The Competency Profile is the defining resource for what a financial planner can and should do in practice. The PFP® Professional Competency Profile is the foundational document for the Personal Financial Planner (PFP ®) designation that describes the required competencies (i.e., the knowledge, skills and abilities) of professionals awarded the designation. There are tailored education paths for securities, mutual fund, insurance and banking professionals, and students can achieve interim certificates while they work towards completing the PFP designation. Course and certification exams can be written any time of the year. The PFP ® is a comprehensive financial planning designation that is flexible and accessible.
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Accredited by the American National Standards Institute to ISO 17024, which acknowledges meeting global standards for certifications, CSI ensures PFP professionals meet the highest standards of competence and professionalism. Since 2010, over 4300 Personal Financial Planner designations have been awarded to industry leading financial planning professionals.
And we have a global capability that benefits clients with IP procurement, disputes, and transactional needs.Why is The PFP ® The Leading Industry Standard? With offices in Boston, Chicago, Houston, Miami, New York, Philadelphia, Pittsburgh, Princeton, San Francisco, Santa Monica, Silicon Valley, Washington, DC, and Wilmington, we bring a wealth of knowledge about local judges, courts, and opposing counsel in IP disputes. And we subscribe to sophisticated legal analytics services that help us win lawsuits and protect assets. We also have technology, life sciences, energy, financial and retail industry teams, as well as dedicated teams for post-grant proceedings, ITC proceedings, non-practicing entity litigation, and Asian and European IP procurement and protection. Our lawyers work with an experienced business operations team, offering clients reliable budgets and cost-effective solutions. Our teamwork translates into strong client service. We are regularly involved in transactions on behalf of clients, including due diligence and other IP aspects of mergers and acquisitions, licensing, and technology transfer. We also have a proven IP appellate practice with a winning record at the US Court of Appeals for the Federal Circuit and the US Supreme Court.
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Our IP litigation practice, which includes more than 40 Ph.D.s in multiple subject areas, has some of the firm’s top trial lawyers with a strong record of performance in jury and bench trials. Whether related to technology, the life sciences, energy, manufacturing, finance, retail or consumer goods, we combine legal expertise, industry knowledge, and scientific and technical depth. We are equally dedicated to procuring IP rights, asserting such rights against infringers, and defending clients accused of infringement. The size and breadth of our practice, coupled with our geographic and subject-matter balance, means we have the talent to match most needs. We have a unified practice across our global offices, and our practice is well balanced across prosecution, transactions, and litigation.
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