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Market Yourself

Resources for Your Clients

CFP Board has developed publications you can distribute to help your current and potential clients learn more about the basics of financial planning and the benefits of choosing a CERTIFIED FINANCIAL PLANNER™ professional.

Brochures and Publications

Copyright Permission Request Form

CFP Board will generally grant permission to use content or reprint additional copies of copyrighted materials upon a user's written request.

In order to receive CFP Board's written consent, please complete the Copyright Permission Request form and CFP Board's Trademark Department will review your request and notify you by email if your request has been approved or if we require more information.

Download the Copyright Permission Request Form

To submit, please send the completed form to CFP Board by mail or fax to:

CFP Board
Attention: Trademark Department
1425 K Street NW #800
Washington, DC 20005

Fax: 202-379-2299