Volunteer Orientation

As a CFP Board volunteer, you will have different responsibilities and roles. This area of the Web site will provide you with helpful tools, resources and information about CFP Board, the CFP® certification and the development of standards for the financial planning profession.

Use this area of the Web site to locate information on CFP Board's Web site:

• Search for a CFP® professional
• Financial planning brochures and resources
• Financial planner interview checklist
• Tips for choosing a financial planner
• CFP Board complaint procedures

• Secure certificant-only area
• Continuing education providers
• Ethics, standards & disciplinary rules
• State exemptions
• Use of the CFP® certification marks

• CFP® certification process
• Your career in financial planning
• CFP Board-registered programs
• Financial planning curriculum topics

• News releases
• CFP® certificant news resources
• Research and data

• CFP Board mission and history
• Events