Certified Financial Planner Board of Standards Inc. - Request a Free Financial Planning Resource Kit

Request a Free Financial Planning Resource Kit

If you would like to be mailed CFP Board's Financial Planning Resource Kit, please complete the following 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.”

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The information entered in this form will be used by CFP Board to mail you a Financial Planning Resource Kit. 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 mail@CFPBoard.org or fax to 202-379-2299.

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