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 was 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. (Requires account login to order copies.)
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.)
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.
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.
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