Recorded Webcast: Savings Fitness – A Guide to Your Money and Your Financial Future

For CFP® Professionals


Toolkit for CFP® Professionals

As a CFP® professional, you are uniquely qualified to help individuals pull their finances together, solve financial problems, and make a plan to achieve their financial goals. You also have the opportunity to take advantage of resources to help raise awareness about CFP® certification and the benefits of working with a CFP® professional.

The CFP® certification marks are distinctive visual symbols that indicate you have met CFP Board’s certification requirements.


Increasing public awareness is central to CFP Board’s mission to benefit the public by granting the CFP® certification.

CFP® professionals can use materials from CFP Board to announce their achievement and qualifications as a CFP® professional.

CFP® professionals must report 30 hours of CE for each two-year period ending the last day of a certificant's renewal month.

Keep informed about CFP Board’s work to uphold the CFP® certification.

CFP Board has developed resources to help CFP® professionals uphold the Standards of Professional Conduct.


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Recorded Webcast: Savings Fitness – A Guide to Your Money and Your Financial Future

Apr 29, 2014

This webcast, presented on April 23, 2014 by CFP Board and the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA), introduced new online financial planning tools to supplement the popular Savings Fitness publication. The webcast offered practical information on financial planning and guidance on using these new tools to address important personal finance topics such as:

  • Setting short- and long-term financial goals,
  • Calculating net worth,
  • Estimating retirement savings needs,
  • Developing a budget or cash flow spending plan, and
  • Organizing debt. 
View a recording of the webcast
Online financial planning tools: Savings Fitness Worksheets (EBSA website)

Order or download the Savings Fitness publication