Publications & Resource Library

Web site Link Directory
The Web Sites listed below contain information created and maintained by organizations independent of CFP Board. CFP Board does not control the content of these sites, nor does CFP Board make any representation or warranty, either express or implied, concerning the accuracy, completeness, or timeliness of information contained in these Web sites. Use of any information from these Web sites is voluntary, and reliance on such information should only be made after an independent review of its accuracy. Reference to specific commercial products or services in these Web sites does not constitute or imply endorsement by CFP Board.

News Media Publications
Federal Government
State Government
Self-Regulatory Organizations
Consumer Groups
Financial Planning Groups
Additional Links

Consumer Publications

PDF document (4,535Kb)What You Should Know About Financial Planning
PDF document (7,656Kb)10 Questions to Ask When Choosing a Financial Planner
PDF document (2,148Kb)Why You Should Choose a CERTIFIED FINANCIAL PLANNER™ Practitioner
PDF document (316Kb)Your Rights as a Financial Planning Client
PDF document (87Kb)About CFP Board
PDF document (3,203Kb)Savings Fitness: A Guide to Your Money and Your Financial Future

News Media Publications

PDF document (1,524Kb)2004 Media Guide
PDF document (315Kb)Consumer Survey
PDF document (2,538Kb)Annual Report

Federal Government

HTML linkFederal Citizen Information Center
HTML linkFederal Trade Commission
HTML linkFirst Gov for Consumers
HTML linkSecurities and Exchange Commission (SEC)

State Government

HTML linkNational Association of Insurance Commissioners (NAIC)
HTML linkNational Insurance Producer Registry (NIPR)
HTML linkNational Association of State Boards of Accountancy (NASBA)
HTML linkNorth American Securities Administrators Association (NASAA)

Self-Regulatory Organizations

HTML linkFinancial Industry Regulatory Authority (FINRA)

Consumer Groups

HTML linkAlliance for Investor Education (AIE)
HTML linkAmerican Association of Individual Investors (AAII)
HTML linkAmerican Association of Retired Persons (AARP)
HTML linkAmerican Council on Consumer Interest (ACCI)
HTML linkAmerican Society on Aging (ASA)
HTML linkAssociation for Financial Consulting and Planning Education (AFCPE)
HTML linkConsumer Federation of America (CFA)
HTML linkConsumer Information Center (CIC)
HTML linkCouncil of Better Business Bureaus (CBBB)
HTML linkCooperative State Research, Education, and Extension Service
HTML linkEmployee Benefits Research Institute (EBRI)
HTML linkInstitute of Consumer Financial Education (ICFE)
HTML linkInternational Foundation of Employee Benefit Plans
HTML linkInvestor Education and Assistance (SEC)
HTML linkJump$tart Coalition
HTML linkNational Association of Consumer Agency Administrators (NACAA)
HTML linkNational Center on Women and Aging
HTML linkNational Consumers League (NCL)
HTML linkNational Education Association
HTML linkNational Endowment for Financial Education (NEFE )
HTML linkNational Council on the Aging (NCOA)
HTML linkNCL's National Fraud Information Center
HTML linkProfit Sharing/401(k) Council of America
HTML linkSociety of Consumer Affairs Professionals (SOCAP)
HTML linkWomen's Institute for a Secure Retirement

Financial Planning Groups

HTML linkAcademy of Financial Services (AFS)
HTML linkAssociation for Financial Counseling and Planning Education (AFCPE)
HTML linkFinancial Planning Association (FPA)
HTML linkNational Association of Personal Financial Advisors (NAPFA)
HTML linkSociety of Financial Service Professionals (SFSP)

Additional Links

HTML linkFinancial Education Resources for Parents and Children
HTML linkAdvisor Page
HTML linkBloomberg Personal
HTML linkBloomberg Wealth
HTML linkBusiness Week
HTML linkConsumer Reports
HTML linkInvestment Advisor
HTML linkFinancial Planning On-Line
HTML linkFortune
HTML linkMoney Magazine (CNN)
HTML linkMSN Money
HTML linkNew York Times
HTML linkSmartMoney
HTML linkWall Street Journal

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