Public Policy

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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.

In addition to one-on-one consultations, the clinics can also include classroom-style educational workshops that feature experienced CFP® professionals discussing key personal finance topics.  Clinic attendees have come away with information and advice on a wide range of topics, ranging from general financial planning to investment and insurance planning to retirement and estate planning. 

The financial planning clinics help people experience first-hand how financial planning can improve their lives by bringing the expertise of CFP® professionals to individuals and families who may not have a financial planner or access to competent and ethical financial planning advice.  Feedback from attendees has been overwhelmingly positive and in post-event surveys virtually all indicated they would recommend clinics to family and friends. 

Financial Planning Clinic Inquiries

If your organization is interested in partnering with CFP Board to organize a financial planning clinic, please contact Eddy Demirovic, Project Manager, Public Policy & Communications, at edemirovic@cfpboard.org or 202-379-2253.

Financial Planning Days Logo
 

CFP Board has joined forces with three national non-profit organizations – Financial Planning Association®, the Foundation for Financial Planning, and the U.S. Conference of Mayors – to organize annual Financial Planning Days in October, consisting of free public events in cities around the country.

This ground-breaking program unites the collective resources of the financial planning community and city governments nationwide to assist Americans in need of financial guidance. Learn more about Financial Planning Days.

Financial Planning Clinic in Fairfax County, Virginia

CFP Board's Financial Planning Clinic in Washington, DC


 

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