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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.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.