Thank you for you interest in volunteering with CFP Board. Please complete the following online registration form.

In order to obtain quality volunteers, CFP Board must collect personal information from you, including your social security number. CFP Board will conduct a background check on each applicant under consideration. The extent of this check will be dependant upon the opportunity you are registering for and may include various state and federal searches.

If you choose not to provide this information, CFP Board can not process your form. Your submission of the registration form is verification of your acceptance of these terms. Unless otherwise stated in our Collection and Dissemination of Information Policy statement, personal information provided by you will not be used for marketing and promotional purposes by CFP Board, however, CFP Board may disclose personal information in response to a subpoena or when we believe in good faith that the law requires it or to respond to an emergency situation.

* REQUIRED

Volunteer Opportunities (Learn More)
Mark any opportunity you are interested in volunteering for:
Board of Directors
Council on Examinations
Disciplinary and Ethics Commission
Workplace Education Program
Consumer Advisory Program
Media Volunteer
Diversity and Education Outreach
Exam Development Volunteers:
Job Analysis
Exam Content Specialists
Item or Case Writers
Paired Review
Field Tester
Contact Information:
First Name:	*
Last Name:	*
Job Title:
Designation(s):
Date started with company:	*(mm/dd/yyyy)
Address:	*
City:	*
State:	ArkansasAlaskaAlabamaArizonaCaliforniaColoradoConnecticutDelawareDistrict Of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachussetsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HamshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOregonOklahomaPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontVirgin IslandWashingtonWest VirginiaWisconsinWyoming*
Zip:	*
Country:	USACanada*
Business Name:	*
Phone:	*
Fax:
E-mail:	*
Home Address:
Home City:
Home State:	ArkansasAlaskaAlabamaArizonaCaliforniaColoradoConnecticutDelawareDistrict Of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachussetsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HamshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOregonOklahomaPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontVirgin IslandWashingtonWest VirginiaWisconsinWyoming
Home Zip:
Home Country:	USACanada
Home Phone:

Educational Degrees Received:
Degree:
Date Received:	(mm/dd/yyyy)
College or Institution:
Degree:
Date Received:	(mm/dd/yyyy)
College or Institution:
Professional Designations Received:
Designation:
Date Received:	(mm/dd/yyyy)
Organization:
Designation:
Date Received:	(mm/dd/yyyy)
Organization:
License(s) Held:
Have you ever had a license relinquished or revoked?	Yes No
If 'yes', please explain:	*

Previous CFP Board service or positions held, if any, and other relevant professional association/industry/community service:
Service/Position:
Time Served:	JanFebMarAprMayJunJulAugSepOctNovDec1980198119821983198419851986198719881989199019911992199319941995199619971998199920002001200220032004200520062007200820092010 to JanFebMarAprMayJunJulAugSepOctNovDec1980198119821983198419851986198719881989199019911992199319941995199619971998199920002001200220032004200520062007200820092010
References:
Service/Position:
Time Served:	JanFebMarAprMayJunJulAugSepOctNovDec1980198119821983198419851986198719881989199019911992199319941995199619971998199920002001200220032004200520062007200820092010 to JanFebMarAprMayJunJulAugSepOctNovDec1980198119821983198419851986198719881989199019911992199319941995199619971998199920002001200220032004200520062007200820092010
References:
Clearly describe areas of particular national or international leadership or prominence in your background:
*
Please state briefly your specific or unique qualifications to serve generally and the contributions you hope to make to CFP Board and its purposes:
*
Subject Matter Expertise:	Please select...Generalist Insurance Planning Employee Benefits Investment Planning Tax Planning Retirement Planning Estate Planning *
Resume: Please attach your resume to this form (Microsoft Word Only) or paste your resume in the box below.
Attach Microsoft Word document
Paste your resume
Additional Comments:
Disclosure of Complaints Current and Past*
Are you, or have you ever been, under notice as to any complaints by clients or any regulatory agency which have led or may lead to legal or disciplinary action?
Currently
Have Been
No
If you are currently under notice or you have been in the past, please briefly explain:
I agree, everything on this form is correct and accurate to the best of my knowledge.

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