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Announcements

New Sample Client Letters in Public Awareness Campaign Toolkit

Jan 17, 2013

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.

Find the sample client letter templates in the Public Awareness Campaign Toolkit
Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.

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