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.
CFP Board Ambassadors
Through regular appearances in the media and at public events, and through the blog at LetsMakeaPlan.org, 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.
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.
Learn more >
Financial Planning Days
Financial Planning Days give you an opportunity to meet one-on-one with CFP® professionals who can address your specific financial questions and provide you with unbiased, no-strings-attached financial guidance. In addition to personalized advice, you will also be able to attend informative classroom-style workshops addressing popular personal finance topics. Learn More >
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 >