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Celebrate National Financial Planning Month with CFP Board
October is National Financial Planning Month, a time to recognize how financial planning can help people navigate the goals, decisions, relationships and life changes that shape their financial lives. From preparing for major milestones to managing everyday expenses and planning for the future, a financial plan can help connect today’s decisions with tomorrow’s priorities.
Throughout the month, CFP Board is highlighting the value of financial planning and the role CFP® professionals play in helping people make informed financial decisions. Explore our resources to learn more about financial planning, find a CFP® professional and take the next step toward your financial goals.
Resources for CFP® Professionals
Help spread the word about the value of financial planning this October. CFP Board’s National Financial Planning Month Social Media Toolkit provides ready-to-use content and resources to help CFP® professionals engage their audiences and start meaningful conversations about money.
The toolkit includes:
- Ready-to-use social media content: Posts and graphics for LinkedIn, Instagram, Facebook and X.
- Conversation starters: Questions to encourage discussions about financial goals, life changes and the role of financial planning.
- Financial advice fact or fiction: A prompt to help audiences think critically about financial advice and recognize why personalized guidance matters.
- Research to share: Findings from CFP Board research, along with suggested messaging to help bring key insights to life.
- Content and video ideas: Prompts for sharing your perspective on financial planning and creating short-form videos.
- Consumer resources: Links to help people learn about financial planning, find a CFP® professional and evaluate financial information.
The toolkit is organized around five weekly themes, from understanding why financial planning is about more than money to taking the next step toward a financial future that reflects your goals and priorities.
Download the National Financial Planning Month Social Media Toolkit
Take the Next Step
Financial planning is personal. Whether you’re preparing for a major life change, working toward a financial goal or simply trying to understand what comes next, a CFP® professional can help you develop a plan tailored to your circumstances.