CFP Board’s Financial Planning Competency Handbook
CFP Board's first book, the Financial Planning Competency Handbook, is now available from booksellers nationwide. Published by highly respected academic publisher John Wiley & Sons, Inc., the Handbook is designed for the entire financial planning profession — including students, professors and practitioners — and provides a theoretical framework for many of the major content areas in financial planning as well as real-world guidance for practicing professionals.
CFP® professionals can order the Financial Planning Competency Handbook from CFP Board through their online CFP Board accounts (log in, access your account, and look for the Handbook in the "Online Store" section of your account).
The Handbook can also be ordered from your favorite bookseller and is available in electronic format for iBooks and Kindle (Nook version available April 9).
Financial Self-Defense For Seniors
Financial Self-Defense for Seniors describes 10 “Red Flags” – common situations in which older Americans are vulnerable to financial abuse – and provides warning signs of financial abuse; real-life situations in which seniors were taken advantage of; and advice for seniors and their families for guarding against such abuse.
Download a copy of Financial Self-Defense For Seniors
(PDF, 2 MB)
Consumer Guide to Financial Planning
The Consumer Guide to Financial Planning
is full of information to learn about the importance of financial planning; steps to get started with a financial plan; and important tips to get the most out of working with a personal financial planner.
Request a free Consumer Guide to Financial Planning
CFP Board’s Consumer Guide to Financial Self-Defense
CFP Board has teamed up with the U.S. General Services Administration to make available a brochure educating consumers about how to identify a qualified financial advisor and providing tips to avoid "red flags" that may signal an unqualified financial advisor. We encourage you to share this brochure with your clients and potential clients.
Download in PDF format
Request hard copies free of charge from the GSA’s Federal Citizen Information Center. (On the publication order form, search for publication 580W under the “Investing & Saving” heading.)
Blog: "Let's Talk Planning"
Weekly blog posts from CFP Board's Consumer Advocate, Eleanor Blayney, CFP®, provide tips, strategies and insight when it comes to financial planning. Read the blog for important information to help you manage all financial aspects of your life – your benefits, spending, debt, property, income, taxes, the transfer of your assets to your family. You don't need to have a lot of money or be close to retirement in order to benefit from financial planning.
Visit the blog
Subscribe to the blog
"Let's Make a Plan" eNewsletter
Subscribe to CFP Board's monthly "Let's Make a Plan" eNewsletter and CFP Board will email you information about financial planning, consumer alerts, financial planning tools and resources and much more.
Subscribe to "Let's Make a Plan" eNewsletter
Read the latest "Let's Make a Plan" eNewsletter