Request a Free Guide to Financial Planning
menu-icon close-icon comment search linkedin-square twitter facebook linkedin


If you would like to be mailed CFP Board's Consumer Guide to Financial Planning, please complete the following form.

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.


The information entered in this form will be used by CFP Board to mail you a copy of CFP Board's Consumer Guide to Financial Planning. 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.