About CFP Board



CFP Board’s Financial Planning Competency Handbook

CFP Board's first book, the Financial Planning Competency Handbook, is now available from booksellers nationwide. Published by highly respected academic publisher John Wiley & Sons, Inc., the Handbook is designed for the entire financial planning profession — including students, professors and practitioners — and provides a theoretical framework for many of the major content areas in financial planning as well as real-world guidance for practicing professionals.

CFP® professionals can order the Financial Planning Competency Handbook from CFP Board through their online CFP Board accounts (log in, access your account, and look for the Handbook in the "Online Store" section of your account).

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

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. 

Visit the blog

Subscribe to the blog

"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. 

Order a free printed copy

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.  

Order a free printed copy 

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.