CFP Board's Financial Planning Clinics

CFP Board’s free Financial Planning Clinics have provided thousands of Americans with the opportunity to consult with volunteer CERTIFIED FINANCIAL PLANNER™ professionals about their personal finance questions and concerns and to attend Educational Workshops on diverse and popular financial topics, presented by leading experts in personal finance. Clinic attendees have come away with personalized information and advice on a wide range of topics, ranging from general financial planning to investment and insurance planning to retirement and estate planning. Best of all, there is no selling and no strings attached!

The goal of our Financial Planning Clinic is to provide individuals and families with personalized financial planning information tailored to their own situations from highly qualified CFP® professionals. It's the face-to-face interaction with CFP® professionals who provide personalized financial planning information, combined with a range of educational workshops, that sets the Financial Planning Clinic apart from similar events. The volunteer financial planners will not sell any financial products or services to Clinic attendees, and they will not engage in any unsolicited follow-up. There are indeed no strings attached!

Past Clinics:

• Miami, Florida: November 15, 2008
• Washington, DC: September 13, 2008
• Boston, Massachussetts: August 4, 2007
• Los Angeles, California: August 4, 2006

     
      View CFP Board's Financial Planning Clinic video on YouTube >

How the Financial Planning Clinic Works

The Financial Planning Clinic is a special event where you’ll have an opportunity to address your specific financial questions to professional financial planners who are volunteering their time and expertise to provide you with unbiased financial planning information tailored to your unique situation. All financial planners at the Clinic hold the CERTIFIED FINANCIAL PLANNER™ certification (CFP® certification) and are highly qualified to discuss your financial issues to help you find the answers you need.

At the Clinic, each volunteer will be seated at a table designated for a specific financial planning topic. You can decide what topic you’re interested in and head over to the appropriate table. The volunteer CERTIFIED FINANCIAL PLANNER™ professionals will meet with only one individual, couple or family at a time but there is no limit to the number of volunteers you can meet with.

Upon arrival at the Clinic, you will stop at the Clinic registration desk and pick up an information package. You will then be directed to our orientation session, a 15-minute briefing designed to help you get the most out of the Clinic. During the briefing, you will learn more about financial planning topics and examples of questions that you can ask the volunteers so that you can get the most out of your Financial Planning Clinic experience.

No Selling and No Strings Attached!

Financial information provided by CFP® professionals is free and tailored to your needs. The volunteer CFP® professionals are not allowed to sell products or services or hand out business cards or marketing materials. In other words, there are no strings attached. CFP Board hopes that events like the Financial Planning Clinic will help people experience first-hand how financial planning can improve their lives and bring the expertise of CFP® professionals to people who normally may not have access to reliable and responsible financial planning information.

Any attendee who wishes to follow-up with a volunteer CFP® professional will have access to the volunteers' names and contact information in the information package provided at registration.

Important Information Concerning CFP Board's Free Financial Planning Clinic

The independent professionals at this Financial Planning Clinic have volunteered to provide free general financial planning information. By accepting this information without paying any costs or fees, you expressly agree that you will hold all individuals and parties associated with this Clinic harmless regarding any action you may ultimately decide to take in connection with information, conversations, advice or recommendations you may receive at the Clinic.

Any facts, recommendations or advice you may receive at the Clinic are for informational purposes only, and reliance on it is solely at your own risk. No client, representative or agent relationship may be formed at the Clinic.

CFP Board does not recommend or endorse individual professionals or professional services. CFP Board's Mission focuses on benefiting the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.