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TOOLS FOR CONSUMERS
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Below are some tools we thought would be helpful to you, our consumers! Whether you are looking for a planner, or
tips for hiring a Financial Planner. It's all here! We hope this information helps you!
FIND A PLANNER
Planner Search Find a CFP Licensee in your
area with the FP Planner Search. Planner Search was developed to assist consumers seeking financial planning advice in
finding a qualified, compatible CERTIFIED FINANCIAL PLANNER™ professional.
FIND A SPEAKER
Speaker’s Bureau Is your club, society, organization or firm looking for a
qualified and competent public speaker on any financial planning related topic? We are pleased to announce our public speakers
bureau. The following is a list of currently available financial planning related topics. Presentations can be tailored to meet
your specific needs.
ARTICLES OF INTEREST
Tips For Hiring A Financial Planner Trying to locate a Financial Planner and
aren't sure of the questions to ask? The following are a few consumer brochures put out by the Financial Planning Association to
help you find the right planner for your needs.
Current Articles The articles are provided on a monthly by the Financial Planning Association
Consumer Affairs Department and are designed to provide general, non-specific, information. 3 new articles are added to our site
each month.
WEB SITES
Consumer Links
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News & Events
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