Whitepapers

Whitepapers


Whitepapers to help you make informed investment decisions.

Consumer Guide to Financial Self-Defense

At CFP Board, we take the responsibility to protect American savers and investors very seriously. It is why we insist that CERTIFIED FINANCIAL PLANNER™ professionals adhere to a fiduciary standard of care, which requires them to put the interests of the client first. It is also why we uphold the CFP® certification as the standard of excellence for personal financial planning.

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Financial Self Defense Guide for Seniors

More than two years ago, CFP Board’s Consumer Advocate, Eleanor Blayney, CFP® wrote the Consumer Guide to Financial Self-Defense to help protect consumers from fraud and abuse. Now she has turned her attention to specifically helping older Americans defend themselves against unscrupulous financial advisors.

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Pursuit of a Financial Advisor | Field Guide

Finding qualified, independent financial advice should not be difficult. But it is for many hard-working Americans. With so many people claiming to be financial planners, financial advisors, financial counselors, wealth managers, how do you know when you’ve found someone who can really help you?

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We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free. 

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The information presented on this website is for information on matters of interest only. Given changing laws, rules and regulations, there may be delays, omissions or inaccuracies in information contained on this website. The information in this website is provided with the understanding that the authors and publishers are not herein engaged in rendering legal, accounting, tax, or other professional advice and services. Before making any financial decision, you should consult one of the Charles Carroll advisors. Every effort has been taken to see that the information contained on this website is accurate. Charles Carroll in not responsible for any errors or omissions, or for the results obtained from the use of this information. Charles Carroll and its employees are not liable to you or anyone else for a decision made or action taken based on the information on this website