Available in electronic and print format, CFP Board’s consumer resources and educational publications provide information about financial planning and guidance for consumers seeking a financial planner.
"Let's Make A Plan" eNewsletter
CFP Board's electronic newsletter for consumers includes articles that will help you learn more about financial planning. Get tips that can help you get the most out of your financial plan and ideas and activities that you can discuss and try with the help of your financial planner. Subscribe to the newsletter and receive valuable information, tools and resources direct to your inbox.
Financial Self-Defense For Seniors
Financial Self-Defense for Seniors describes 10 “Red Flags” – common situations in which older Americans are vulnerable to financial abuse – and provides warning signs of financial abuse; real-life situations in which seniors were taken advantage of; and advice for seniors and their families for guarding against such abuse.
Download a copy (PDF, 2 MB).
Consumer Guide to Financial Planning
This brochure shares what you should know about financial planning, how to get started with your financial plan, and how to find a CERTIFIED FINANCIAL PLANNER™ practitioner qualified to help you with your financial planning needs.
Download a copy (PDF, 2,198KB) or request a complimentary printed copy by mail by completing our request form.
Consumer Guide to Financial Self-Defense
Consumers, particularly senior citizens, 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.
Order a free printed copy or download a copy. (PDF, 1,856KB)
Savings Fitness: A Guide to Your Money and Your Financial Future
Created in partnership between The U.S. Department of Labor and CFP Board, this guide starts you on the way to setting goals and putting your retirement high on the list of personal priorities. The guide will help you clarify your retirement goals and help make saving for retirement and other goals a habit. You’ll learn that there is no such thing as starting too early or too late.
Download a copy or request a complimentary printed copy here.