Certified Financial Planner Board of Standards Inc.

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Human Resource Professionals

What tools and materials does CFP Board provide to human resources professionals?

CFP Board has developed a variety of tools and materials for HR professionals to use in informing employees about planning for their financial future. Financial Planning Resource Kits, fliers, newsletter stories, PowerPoint presentations and other materials are available free of charge up to a certain number. You also can link to CFP Board's Web site from your company Web site or Intranet to provide your employees with additional information about financial planning and a way to search for a CFP® professional in their area. In addition, CFP Board can help coordinate workplace education seminars by enlisting the assistance of volunteer CFP® certificants in your area. Volunteers will not promote themselves, their companies or any products.

How can my organization benefit from providing workplace education about financial planning?

Two of the biggest barriers people face in successfully managing their personal finances are lack of knowledge and denial of the need to plan. You can help your employees overcome these obstacles by providing them with the facts about financial planning and what they need to do to take control of their personal finances. CFP Board has found that employees welcome information about personal financial planning. The best news is that providing this education in the workplace has a positive impact on an employee's well-being and productivity, which creates a win-win situation for both employees and employers.

Where can I learn more?

Learn more about CFP Board's workplace education program and to view the materials that are available for your use. You also can call 800-487-1497 or e-mail mail@CFPBoard.org.

What's new?

Read the latest issue of CFP Board's consumer eNewsletter, "It's Your Turn."
Among the organizations that have taken advantage of CFP Board's workplace education materials and speakers are Pinnocal Assurance; USDA, Natural Resources Conservation Service; Patient Financial Services-Madison VA Hospital; Methodist Health Care System; and FAA-Air Traffic Control.

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