Presentation Materials

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.

Download Presentation (Microsoft PowerPoint: 1MB)
Download Presentation Handouts (Microsoft Word)

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