Download a Free Consumer Guide to Financial Planning

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Download a Free Consumer Guide to Financial Planning

The Consumer Guide to Financial Planning is available as a free, downloadable PDF document.

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.

Download a copy 

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The Center's focus includes workforce development, diversity, and the profession's body of knowledge.

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Reach New Clients

CFP Board’s “Find a CFP® Professional” online search tool can help you connect with Americans seeking professional financial planning services.

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Continuing
Education

More than 1,000 CE Sponsors have registered with CFP Board to provide continuing education.

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