About CFP Board

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Publications

CFP Board’s Financial Planning Competency Handbook

CFP Board's Financial Planning Competency Handbook is the essential reference for those at any stage of the CFP® certification process, as well as a one-stop resource for practitioners looking to better serve their clients.

This fully updated second edition contains more than 90 chapters on the profession’s core body of knowledge, and features new case studies, links to new instructional videos, brand new content on connections diagrams, and a new section devoted to the interdisciplinary nature of financial planning. You’ll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy that help you better connect with and guide your clients. Comprehensive, clear, and detailed, Financial Planning Competency Handbook, Second Edition guides you from student to practitioner, and is a reference that should be in every smart financial planner’s library.

CFP® professionals can also obtain 28 CE credit hours by taking and passing the online test that’s accessible using the free PIN code found at the back of the book.

Order the Financial Planning Competency Handbook from CFP Board through your online CFP Board account (access your account, and go to the “Online Store” tab to order.)

The Handbook can also be ordered from your favorite bookseller and is available in electronic format for iBooks, Kindle and Nook.

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Weekly blog posts from CFP Board's Consumer Advocate, Eleanor Blayney, CFP®, provide tips, strategies and insight when it comes to financial planning. Read the blog for important information to help you manage all financial aspects of your life – your benefits, spending, debt, property, income, taxes, the transfer of your assets to your family. You don't need to have a lot of money or be close to retirement in order to benefit from financial planning. 

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"Let's Make a Plan" eNewsletter









CFP Board's monthly "Let's Make a Plan" eNewsletter for consumers includes helpful articles and information on financial planning. Get tips on a variety of personal finance topics so that you can get the most out of your financial plan.


Subscribe to "Let's Make a Plan" eNewsletter

Read the latest "Let's Make a Plan" eNewsletter


Consumer Guide to Financial Planning

This brochure shares what you should know about financial planning, how to get started with your financial plan, and how to find a CERTIFIED FINANCIAL PLANNER™ practitioner qualified to help you with your financial planning needs.


 Order a free printed copy 

 Download a copy 


Consumer Guide to Financial Self-Defense

Consumers often fall victim to financial abuse at the hands of unethical and unqualified financial advisors. This guide describes "red flags" of potentially incompetent, unethical or illegal financial planning practices, and provides tips and guidance to protect yourself if you encounter them. 

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Download a copy



Financial Self-Defense Guide For Seniors

This guide describes the most common real-life situations in which older Americans are vulnerable to financial abuse by a financial advisor, and provides advice for seniors and their families for guarding against such abuse, including ways to report it to proper authorities.  
 

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Download a copy
 




Savings Fitness: A Guide to Your Money and Your Financial Future

Create your personal savings plan and prepare for retirement and other goals with this step-by-step guide created by the U.S. Department of Labor's Employee Benefits Security Administration (EBSA) and CFP Board. Included are customizable worksheets and calculators to help you get started with your plan.

Order a free printed copy 

Download a copy
 

Savings Fitness Worksheets

On April 23, 2014, CFP Board and EBSA introduced user-friendly online versions of Savings Fitness worksheets and held a webcast that offered practical information on financial planning and guidance on using the online worksheets to set short- and long-term financial goals, calculate net worth, estimate retirement savings needs, develop a budget or cash flow spending plan, and organize debt.

Access the online financial planning tools on EBSA's website

Access the webcast archive  


Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
Putting Your Needs First
CFP Board requires CFP® professionals to put their clients’ interests ahead of their own at all times.