For CFP® Professionals

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Sample Client Letters

CFP Board has developed customizable client letters that CFP® professionals can send to clients and potential clients to highlight their qualifications as a CFP® professional and encourage them to take the next steps with their financial planning.

Sample Letter with an Offer for a Financial Review
This sample letter highlights the sender's CFP® certification, encourages the recipient to take advantage of the benefits of financial planning, and promises that the sender will contact the recipient to arrange a meeting to discuss their financial planning needs.

Sample Letter with "What Is the CERTIFIED FINANCIAL PLANNER™ Certification?" brochure enclosed
This sample letter is designed to be delivered with a copy of CFP Board's brochure, "What Is the CERTIFIED FINANCIAL PLANNER™ Certification?" which is available to CFP® professionals through our online store. The letter highlights the sender's CFP® certification, encourages the recipient to take advantage of the benefits of financial planning, and encourages the recipient to contact the sender to discuss their financial planning needs.

CFP® professionals can customize these letter templates with their personal information and printed on their business letterhead.  Access the customizable templates >

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

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