Certified Financial Planner Board of Standards Inc.

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Nonprofit Organizations

Why does CFP Board team up with nonprofit organizations?

CFP Board collaborates with professional associations, consumer groups and government agencies to educate the public about the importance of personal financial planning and choosing a competent, ethical financial planner. Among the projects that have resulted from the joint efforts of CFP Board and nonprofits are: Financial Planning Days, a nationwide initiative that unites the collective resources of the financial planning community and city governments nationwide to assist Americans in need of financial guidance through a series of free Financial Planning Day events, organized by a consortium four national non-profit organizations – CFP Board, Financial Planning Association^®, the Foundation for Financial Planning, and the U.S. Conference of Mayors; "Colorado Saves," a statewide savings campaign, which is part of a nationwide "America Saves" campaign spearheaded by the Consumer Federation of America; workplace education seminars about financial planning with the Social Security Administration; free consumer booklets about financial planning reviewed by the U.S. Securities and Exchange Commission and distributed through the Federal Citizen Information Center; and outreach to high school students through student chapters of the Association of Latino Professionals in Finance and Accounting and the National Association of Black Accountants.

How can my nonprofit organization benefit from teaming up with CFP Board?

Nonprofit groups that work with CFP Board can take advantage of free materials and resources to educate their constituents about the importance of personal financial planning and working with a CFP® professional. These resources include a consumer eNewsletter, articles available for publication in a nonprofit's newsletter or website and access to CFP® certificants who have agreed to volunteer their time to speak to a group or help conduct a non-promotional program. These volunteers are screened by CFP Board and will not promote themselves, their companies or any product. In addition, CFP Board has developed a Consumer Guide to Financial Planning, which is available free of charge (up to 100 booklets) to nonprofit organizations that are intended to increase the financial awareness in consumers free of charge. Simply complete the online application/order form.

Where can I learn more?

Call 800-487-1497 or e-mail mail@cfpboard.org.

What do consumers think of financial planners?

A national opinion poll conducted in June 2011 by KRC Research for CFP Board found Americans with a financial plan are more optimistic and willing to contribute to the economy.Access the survey for additional results.

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