Public Policy

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Consumer Outreach

CFP Board engages in consumer outreach initiatives and collaborates with government agencies, public interest organizations and the media on projects that educate consumers about the benefits of financial planning and pro bono programs designed to provide consumers with free financial planning guidance.  

CFP Board's Consumer Advocate

Through regular appearances in the media and at public events, and through the "Let's Talk Planning" blog, CFP Board’s Consumer Advocate, Eleanor Blayney, CFP®, provides consumers with insights on personal finance issues and makes complex ideas and strategies accessible and understandable. Learn more >

CFP Board Ambassadors

Experienced CFP® professionals, serving as CFP Board Ambassadors, represent regions around the country and provide personal finance resources to their communities, policymakers and local media. Learn more >

Financial Planning Clinics

Over the years, CFP Board’s financial planning clinics have made a positive difference in the lives of thousands of individuals and families across the country.  Organized as stand-alone events or as part of other events, the clinics enable consumers to meet one-on-one with volunteer CFP® professionals and seek free financial guidance and advice.  The clinics are organized in a unique, pressure-free setting and the advice comes with no strings attached. Learn more >

Pro Bono Volunteers

Depending on the nature of an event or program, CFP Board can fulfill requests for experienced CFP® professionals to present workshops and offer personalized, one-on-one guidance on a pro bono basis. CFP® professionals are highly qualified to discuss virtually all personal finance topics, including budgeting, debt management, retirement planning, investment strategies, income taxes, insurance and estate planning, among many others.  Learn more >

Resources & Publications

Available in electronic and print format, CFP Board’s consumer resources and educational publications provide information about financial planning and guidance for consumers seeking a financial planner. Learn more >


 

Financial Planning Coalition

CFP Board, the Financial Planning Association®, and the National Association of Personal Financial Advisors are working together as the Financial Planning Coalition to pursue consumer protection and industry reform.

Learn more