Seminars and Presentations
Would you like to hold an in-house employee seminar or workshop on financial planning? CFP Board makes it easy:

Download a PowerPoint presentation and script that you can use at your next employee brownbag. The presentation will provide employees with a "big picture view" of what financial planning is, why it is important, and what to look for in a financial planner.

  Tools & Materials
  Consumer Guide to Financial Planning
  Newsletter Articles
  Presentation Materials


  Human Resource Professionals