Public Policy

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CFP Board Ambassador Volunteer Application

Thank you for your interest in volunteering with the CFP Board Ambassador program. Before you complete this form, please review the information about the eligibility requirements and responsibilities for CFP Board Ambassadors.

Please note that CFP Board will conduct a background check on each applicant under consideration. The extent of this check may include various state and federal searches for any past disciplinary history. If you choose not to provide this information, CFP Board cannot process your form.


* REQUIRED

 

Contact Information


Previous CFP Board Volunteer Service

Please list previous CFP Board service or positions held, if any:


Community and Professional Involvement


Media Experience


Areas of Specialty and Expertise

What financial planning topics and areas of specialization do you feel most comfortable discussing with members of the press and in public forums? Please select up to three (3) options across both categories below:

General Financial Planning Topics













People Groups











Are you interested in volunteering with CFP Board’s Women’s Initiative (WIN) programs, such as participating as a WIN Advocate or as part of the “Faces of Women CFP® Professionals” program? (Optional). Further information on WIN is available at CFP.net/WIN.


Your Thoughts


Supporting Documentation

Applicants for the CFP Board Ambassador program must submit the following supporting documentation with their application:

  • Current résumé
  • Writing sample (preferably published, with name and date of publication)
  • Written recommendation from a colleague within the financial planning profession

Please save your supporting documentation as a single file (Word or PDF format) and upload using the Attachment function below, or submit your supporting documentation by email to jlewis@cfpboard.org.


Disclosure of Complaints Current and Past

Are you, or have you ever been, under notice as to any complaints by clients or any regulatory agency which have led or may lead to legal or disciplinary action?



Acknowledgement and Submittal

I agree that everything on and attached to this electronic form is correct and accurate to the best of my knowledge, and I understand that CFP Board will review the information provided and conduct a background check that may include various state and federal searches for any past disciplinary history.  Unless otherwise stated in our Collection and Dissemination of Information Policy statement, personal information provided by you will not be used for marketing and promotional purposes by CFP Board; however, CFP Board may disclose personal information in response to a subpoena or when we believe in good faith that the law requires it or to respond to an emergency situation.

We appreciate your interest in serving with CFP Board and look forward to reviewing your application.  If you have questions, please contact CFP Board at 800-487-1497 or jlewis@cfpboard.org

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