CFP Board’s Financial Planning Competency Handbook
CFP Board's 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).
can also be ordered from your favorite bookseller and is available in electronic format for iBooks, Kindle and Nook.
Financial Self-Defense For Seniors
Financial Self-Defense for Seniors describes 10 “Red Flags” – common situations in which older Americans are vulnerable to financial abuse – and provides warning signs of financial abuse; real-life situations in which seniors were taken advantage of; and advice for seniors and their families for guarding against such abuse. Download a copy of Financial Self-Defense For Seniors > (PDF, 2 MB)
Consumer Guide to Financial Planning
The Consumer Guide to Financial Planning is available for purchase in packs of 10. Login to your CFP Board account to learn more and purchase >
Order CFP Board’s Consumer Guide to Financial Self-Defense
CFP Board has teamed up with the U.S. General Services Administration to make available a brochure educating consumers about how to identify a qualified financial advisor and providing tips to avoid "red flags" that may signal an unqualified financial advisor. We encourage you to share this brochure with your clients and potential clients.
- Download in PDF format
- Request hard copies free of charge from the GSA’s Federal Citizen Information Center. (On the publication order form, search for publication 580W under the “Investing & Saving” heading.)
Blog: "Let's Talk Planning"
Weekly blog posts from CFP Board's Consumer Advocate, Eleanor Blayney, CFP®, provide consumer-oriented tips, strategies and insights about financial planning. CFP® professionals can share blog posts with their clients and prospective clients, or use the posts as topics for client discussions.
Visit the blog
Subscribe to the blog
"Let's Make a Plan" eNewsletter
CFP Board's monthly "Let's Make a Plan" eNewsletter provides consumer-orieneted information about financial planning, consumer alerts, financial planning tools and resources and much more. CFP® professionals can share items from the newsletter with their clients and prospective clients, or use the articles as topics for client discussions.< />
Subscribe to "Let's Make a Plan" eNewsletter
Read the latest "Let's Make a Plan" eNewsletter
Copyright Permission Request Form
CFP Board will generally grant permission to use content or reprint additional copies of copyrighted materials upon a user's written request.
In order to receive CFP Board's written consent, please complete the online Copyright Permission Request form and CFP Board's Trademark Department will review your request and notify you by email if your request has been approved or if we require more information.
You may also Download the Copyright Permission Request form (PDF, 49KB) and send the completed form to CFP Board by mail or fax to:
Certified Financial Planner Board of Standards, Inc.
Attention: Trademark Department
1425 K Street NW #500
Washington, DC 20005