Colleges & Universities
Marketing Tools for CFP Board - Registered Programs

CFP Board has a variety of tools to help you educate and promote your financial planning educational programs to prospective students. Below you will find a list of communication tools, including publications you can download or order from CFP Board.

Publications Printed Version Download Free Version
Guide to CFP® Certification Free Download Adobe Acrobat File
Your Career as a CERTIFIED FINANCIAL PLANNER™ Practitioner* $1.25 Download Adobe Acrobat File
Why You Should Choose a CERTIFIED FINANCIAL PLANNER™ Practitioner* $1.25 Download Adobe Acrobat File
CFP Board's Standards of
Professional Conduct
$5.00 View Information
Released Cases and Multiple Choice Questions from CFP® Certification Examinations (electronic versions only) View Information
* These items are available for purchase
only in bundles of 25 brochures.

 

Fliers
Steps to CFP® Certification flier (electronic version only)   Download Adobe Acrobat File
About CFP Board flier* $1.00 Download Adobe Acrobat File
High School Informational flier $1.25 Download Adobe Acrobat File
* These items are available for purchase
only in bundles of 25 brochures.

 

Electronic Media
CFP Board Presentation Download PowerPoint File
     
Advertisements    
The advertisements below are designed to be customized with your program’s information. These ads are approved by CFP Board and do not need to be submitted for marks review, although CFP Board would appreciate receiving a copy of any customized ads for our records. However, if you make any changes other than those described above, your ad will need to be sent for review to CFP Board's Trademark Department at trademark@CFPBoard.org.
 
To request high-resolution artwork for any of the ads, please contact CFP Board's Marketing Manager, Anne Pluta, at marketing@CFPBoard.org.
 
Customizable Print Advertisement - "It's Your Future" (full page, PDF Format) Download Ad
Customizable Print Advertisement - "It's Your Future" (1/4 page wide, PDF Format) Download Ad
Customizable Print Advertisement - "It's Your Future" (1/4 page long, PDF Format) Download Ad
Customizable Print Advertisement - "Right Time. Right Place." (PDF Format) Download Ad
Customizable Print Advertisement - "Help People Achieve" (PDF Format) Download Ad

 

CFP Board Letters to Students
CFP Board encourages you to provide your new and graduating students with these messages from CFP Board's CEO, Kevin Keller. To request customizations specific to your program or students, please contact CFP Board's Marketing Manager, Anne Pluta, at marketing@CFPBoard.org.
 
Welcome Letter to Students Enrolled in First Course (PDF Format) Download Letter
Congratulatory Letter to Graduating Students (PDF Format) Download Letter

 

Public Relations
Sample Press Release - customizable Download Microsoft Word File
Sample News Article - customizable Download Microsoft Word File
     
Mailing Lists
CFP Board-Registered programs may request to receive quarterly mailing lists of individuals who have requested a copy of CFP Board’s Guide to CFP® Certification booklet. The lists may be used for the express purpose of promoting your CFP Board-Registered Program. The mailing lists are provided free of charge, and each quarter’s mailing list contains the names and addresses of several hundred individuals who have expressed interest in CFP® certification. If you are interested in receiving these mailing lists, please download the List Request Form or contact education@CFPBoard.org.

 

Shipping charges apply to all orders.

Electronic versions of CFP Board's booklets and brochures may be downloaded at no charge from CFP Board's Web site and printed and reproduced as needed. CFP Board requests that the publications be reproduced in their entirety.  If you wish to use only a portion of a publication, please complete the online Copyright Permission Request Form.

CFP Board will continue to send single copies of brochures and booklets to consumers, candidates and other individuals directly at no cost.  Therefore, if any registered program would rather refer its students directly to CFP Board to obtain publications, it may do so.

Ordering Instructions
To order CFP Board publications, fliers or displays, contact CFP Board's Marketing Manager, Anne Pluta, at marketing@CFPBoard.org or call 800-487-1497. Please indicate the type of publication, quantity needed, your contact information, shipping address and payment information (MasterCard, Visa, American Express or check - payable to CFP Board). Orders placed with payment by check will not be processed until payment is received by CFP Board.

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