As a CFP Board-Registered Program, your institution has access to variety of tools created by CFP Board to help you educate and promote your financial planning educational programs to prospective students. Below you will find a variety of marketing tools, including:
These new advertisements feature the new CFP® (with plaque design) mark introduced with CFP Board's Public Awareness Campaign and are designed to be customized with your program's information. Each ad layout is available in several different formats, including print ads, emailers, online banners and posters.
To download customizable PDFs of these ads, click on the images below.
Advertisements for traditional students:
Advertisement for career changers:
To download customizable PDFs of these ads, click on the images above. High-resolution artwork for the ads is available from CFP Board upon request to contact CFP Board's Marketing Manager, Paul Horenkamp, at email@example.com.
CFP Board's booklets and brochures may be downloaded in electronic format at no charge from CFP Board's website and printed and reproduced as needed. CFP Board requests that the publications be reproduced in their entirety. If you wish to use only a portion of a publication, please complete the online Copyright Permission Request Form.
CFP Board will continue to send single copies of brochures and booklets to consumers, candidates and other individuals directly at no cost. Therefore, if any registered program would rather refer its students directly to CFP Board to obtain publications, it may do so.
If you wish to order hard copies of any CFP Board publication available in a printed version, contact CFP Board's Marketing Manager, Paul Horenkamp, at firstname.lastname@example.org or call 800-487-1497. Please indicate the type of publication, quantity needed, your contact information, shipping address and payment information (MasterCard, Visa, American Express or check - payable to CFP Board). Orders placed with payment by check will not be processed until payment is received by CFP Board.
CFP Board Letters to Students
CFP Board encourages you to provide your new and graduating students with these messages from CFP Board's CEO, Kevin Keller. To request customizations specific to your program or students, please contact CFP Board's Marketing Manager, Paul Horenkamp, at email@example.com.
|Welcome Letter to Students Enrolled in First Course |
| ||Download Letter |
|Congratulatory Letter to Graduating Students |
| ||Download Letter |
News Release Templates
Prior to distribution or publication of news releases and articles using these templates, please submit final versions to CFP Board for review at firstname.lastname@example.org.
CFP Board-Registered programs may request to receive quarterly mailing lists of individuals who have requested a copy of CFP Board's Guide to CFP® Certification booklet. The lists may be used for the express purpose of promoting your CFP Board-Registered Program. The mailing lists are provided free of charge, and each quarter's mailing list contains the names and addresses of several hundred individuals who have expressed interest in CFP® certification. If you are interested in receiving these mailing lists, please download the List Request Form (PDF, 40.3KB) or contact
Does your program have a review course that is offered to the public? If so you may be interested in purchasing a mailing list of candidates who have registered for the CFP® Certification Examination. Mailing lists of individuals registered for the next CFP® Certification Examination may be purchased for purposes of promoting materials or services that prepare individuals to take the CFP® Certification Examination. For information about list options and pricing, and to request a list, download the CFP Board Mailing List Order Form (PDF, 50.2KB).