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Financial Planning Resource Kit

To request a free financial planning resource kit from CFP Board, please click on the following link and complete the CFP Board’s form.

The Financial Planning Resource Kit includes educational brochures such as “What You Should Know About Financial Planning,” “10 Questions to ask When Choosing a Financial Planner” and “Your Rights as a Financial Planning Client.”

CFP®, Certified Financial Planner™ and are certification marks owned by Certified Financial Planner Board of Standards Inc. (CFP Board), which can help you identify financial planners who are committed to competent and ethical behavior when providing financial planning.

Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.  These standards are called “the four Es,” and they are four important reasons why the financial planning practitioner you select should display the CFP certification marks.