Resources for Your Clients
CFP Board has developed publications you can distribute to help your current and potential clients learn more about the basics of financial planning and the benefits of choosing a CERTIFIED FINANCIAL PLANNER™ professional.
Brochures and Publications
This brochure is designed to help CFP® professionals educate current and prospective clients about the importance of financial planning and the benefits of working with a CFP® professional.
This brochure helps clients understand the ethical duties of CFP® professionals under CFP Board’s Code of Ethics and Standards of Conduct.
This special report for investors from Kiplinger’s features a message from CFP Board’s CEO, and a collection of articles about the value of financial planning and the importance of working with an advisor who holds CFP® certification.
Weekly blog posts from CFP Board Ambassadors around the country provide consumer-oriented tips, strategies and insights about financial planning. CFP® professionals can share blog posts with their clients and prospective clients, or use the posts as topics for client discussions.
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.
CFP Board's monthly eNewsletter provides consumer-oriented information about financial planning, consumer alerts, financial planning tools and resources and much more. CFP® professionals can share items from the newsletter with their clients and prospective clients, or use the articles as topics for client discussions.
Purchase copies of the What Is the CERTIFIED FINANCIAL PLANNER™ Certification brochure and Ethical Duties of CFP® Professionals brochure (tri-fold brochures that fit in regular business envelopes, sold in packs of 20) through CFP Board’s online publication store. (Requires account login to order copies.)
Copyright Permission Request Form
CFP Board will generally grant permission to use content or reprint additional copies of copyrighted materials upon a user's written request.
In order to receive CFP Board's written consent, please complete the Copyright Permission Request form and CFP Board's Trademark Department will review your request and notify you by email if your request has been approved or if we require more information.
Download the Copyright Permission Request Form
To submit, please send the completed form to CFP Board by mail or fax to:
Certified Financial Planner Board of Standards, Inc.
Attention: Trademark Department
1425 K Street NW #800
Washington, DC 20005