Certified Financial Planner Board of Standards Inc. - CFP Board's 2007 Financial Planning Clinic


Volunteer Application
Thank you for your interest in participating at CFP Board's 2007 Financial Planning Clinic on Saturday, August 4, 2007 at the Sheraton Boston Hotel.

The Financial Planning Clinic may be the first opportunity many attendees have to meet face-to-face with a CFP® professional, and we look forward to assembling a group of first-rate volunteers to assist with the effort. Volunteers must be in good standing with CFP Board and must commit to providing financial information to clinic attendees during the entire time the clinic is open (10:00 a.m. to 2:00 p.m.). A complimentary lunch will be provided for volunteers, and refreshments will be available throughout the event.

If you are a CFP® certificant interested in participating in the Financial Planning Clinic, please complete the application form below:
Name:
Address:
City:
State:
Zip:
e-mail:
Phone:
I can hold fluent conversations in English and in these additional languages:

The financial planning topics I'm most interested in addressing with clinic attendees are: (select all that apply)
General Financial Planning
Retirement Planning
Investment Planning
Income Tax Planning
Estate Planning
Insurance Planning
Employee Benefits

Click the "Apply" button below to complete your application. CFP Board will contact all applicants shortly after their applications are received and reviewed.



If you have questions about this opportunity or if you encounter difficulties with the registration form, please contact CFP Board at 800-487-1497 or send an e-mail to clinic@CFPBoard.org.