Public Policy

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Pro Bono Volunteers

Depending on the nature of an event or program, CFP Board can fulfill requests for CFP® professionals to volunteer and present workshops on a variety of personal finance topics, as well as to provide personalized, one-on-one financial guidance on a pro bono basis.  Volunteers will not promote themselves, their companies or any products.

CFP® professionals are highly qualified to discuss any personal finance topic, including general financial planning, retirement planning, investing, income taxes, estate planning, insurance and employee benefits.  

Volunteer Requests

To submit a volunteer request, please contact Eddy Demirovic, Project Manager, Public Policy & Communications, at edemirovic@cfpboard.org or 202-379-2253.

Speaker's Bureau

CFP Board’s leadership and representatives are also available for speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® certification. 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 

Upcoming Events