Consumer Outreach

Public Policy


Consumer Outreach

CFP Board engages in consumer outreach initiatives and collaborates with government agencies, public interest organizations and the media on projects that educate consumers about the benefits of financial planning and pro bono programs designed to provide consumers with free financial planning guidance.  

Resources & Publications

Available in electronic and print format, CFP Board’s consumer resources and educational publications provide information about financial planning and guidance for consumers seeking a financial planner. Learn more >

CFP Board Ambassadors

Senior Ambassador
Through regular appearances in the media and at public events, and through the blog at, CFP Board’s Senior Ambassdor, Jill Schlesinger, CFP®, provides consumers with insights on personal finance issues and makes complex ideas and strategies accessible and understandable. 

Local Ambassadors 
Experienced CFP® professionals, serving as CFP Board Ambassadors, represent regions around the country and provide personal finance resources to their communities, policymakers and local media. 
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Financial Planning Coalition

CFP Board, the Financial Planning Association®, and the National Association of Personal Financial Advisors are working together as the Financial Planning Coalition to pursue consumer protection and industry reform.

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