For CFP® Professionals

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Brochures & Publications

CFP Board has published its first book, the Financial Planning Competency Handbook, and developed publications that you can distribute to help consumers learn more about the basics of financial planning and the benefits of choosing a CERTIFIED FINANCIAL PLANNER™ practitioner.
 

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).

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

Consumer Brochures

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.)



 

Order CFP Board’s What is the CERTIFIED FINANCIAL PLANNER™ Certification?

CFP Board has developed a brochure for CFP® professionals to educate current and prospective clients about the importance of certification and working with a CFP® professional. The dimensions of this brochure are 4" by 9 " and will fit in a regular business envelope. Sold in packs of 25.








Consumer Information

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 #800
Washington, DC 20005

Fax: 202-379-2299

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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