Consumer Guide Whitepapers | Charles Carroll


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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