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The CFP Board Report newsletter provides a monthly update on CFP Board’s latest activities, policies, and initiatives to our CFP® professionals and to CFP Board’s contacts at education programs registered with CFP Board.

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CFP Board uses the Real Magnet system to send out the CFP Board Report newsletter and other updates.  If you are a CFP® professional and are not receiving these regular emails from CFP Board, please check your spam quarantine folders, or review tips to help ensure CFP Board email arrives in your inbox.

CFP Board’s website uses various web-based forms for requesting information, opting in for news and requesting CFP Board materials. We collect visitors’ contact information, such as mailing address and email address. This contact information is used to send the requested information and materials to the users and may be included in lists provided to third parties, pursuant to CFP Board's Privacy Policy. To opt out of third party lists, send a request by email to or by fax to 202-379-2299.

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