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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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  • Address: 12213 Amberset Drive, Knoxville, TN 37922
  • Telephone: 518.348.1880
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  • Email: vbonanno@planningmattersnow.com

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