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 will need to learn about the importance of personal financial planning and tips to get the most out of working with a CFP® professional. Sold in packs of 10.  Login to your CFP Board account to learn more and purchase >

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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)

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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's Senior Ambassador, Jill Schlesinger, CFP® and local Ambassadors 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-orieneted 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

CFP Board’s Financial Planning Competency Handbook

CFP Board's Financial Planning Competency Handbook is the essential reference for those at any stage of the CFP® certification process, as well as a one-stop resource for practitioners looking to better serve their clients.

This fully updated second edition contains more than 90 chapters on the profession’s core body of knowledge, and features new case studies, links to new instructional videos, brand new content on connections diagrams, and a new section devoted to the interdisciplinary nature of financial planning. You’ll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy that help you better connect with and guide your clients. Comprehensive, clear, and detailed, Financial Planning Competency Handbook, Second Edition guides you from student to practitioner, and is a reference that should be in every smart financial planner’s library.

CFP® professionals can also obtain 28 CE credit hours by taking and passing the online test that’s accessible using the free PIN code found at the back of the book.

Order the Financial Planning Competency Handbook from CFP Board through your online CFP Board account (access your account, and go to the “Online Store” tab to order.)

The Handbook can also be ordered from your favorite bookseller and is available in electronic format for iBooks, Kindle and Nook.

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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

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