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).
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 available for purchase in packs of 10. Login to your CFP Board account to learn more and purchase >
Order 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.)