Certified Financial Planner Board of Standards, Inc.
888-237-6275 - www·CFP·net/search
North American Securities Administrators
Association
202-737-0900 - www·nasaa·org
National Association of Insurance Commissioners
816-842-3600 - www·naic·org
National Association of Securities
Dealers Regulation
800-289-9999 - www·nasdr·com
National Fraud Exchange (fee involved)
800-822-0416
Securities and Exchange Commission
202-942-7040 - www·sec·gov
TO FIND a Financial Planner in Your Area
Financial Planning Association
800-282-7526 - www·fpanet·org
National Association of Personal Financial Advisors
888-333-6659 - www·napfa·org
American Institute of Certified Public
Accountants/Personal Financial Planning Division
888-999-9256 - www·aicpa·org
Society of Financial Service Professionals
888-243-2258 - www·financialpro·org
LEARN About Financial Planning Online
CFP Board's Web site, www·CFP·net/learn, is a
comprehensive resource for financial planning,
offering useful information for visitors at every
stage of the financial planning learning curve.
Interactive tools provide help for your personal
situation, including changing jobs, managing
debt, planning your retirement and more. Join
the eNewsletter for updates and check back regularly
to participate in polls and quizzes.
The U.S. Securities and Exchange Commission's Office of Investor
Education and Assistance has reviewed this publication. The SEC
does not endorse the commercial activities, products or members
of this or any other private organization.
The information in this brochure is provided as a public service
by Certified Financial Planner Board of Standards Inc. (CFP Board).
A nonprofit, professional regulatory organization, CFP Board
fosters professional standards in personal financial planning so
that the public values, has access to and benefits from competent
and ethical financial planning.
It's your future. Plan it! SM is a service mark owned by Certified
Financial Planner Board of Standards Inc.
This publication may be reprinted for educational and nonprofit
purposes only.