For Education Partners

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Resources for Educators

CFP Board has developed and assembled a variety of materials and resources to help teachers bring lessons in personal finance into the classroom and to make students aware of career opportunities in the financial planning profession.


CFP Board Publications

CFP Board’s Consumer Guide to Financial Planning

The Consumer Guide to Financial Planning is full of information to learn about the importance of financial planning; steps to get started with a financial plan; and important tips to get the most out of working with a personal financial planner.  

CFP Board provides a complimentary copy of this guide to individuals.

Download a PDF Copy (PDF, 1.8MB) 
Request a free Printed Copy

Non-profit organizations involved in providing financial planning or financial literacy education to their constituents can request complimentary copies of CFP Board’s Consumer Guide to Financial Planning, up to 100 copies per month.

Order Multiple Printed Copies

CFP Board’s Consumer Guide to Financial Self-Defense

This brochure is designed to help you identify a qualified financial advisor and provides tips to avoid "red flags" that may signal an unqualified financial advisor.

Download a Copy (PDF, 1.81MB)
Order a Printed Copy (PDF Order Form, 53KB)

Student Paper Career Article

Designed for inclusion in student newspapers or newsletters, this article highlights the thoughts and views of college students who have recently graduated and have just begun their career in financial planning.

Download the Career Article (Word, 36KB)

A Career in Demand

This brochure outlines what it means to be a financial planner, specifically a CERTIFIED FINANCIAL PLANNER™ professional. Provide this informational brochure to interested students or place in your guidance counseling office.

Download a Copy (PDF, 757KB)

Guide to CFP® Certification

The Guide to CFP® Certification provides details about all of the CFP® certification requirements.

View this information online

Request a PDF copy


Blog: "Let's Talk Planning"

Weekly blog posts from CFP Board's Consumer Advocate, Eleanor Blayney, CFP®, provide tips, strategies and insight when it comes to financial planning. Read the blog for important information to help you manage all financial aspects of your life – your benefits, spending, debt, property, income, taxes, the transfer of your assets to your family. You don't need to have a lot of money or be close to retirement in order to benefit from financial planning.

Visit the blog

Subscribe to the blog


Monthly eNewsletter

CFP Board's monthly "Let's Make a Plan" eNewsletter features information about financial planning, consumer alerts, financial planning tools and resources and much more. All it takes to subscribe is a valid email address!

Subscribe to CFP Board’s "Let's Make a Plan" eNewsletter


Let’s Make a Plan Website

On CFP Board’s Let’s Make a Plan website, you’ll learn why you need a financial plan, how to get started, and how to find a qualified financial planning professional who will help you pull your finances together.  This consumer website was launched in 2011 as the focal point of a multi-year national public awareness campaign to increase awareness of CFP® professionals.

Visit www.LetsMakeAPlan.org
Learn more about CFP Board’s Public Awareness Campaign


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, Suite 800
Washington, DC 20005

Fax: 202-379-2299


Resources for High School Educators

Junior Achievement

Founded in 1919, Junior Achievement (JA) is the world's largest organization dedicated to educating young people about business, economics and free enterprise. JA programs are taught by volunteers in class and after school at locations throughout the United States and in 98 countries. Programs span grades K-12 and focus on seven key content areas: business, citizenship, economics, entrepreneurship, ethics/character, financial literacy and career development. CFP Board has helped connect volunteer CFP® professionals with local JA chapters to participate in education programs that focus on personal finance. To learn how your high school can get involved in Junior Achievement, go to www.ja.org.

National Academy Foundation

The National Academy Foundation (NAF) is a nonprofit organization that supports a national network of high school career academies - small learning communities - in finance, travel & tourism and information technology to prepare young people for future careers through a combination of school-based curricula and work-based experiences.  To learn more, visit www.naf.org.

National Endowment for Financial Education (NEFE)

Since 1984, NEFE has been addressing youth financial literacy with the nationally known NEFE High School Financial Planning Program® (HSFPP). The HSFPP consists of a student manual, instructor’s manual with lesson plans and visual aids, and a dynamic suite of web pages that offer a large, continually growing collection of resources, articles, and financial tools for teachers, students, and parents. To learn more, visit www.nefe.org.
Council On Education
CFP Board’s Council on Education advises CFP Board on the development and clarification of all educational policies related to the CFP® certification process.