage.

  • Nebraska

     Status:  Nebraska Department of Banking and Finance, Department of Securities Interpretive Opinion No. 26 approves all of the College's designations for usage.

  • Nevada

     Status: All of College's designations are acceptable for usage.

  • New Hampshire

     Status:  New Hampshire House Bill 1274 and RSA 421-B:6 provide preferential treatment for designations awarded by accredited institutions of higher education. All of College's designations are acceptable for usage.

  • New Jersey

     Status: New Jersey Predatory Annuities Prevention Act provides preferential treatment for designations awarded by accredited institutions of higher education. All of College's designations are acceptable for usage.

  • New Mexico

     Status:  New Mexico Securities Division rule 12.11.17 NMAC provides preferential treatment for designations awarded by accredited institutions of higher education. All of College's designations are acceptable for usage.

  • New York

     Status: All of College's designations are acceptable for usage.

  • North Carolina

     Status: All of College's designations are acceptable for usage.

  • North Dakota

     Status: North Dakota parallels the NASAA model rule, which provides preferential treatment for designations awarded by accredited institutions of higher education. All of College's designations are acceptable for usage.

  • Ohio

     Status: All of College's designations are acceptable for usage.

  • Oklahoma

     Status: All of College's designations are acceptable for usage.

  • Oregon

     Status: All of College's designations are acceptable for usage.

  • Pennsylvania

     Status: All of College's designations are acceptable for usage.

  • Rhode Island

     Status:  Rhode Island Division of Insurance Regulation 112 provides preferential treatment for designations awarded by accredited institutions of higher education. All of College's designations are acceptable for usage.

  • South Carolina

     Status: All of College's designations are acceptable for usage.

  • South Dakota

     Status: All of College's designations are acceptable for usage.

  • Tennessee

     Status: All of College's designations are acceptable for usage.

  • Texas

     Status: Texas Banking and Securities Rule 7 TAC 115.16 provides preferential treatment for designations awarded by accredited institutions of higher education. All of College's designations are acceptable for usage.

  • Utah

     Status: Utah Insurance Department Rule R590-252 provides preferential treatment for designations awarded by accredited institutions of higher education. All of College's designations are acceptable for usage.

  • Vermont

     Status: All of College's designations are acceptable for usage.

  • Virginia

     Status: Virginia State Corporation Commission Rule 14VAC5-43 provides preferential treatment for designations awarded by accredited institutions of higher education. All of College's designations are acceptable for usage.

  • Washington

     Status:  Washington Department of Financial Institutions Securities Division Section WAC 460-25A-030 provides preferential treatment for designations awarded by accredited institutions of higher education. All of College's designations are acceptable for usage.

  • West Virginia

     Status: All of College's designations are acceptable for usage.

  • Wyoming

     Status: All of College's designations are acceptable for usage.

  • Wisconsin

     Status: Wisconsin Department of Financial Institutions Securities Division Section DFI-Sec 10.02 provides preferential treatment for designations awarded by accredited institutions of higher education. All of College's designations are acceptable for usage.

View State Approval/Regulations:

National and State Approval/Regulations

CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. Earnings amounts and increases cited relate to individuals already employed in the financial services industry.  They do not constitute guarantees of future results.

 

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