Personal Financial Planner (PFP®) Members

PFP® Resources

As a PFP®, it’s critical to have the most up-to-date information on current industry best practices. It’s also important to showcase your experience and qualifications to potential clients and/or investors.

We designed this section with you in mind. In addition to providing you with a downloadable and customizable marketing brochure, we’ve provided relevant and practical links to online resources that will help you build your business.

Finally, if you need to update your profile in the PFP®directory please update your profile in MyCSI and don’t forget to join the exclusive PFP LinkedIn community. If you are having trouble updating your PFP directory profile, send us an email at and we can help.

Come back often to stay informed and up to date.