Request a Free Guide to Financial Self-Defense for Seniors
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If you would like to be mailed CFP Board's Financial Self-Defense Guide for Seniors, please complete the following form.

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.  


The information entered in this form will be used by CFP Board to mail you a copy of CFP Board's Financial Self-Defense Guide for Seniors.  CFP Board may also use the contact information collected through this form to send announcements of new materials CFP Board has made available or for other purposes, including communications to third parties such as education providers, industry organizations, associations or businesses related to the financial planning industry as CFP Board deems appropriate. To opt out of receiving future information from CFP Board and from being included on lists CFP Board may provide to third parties, check the "Opt-out" box above or notify CFP Board of your request by e-mail to or fax to 202-379-2299.

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