Take advantage of tools and resources to market yourself to new clients and firms, as you build public awareness of CFP® certification as the standard of excellence in financial planning.
Leverage the CFP® Marks
Congratulations on earning your CFP® certification! Learning to properly use the CFP® marks can help you get the word out, build your reputation and set you apart from other financial planners.
Your Public Profile
Your public profile is a great way to stay visible among consumers, peers, and firms. It can be displayed through the "Find a CFP® Professional" search tool on our Let's Make a Plan website. Take a few minutes to ensure your profile is complete and up-to-date.
Find Resources for Your Clients
Find resources for educating your clients about the benefits of financial planning and working with a CFP® professional.
How to Get the Financial Planning Advice That's Right for You discusses why clients should work with an advisor who holds CFP® certification.
Consumer Blog and Newsletter
Get consumer tips, strategies and insights about financial planning. These resources can also provide ideas for conversation topics with your clients.
What Is the CERTIFIED FINANCIAL PLANNER™ Certification? Brochure
This brochure, which fits in a regular business envelope, helps clients understand the basics of certification and the benefits of working with a CFP® professional. (Requires account login to order copies.)
ETHICAL DUTIES OF CFP® PROFESSIONALS BROCHURE
This trifold brochure, which fits in a regular business envelope, helps clients understand the ethical duties of CFP® professionals under CFP Board’s Code of Ethics and Standards of Conduct. (Requires account login to order copies.)
Get Copyright Permission from CFP Board
We generally grant permission to use content or reprint additional copies of copyrighted materials from CFP Board, upon written request.
Video: CFP® Professionals - Working for You
This short, animated video educates the public about a CFP® professional’s commitment, as part of CFP® certification, to uphold the Code of Ethics and Standards of Conduct. Share the video with your clients and prospective clients.
Raising Public Awareness
View the latest public awareness campaign, which has helped to raise total awareness of CFP® certification among the public and consumers. We also offer a toolkit of resources and materials that you can share with others to help promote CFP® certification with your own clients and networks.
Order CFP® Certificates & Merchandise
Log in to your CFP Board account to stock up on marketing materials and to order a copy of your certificate (note that CFP® professionals now have access in their CFP Board account to a digital certificate that you can add to your email signature, website and social media accounts). You can also order merchandise to show off your CFP® certification to friends, family and clients.