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
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1425 K Street NW #500, Washington, DC 20005 | phone: 800-487-1497 (Toll-Free) / 202-379-2200 | fax: 202-379-2299 | firstname.lastname@example.org
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