Consent to Release Personal Information
I________ authorize (Institution) to release the information below to CFP Board for the sole
purpose of verifying that I have satisfied the CFP Board Education Requirement:
______________Last Four Digits of Social Security Number *optional*
______________CFP Board ID Number *optional*
______________Dates of Attendance
* All fields labeled ‘optional’ are not required to match our submission to your CFP Board
account. However, the inclusion of this information will aid in the verification of your education.