Certified Financial Planner Board of Standards, Inc.
800-487-1497 • Click Here

North American Securities Administrators Association
202-737-0900 • www.nasaa.org

National Association of Insurance Commissioners
816-783-8500 • www.naic.org

Financial Industry Regulatory Authority
800-289-9999 • www.finra.org

Securities and Exchange Commission
800-732-0330 • www.sec.gov

Certified Financial Planner Board of Standards, Inc.
800-487-1497 • Click Here

Financial Planning Association
800-322-4237 • www.fpanet.org

National Association of Personal Financial Advisors
800-366-2732 • www.napfa.org

American Institute of Certified Public Accountants-Personal Financial Planning Division
888-777-7077 • pfp.aicpa.org

Society of Financial Service Professionals
888-243-2258 • www.financialpro.org

Read on for a checklist you can use when interviewing a financial planner >