Certified Financial Planner Board of Standards Inc.

Colleges & Universities

Marketing Tools for CFP Board - Registered Programs

CFP Board has a variety of tools to help you educate and promote your financial planning educational programs to prospective students. Below you will find a list of communication tools, including publications you can download or order from CFP Board.

Publications	Printed Version	Download Free Version
Guide to CFP® Certification	$2.00	Download Adobe Acrobat File
Your Career as a CERTIFIED FINANCIAL PLANNER™ Practitioner*	$1.25	Download Adobe Acrobat File
Why You Should Choose a CERTIFIED FINANCIAL PLANNER™ Practitioner*	$1.25	Download Adobe Acrobat File
CFP Board's Standards of Professional Conduct	$5.00	View Information
Released Cases and Multiple Choice Questions from CFP® Certification Examinations (electronic versions only)		View Information
* These items are available for purchase only in bundles of 25 brochures.

Fliers
Steps to CFP® Certification flier	$0.25	Download Adobe Acrobat File
About CFP Board flier*	$1.00	Download Adobe Acrobat File
High School Informational flier	$1.25	Download Adobe Acrobat File
* These items are available for purchase only in bundles of 25 brochures.

Electronic Media
CFP Board Presentation		Download PowerPoint File
Presentation Handout (color)		Download Adobe Acrobat File
Presentation Handout (black & white)		Download Adobe Acrobat File

Advertisements
Customizable Print Advertisement - "Right Time. Right Place." (PDF Format)		Download Ad
Customizable Print Advertisement - "Help People Achieve" (PDF Format)		Download Ad

Public Relations
Sample Press Release - customizable		Download Microsoft Word File
Sample News Article - customizable		Download Microsoft Word File

Shipping charges apply to all orders. Electronic versions of CFP Board's booklets and brochures may be downloaded at no charge from CFP Board's Web site and printed and reproduced as needed. CFP Board requests that the publications be reproduced in their entirety. If only a portion of a publication is desired, please complete the online Copyright Permission Request Form. CFP Board will continue to send single copies of brochures and booklets to consumers, candidates and other individuals directly at no cost. Therefore, if any registered program would rather refer its students directly to CFP Board to obtain publications, it may do so. Ordering Instructions To order CFP Board publications, fliers or displays, contact CFP Board at education@CFPBoard.org or call 800-487-1497. Please indicate the type of publication, quantity needed, your contact information, shipping address and payment information (MasterCard, Visa, American Express or check - payable to CFP Board). Orders placed with payment by check will not be processed until payment is received by CFP Board.

< back to top