Get Involved

For CFP® Professionals

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Get Involved

There are many opportunities for CFP® professionals and others to get involved and connect in meaningful ways with CFP Board and the financial planning profession.

Membership Organizations

CFP Board strongly encourages CFP® professionals to take advantage of the networking and professional development opportunities offered by the profession’s leading membership organizations.

Learn about membership with FPA and NAPFA

CFP® Certificant Connections

These town hall-style events are an opportunity for CFP® professionals and other CFP Board stakeholders to engage in two-way dialogue with CFP Board's leadership. The events are held in an open format to allow participants to address the issues of most concern to them, and to provide CFP Board’s leadership the chance to connect with local CFP® professionals, those working to attain CFP® certification, educators and other stakeholders.

Learn more and view the current schedule

Business Update Webinars

As part of its commitment to keep open lines of communication with CFP® professionals and other CFP Board stakeholders, CFP Board has organized informational webinars (not for continuing education credit) that allow CFP Board's leadership to provide updates on current activities related to CFP® certification and to answer questions from CFP® professionals and others.

Learn more and view recordings of past Business Update Webinars

CFP Board Newsletters

CFP Board Report Newsletter: CFP Board’s monthly newsletter email for CFP® professionals and other stakeholders provides the latest updates on the organization’s activities, policies, and initiatives, including upcoming events and resources to help you get the most from your CFP® certification.  Read past editions and subscribe to the CFP Board Report newsletter.

Center for Financial Planning Newsletter: The quarterly newsletter email from the CFP Board Center for Financial Planning provides updates and opportunities in support of the Center’s mission to create a more diverse and sustainable financial planning profession.  Read past editions and subscribe to the Center for Financial Planning newsletter.

Let’s Make A Plan Newsletter: CFP Board’s monthly consumer newsletter email shares timely financial planning tips from CFP Board Ambassadors and other CFP® professionals, and can be a source of topics for CFP® professionals to discuss with their clients.  Read past editions and subscribe to the Let’s Make A Plan newsletter.

Social Media

Stay connected with CFP Board by interacting with us on Twitter, Facebook, LinkedIn and YouTube. Follow these accounts to keep updated on CFP Board initiatives and issues important to the financial planning profession. And we encourage you to share and contribute to the conversation, which will highlight your affiliation with the CFP® professional community and help us increase awareness of the value of financial planning and the CFP® certification.

Learn more and connect with CFP Board on social media

Volunteer Opportunities

The work of CFP Board benefits greatly from the contributions of its stakeholders, and there are many opportunities for CFP® professionals and others to become involved with CFP Board in meaningful and rewarding ways. In addition to volunteer positions on CFP Board's Board of Directors, Councils or Commission that require a several-year commitment, there are many opportunities for stakeholders to become involved with CFP Board through short-term projects related to exam development, professional review and other key areas related to the CFP® certification.

Read more about volunteer opportunities with CFP Board

Contact Information

CFP Board welcomes questions and comments from CFP® professionals and other stakeholders.

Address:
1425 K Street NW #800
Washington, DC 20005
P: 800-487-1497 (Toll-Free)
P: 202-379-2200
F: 202-379-2299


Call CFP Board Toll-Free At:
800-487-1497
 
Email Addresses:
Contact the Board of Directors
BOD@cfpboard.org

General Questions
mail@cfpboard.org

  CFP Board LinkedIn group CFP Board YouTube channel CFPBoard Twitter page CFP Board Facebook page

Center For Financial Planning | Logo | Gold

The Center's focus includes workforce development, diversity, and the profession's body of knowledge.

Learn More

Reach New Clients

CFP Board’s “Find a CFP® Professional” online search tool can help you connect with Americans seeking professional financial planning services.

Update Your Profile Today

Continuing
Education

More than 1,000 CE Sponsors have registered with CFP Board to provide continuing education.

Find CE Opportunities