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.
To submit a volunteer request, please contact Eddy Demirovic, Project Manager, Center for Financial Planning, at firstname.lastname@example.org
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 >