Brochures - Publications

For CFP® Professionals


Brochures & Publications

CFP Board has developed publications you can distribute to help consumers learn more about the basics of financial planning and the benefits of choosing a CERTIFIED FINANCIAL PLANNER™ practitioner.

Consumer Brochures

Consumer Guide to Financial Planning

The Consumer Guide to Financial Planning brochure has all the information your clients need to learn about the importance of personal financial planning and tips to get the most out of working with a CFP® professional. 

The guide is currently being updated and will be available for you to purchase soon. In the meantime, you can download a copy of the Consumer Guide to Financial Planning until updates are finalized

Download a Copy 



CFP Board has developed a brochure for CFP® professionals to educate current and prospective clients about the importance of certification and working with a CFP® professional. This tri-fold brochure is 4" by 9 " and will fit in a regular business envelope. Sold in packs of 20.

Order now  (login required)

Preview a Sample 

What is the CFP Certification?

Kiplinger’s Special Report:
How to Get the Financial Advice That’s Right for You

This special report for investors from Kiplinger’s features a message from CFP Board’s CEO and a collection of articles designed to educate your current and prospective clients about the value of financial planning and the importance of working with an advisor who holds CFP® certification.

Download a Copy

How to Get Financial Advice Right for You

Consumer Information

Blog: "Let's Talk Planning"

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.

Visit the blog

Subscribe to the blog

"Let's Make a Plan" eNewsletter

CFP Board's monthly "Let's Make a Plan" 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.  

Subscribe to "Let's Make a Plan" eNewsletter

Read the latest "Let's Make a Plan" eNewsletter

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, you should complete the Download the Copyright Permission Request form (PDF, 49KB) and 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

Fax: 202-379-2299

Center For Financial Planning | Logo | Gold

The Center's focus includes workforce development, diversity, and the profession's body of knowledge.

Learn More

Reach New Clients

CFP Board’s “Find a CFP® Professional” online search tool can help you connect with Americans seeking professional financial planning services.

Update Your Profile Today


More than 1,000 CE Sponsors have registered with CFP Board to provide continuing education.

Find CE Opportunities