Consumer Outreach

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 Days

Financial Planning Days give you an opportunity to meet one-on-one with CFP® professionals who can address your specific financial questions and provide you with unbiased, no-strings-attached financial guidance. In addition to personalized advice, you will also be able to attend informative classroom-style workshops addressing popular personal finance topics. 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