The New Financial Realities
Eleanor Blayney, CFP®, CFP Board's Consumer Advocate, discusses the “new realities” of today’s economy in a series of videos.

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  CFP Board's Consumer Advocate
Eleanor Blayney, CFP®, CFP Board’s Consumer Advocate, strongly believes that the financial world is too complex to shoulder alone and that everyone should have access to professional financial planning assistance. She makes financially complex ideas and strategies accessible and understandable. Learn more >
Know Where You Stand
Having a clear picture of your current financial situation is one of the first steps in creating a financial plan. CFP Board’s Personal Data Organizer tool will help you take a snapshot of your current financial situation, give you a sense of the types of questions a financial planner will ask, and prepare you for your first meeting with a CERTIFIED FINANCIAL PLANNER™ professional.
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Ethics and the CFP® Certification
When you work with a CERTIFIED FINANCIAL PLANNER™ professional, you should expect to receive services that are conducted ethically, with integrity, objectivity, honesty and diligence. You deserve to have your interests placed ahead of the interests of your financial planner.
CFP Board takes seriously its obligation to enforce those standards and has established disciplinary procedures that provide a rigorous and fair process for investigating questionable matters and imposing discipline where appropriate. This video presentation provides an overview of CFP Boards ethical standards and disciplinary procedures.

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Financial Precautions Safeguard Family Future
Among the tragedies in the aftermath of the 9/11 terrorist attacks of 2001 were the dire financial circumstances of many families whose breadwinners were killed or injured.
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Consider Financial Impact When Changing Jobs
Whether you’ve had a great offer at a hot new company or simply concluded that it’s time to move on, your decision to change jobs has financial implications for you and your future.
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Whats Your Attitude Toward Planning?
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