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
Useful Websites
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.
Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.