Swiss Financial Planners Organization (SFPO)

The Swiss Financial Planners Organization (SFPO) is a credentialing, licensing, standards-setting and disciplinary body with a mission to benefit and protect the public by: setting the qualification for initial professional certification; protecting the CFP certification mark and the service marks CERTIFIED FINANCIAL PLANNER™ and CFP ® in Switzerland; enhancing the professionalism of those engaged in the exercise and pursuit of personal financial planning; informing the public about ongoing national and international financial planning issues; and lobbying governmental entities in the field of financial planning.

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Address: Münzgraben 6, Postfach
3000 Bern 7, Switzerland
Phone: +41 31 326 27 30
Fax: +41 31 326 27 31
Email: info@sfpo.ch
Website: http://www.sfpo.ch
FPSB
Financial Planning Standards Board Ltd.

Phone: +1-720-407-1914
Fax: +1-720-407-1921
info@fpsb.org

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Certified Financial Planner

Financial Planning Standards Board Ltd. owns the marks above outside the U.S. and permits qualified individuals to use these marks to indicate that they have met FPSB’s initial and ongoing certification requirements.

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