Public Policy


Financial Planning Days

CFP Board has joined forces with three national non-profit organizations – Financial Planning Association®, 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.

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.

Financial Planning Days: Free events in October - search for an event in your area

You may seek advice on a variety of topics – retirement planning, investment strategies, budgeting, credit and debt, taxes, insurance, education savings and small business finances, among many others.

Best of all – it's all free and there are no strings attached! All financial planners are participating as volunteers and they will not be taking down names, selling products or services, or giving out business cards and marketing materials. Come as you are, or come prepared with any financial paperwork related to your questions. And, you can consult with as many different financial planners as you need! 

Watch the Financial Planning Days video, with highlights from prior events and testimonials from attendees and volunteers who participated:

2013 Financial Planning Days

2013 marked the fourth year of Financial Planning Days, featuring events in 20 cities nationwide that connected thousands of consumers with hundreds of CFP® professionals who volunteered to offer free financial consultations and workshops at designated schools, municipal buildings, and libraries.

To learn more about events near you, click the city names below or visit

Chicago, IL
Saturday, Oct. 26, 2013
Harold Washington Library


Columbus, OH
Wednesday, Oct. 9, 2013
Columbus Metropolitan Main Library

Denver, CO
Saturday, Oct. 5, 2013
Metropolitan State University


Elizabeth, NJ
Saturday, Oct. 26, 2013
Elizabeth YMCA

Henderson, NV
Saturday, Oct 19, 2013
Silver Springs Recreation Center


Indianapolis, IN
Saturday, Oct 19, 2013
University of Indianapolis

Los Angeles, CA
Saturday, Oct. 19, 2013
Los Angeles Central Library


Miami, FL
Monday, Oct. 21, 2013
Tuesday, Oct. 22. 2013
Miami-Dade Wolfson Campus

Milwaukee, WI
Saturday, Oct. 19, 2013
Destiny Youth Plaza


Oakland, CA
Saturday, Oct. 5, 2013
Oakland City Hall

Phoenix, AZ
Saturday, Oct. 26, 2013
John F. Long Family Services Center


San Antonio, TX
Saturday, Oct. 12, 2013
The Neighborhood Place

San Diego, CA
Saturday, Sept. 28, 2013
San Diego State University


San Francisco, CA
Saturday, Oct. 19, 2013
UC-Hastings College of the Law

Seattle, WA
Saturday, Oct. 12, 2013
Garfield Community Center


St. Louis, MO
Saturday, Oct. 19, 2013
Forest Park Community College, Student Center

Twin Cities, MN
Saturday, Oct. 5, 2013
Amherst H. Wilder Foundation


Virginia Beach, VA
Saturday, Nov. 2, 2013
Virginia Beach Convention Center

Washington, DC - Metro Area
Saturday, Nov. 2, 2013
Columbia Heights Educational Campus


West Sacramento, CA
Saturday, Oct. 26, 2013
West Sacramento City Hall

News and Events

Follow us on the Financial Planning Days social media accounts to keep up with Financial Planning Day news & events, and for financial planning tips.

FPDays Facebook page      FPDays Twitter page      FPDays YouTube channel      FPDays LinkedIn page


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