"Let's Make a Plan" eNewsletter
CFP Board's monthly "Let's Make a Plan" eNewsletter for consumers includes helpful articles and information on financial planning. Get tips on a variety of personal finance topics so that you can get the most out of your financial plan.
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Consumer Guide to Financial Self-Defense
Consumers often fall victim to financial abuse at the hands of unethical and unqualified financial advisors. This guide describes "red flags" of potentially incompetent, unethical or illegal financial planning practices, and provides tips and guidance to protect yourself if you encounter them.
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Savings Fitness: A Guide to Your Money and Your Financial Future
Create your personal savings plan and prepare for retirement and other goals with this step-by-step guide created by the U.S. Department of Labor's Employee Benefits Security Administration (EBSA) and CFP Board. Included are customizable worksheets and calculators to help you get started with your plan.