Richard Suder, CFA, CFP®, ChFC, CLU, CRPS, AAMS

Help for Your Situation

• Reducing Debt
• Protecting Your Family
• Saving for Education
• Planning for Retirement
• Changing Jobs
• Making a Major Purchase
• Employyee Benefits
• Tax Planning

Financial Planning Basics

Financial Planning Process

Best Practices When Approaching Financial Planning

Common Questions About Financial Planning

Savings Fitness: A Guide to Your Money and Your Financial Future

Financial Professionals Who May Work With You

How to Choose a Planner

Checklist for Interviewing a Financial Planner 

CFP Board has developed brochures that provide information about financial planning and guidance for those seeking a competent and ethical financial planning professional. From "What You Should Know About Financial Planning" to "Why You Should Choose a CERTIFIED FINANCIAL PLANNER™ Practitioner" to "Your Rights as a Financial Planning Client," these brochures are available for download below in pdf format.
 
CFP Board is happy to provide individuals one free complimentary Financial Planning Resource Kit, which contains educational brochures such as "What You Should Know About Financial Planning," "10 Questions to ask When Choosing a Financial Planner" and "Your Rights as a Financial Planning Client." To request that a Financial Planning Resource Kit be mailed to you, complete a request form.

• What You Should Know about Financial Planning
• 10 Questions to Ask When Choosing a Financial Planner
• Why You Should Choose a CERTIFIED FINANCIAL PLANNER™ Practitioner
• Your Rights as a Financial Planning Client
• About CFP Board
• Savings Fitness

The Basics 

• Choosing a Financial Adviser (PDF)
• Why Choose a CFA Charterholder? (PDF)
• Where to Turn for Help with Your Investments (PDF)
• Managing Your Adviser Relationship (PDF)
• Understanding your adviser’s responsibilities

Checklists

• Questions to ask yourself before talking with an adviser
• Questions to ask the adviser in your first meeting
• Questions the adviser should ask you

Setting Goals and Making Plans 

Setting Goals

• Defining Your Investment Objectives (PDF)
• The Difference between Goals and Dreams (PDF)
• Ensuring Retirement Years Are Golden (PDF)
• Memo from Arthur Zeikel to His Daughter on Managing Your Own Portfolio (PDF)

Making Plans

• Ten ways you can avoid fraud
• Twelve common investment mistakes
• Ten tips for socially responsible investing
• Investing and Inflation: Time to Protect Your Future? (PDF)