For CFP® Professionals

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Get Involved

CFP Board is committed to open, two-way communications with its stakeholders. There are many opportunities for CFP® professionals and others to get involved and connect with CFP Board in meaningful ways.

Board of Directors Meeting Summaries

The Board of Directors is the policy-making and oversight body of CFP Board. The Board of Directors meets several times each year, and a summary of topics discussed and decisions made at each meeting is posted online for review.

Read summaries of Board of Directors meetings

Social Media

Stay connected with CFP Board by interacting with us on Twitter, Facebook, LinkedIn and YouTube. Follow these accounts to keep updated on CFP Board initiatives and issues important to the financial planning profession. And we encourage you to share and contribute to the conversation, which will highlight your affiliation with the CFP® professional community and help us increase awareness of the value of financial planning and the CFP® certification.

Learn more and connect with CFP Board on social media

CFP® Certificant Connections

These town-hall style events are an opportunity for CFP® professionals and other CFP Board stakeholders to engage in two-way dialogue with CFP Board's leadership. During 2014, Kevin R. Keller, CAE, CFP Board's CEO, and members of CFP Board's Board of Directors will be available at CFP® Certificant Connection meetings in several cities across the country. The events are held in an open format to allow participants to address the issues of most concern to them, and to provide CFP Board’s leadership the chance to connect with local CFP® professional communities across the country.

Learn more and view the current schedule

Business Update Webinars

As part of its commitment to keep open lines of communication with CFP® professionals and other CFP Board stakeholders, CFP Board has organized informational webinars (not for continuing education credit) that allow CFP Board's leadership to provide updates on current activities related to CFP® certification and to answer questions from CFP® professionals and others. Recordings of past webinars are available through CFP Board's website.

Read more and view recordings of past Business Update Webinars

CFP Board Updates

CFP Board publishes regular updates to inform CFP® professionals, the profession and the public of CFP Board activities, policies, and initiatives. Items of interest to the CFP® professional community may be submitted for possible inclusion in future issues at mail@cfpboard.org.

Read recent CFP Board Updates

Volunteer Opportunities

The work of CFP Board benefits greatly from the contributions of its stakeholders, and there are many opportunities for CFP® professionals and others to become involved with CFP Board in meaningful and rewarding ways. In addition to volunteer positions on CFP Board's Board of Directors, Councils or Commission that require a several-year commitment, there are many opportunities for stakeholders to become involved with CFP Board through short-term projects related to exam development, professional review and other key areas related to the CFP® certification.

Read more about volunteer opportunities with CFP Board

Contact Information

CFP Board welcomes questions and comments from CFP® professionals and other stakeholders.

Address:
1425 K Street, NW #800
Washington, DC 20005
P: 800-487-1497 (Toll-Free)
P: 202-379-2200
F: 202-379-2299


Call CFP Board Toll-Free At:
800-487-1497
 
Email Addresses:
Contact the Board of Directors
BOD@cfpboard.org

General Questions
mail@cfpboard.org

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Reach New Clients

CFP Board’s “Find a CFP® Professional” online search tool can help you connect with Americans seeking professional financial planning services.

Update Your Profile Today

Continuing
Education

More than 1,000 CE Sponsors have registered with CFP Board to provide continuing education.

Find CE Opportunities