Contribute to the financial planning profession, grow your network and get involved with our work at every stage of your career through CFP Board events, volunteer opportunities and more.
Volunteer Opportunities: Your Expertise Needed
Help women see financial planning as a profession that's right for them. Provide financial advice to those who wouldn't otherwise have access. Help CFP Board maintain CFP® certification as the standard of excellence in the financial planning profession. These are just a few ways you can benefit both your community and profession.
Get Involved with Pro Bono Financial Planning
Pro bono financial planning helps people take control of their financial lives and has a positive impact on individuals, families and communities — and elevates and enriches the financial planning profession. When you provide pro bono financial planning advice, you may also be able to make progress toward your CFP® certification requirements. Pro bono volunteer hours may count toward the Experience requirement for initial CFP® certification, and pro bono training programs may be eligible for Continuing Education (CE) credit.
Join a Membership Organization
Take advantage of the networking and professional development opportunities offered by the profession’s leading membership organizations: the Financial Planning Association® and National Association of Personal Financial Advisors.