Financial Planning Resources

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Publications

Available in electronic and print format, CFP Board’s educational publications provide information about financial planning and guidance for consumers seeking a financial planner.


Consumer Guide to Financial Planning 

This brochure shares what you should know about financial planning, how to get started with your financial plan, and how to find a CERTIFIED FINANCIAL PLANNER™ practitioner qualified to help you with your financial planning needs. 


Order a free printed copy or download a copy


Consumer Guide to Financial Self-Defense

Consumers often fall victim to financial abuse at the hands of unethical and unqualified financial advisors. This guide describes "red flags" of potentially incompetent, unethical or illegal financial planning practices, and provides tips and guidance to protect yourself if you encounter them.

 

Order a free printed copy or download a copy.


Financial Self-Defense Guide For Seniors

This guide describes the most common real-life situations in which older Americans are vulnerable to financial abuse by a financial advisor, and provides advice for seniors and their families for guarding against such abuse, including ways to report it to proper authorities.  



Order a free printed copy or download a copy


Savings Fitness: A Guide to Your Money and Your Financial Future

Create your personal savings plan and prepare for retirement and other goals with this step-by-step guide created by the U.S. Department of Labor's Employee Benefits Security Administration (EBSA) and CFP Board. Included are customizable worksheets and calculators to help you get started with your plan.  


Order a free printed copy or download a copy.  


Savings Fitness Worksheets

On April 23, 2014, CFP Board and EBSA introduced user-friendly online versions of Savings Fitness worksheets and held a webcast that offered practical information on financial planning and guidance on using the online worksheets to set short- and long-term financial goals, calculate net worth, estimate retirement savings needs, develop a budget or cash flow spending plan, and organize debt. 

Access the online financial planning tools on EBSA's website  

Access the webcast archive  



 

Find a CFP® Professional

Find CFP® professionals in your area ready to assist you with your financial planning needs.