Clients may receive a letter of engagement from a professional who’s providing financial planning services or financial advice. The professional could be a certified financial planner ...

Dear Client/Former Client/Inactive ... we should point out that some might characterize this letter as constituting attorney advertising. With careful planning, individuals in all states may ...

"These three letters, C-F-P, signify a commitment to excellence and a dedication to competent and ethical financial planning for clients," said Kevin Keller, CEO of the CFP Board, which ...