Submit a Volunteer Application | CFP Board

Submit a Volunteer Application

Thank you for your interest in volunteering with CFP Board.

To ensure volunteers who meet the high standards to represent the financial planning profession, CFP Board collects personal information to conduct a background check on each applicant considered. The extent of this check will depend upon the type of opportunity for which you are applying and may include various state and federal searches.

If you choose not to provide this information, CFP Board cannot process your form. Your submission of the registration form is considered verification of your acceptance of these terms. Unless otherwise stated in our Collection and Dissemination of Information Policy statement, personal information provided by you will not be used for marketing and promotional purposes by CFP Board; however, CFP Board may disclose personal information in response to a subpoena or when we believe in good faith that the law requires it or to respond to an emergency situation.

Complete a Volunteer Application Form 

Specialized registration forms are required for those interested in the following opportunities:

To access these specialized registered forms, click the links above or send a request to CFP Board at 800-487-1497 or