Resources

Here are some useful resources to help you:

CFP® Practitioner Resources

• CFP Board’s Code of Ethics and Professional Responsibility¹
• CFP Board’s Consumer Guide to Financial Planning²
• CFP Board’s Financial Self-Defense Guide For Seniors³
• CFP Board’s Consumer Guide to Financial Self-Defense⁴

Financial Planning Forms

• Comprehensive Fact Finder
• Document Checklist

Useful Websites

• Internal Revenue Service
• Social Security Administration

¹CFP Board’s Code of Ethics and Professional Responsibility Copyright ©2016, Certified Financial Planner Board of Standards, Inc.  All rights reserved.  Reprinted with permission.
²CFP Board’s Consumer Guide to Financial Planning Copyright ©2016, Certified Financial Planner Board of Standards, Inc. All rights reserved. Reprinted with permission.
³CFP Board’s Financial Self-Defense Guide for Seniors Copyright ©2016, Certified Financial Planner Board of Standards, Inc. All rights reserved. Reprinted with permission.
⁴CFP Board’s Consumer Guide to Financial Self-Defense Copyright ©2016, Certified Financial Planner Board of Standards, Inc. All rights reserved. Reprinted with permission.

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