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Membre FPSB switzerland

Swiss Financial Planners Organization (SFPO)

Münzgraben 6, Postfach, 3000 Bern 7, Switzerland
Tel: 41 31 326 27 30
Fax: 41 31 326 27 31
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The SFPO is a credentialing, licensing, standards-setting and disciplinary body whose mission is 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.

Certified Financial Planner

Les marques CFP®, CERTIFIED FINANCIAL PLANNER etcfp-logosont la propriété hors USA de FPSB (Financial Planning Standard Board Ltd). Par autorisation de FPSB, l’Association Française des Conseils en Gestion de Patrimoine Certifiés (CGPC) est seule habilitée à utiliser ces marques en France.