November 20, 2008
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Finding a Planner

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Find a CFP Professional

Use our 'Find a CFP Professional' tool to find qualified financial plans in your area. You may search by city or postal code. Find a CFP Professional >>

Check a CFP Professional

Want to ensure that your planner is a CFP professional, or that their license to use the marks is in good standing? This tool will allow you to use their name to search our database for their status with FPSC. Check a CFP Professional >>

Before using the "Find a CFP Professional" search function we recommend you scan the resources listed below that will provide you with guidance on how best to begin your search.

Resources on our Site

Articles

Choosing a Planner

In your search for help, you need to be able to recognize who you can trust. Implicitly. More >

Financial Planning Process

Financial planning consists of the following six distinct steps. When it's comprehensive financial planning guidance you want, these are the steps that should guide your planner. More >

10 Questions to Ask Your Planner

You may be seeking help from a financial planner for a number of reasons: planning for retirement, finding the best way to finance a new home, saving for children's education or simply to get help put More >

Mistakes & Misconceptions

You are the focus of the financial planning process. The results you get from working with a financial planner are as much your responsibility as the planner's. More >