Financial Planning Days - Public Policy - CFP Board

Public Policy


Financial Planning Days

CFP Board has joined forces with three national non-profit organizations – Financial Planning Association®, Foundation for Financial Planning, and the U.S. Conference of Mayors – to organize annual Financial Planning Days in October, consisting of free public events in cities around the country.

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.

Financial Planning Days Logo
Financial Planning Days Testimonial

You may seek advice on a variety of topics – retirement planning, investment strategies, budgeting, credit and debt, taxes, insurance, education savings and small business finances, among many others.

Best of all – it's all free and there are no strings attached! All financial planners are participating as volunteers and they will not be taking down names, selling products or services, or giving out business cards and marketing materials. Come as you are, or come prepared with any financial paperwork related to your questions. And, you can consult with as many different financial planners as you need! 

Watch the Financial Planning Days video, with highlights from prior events and testimonials from attendees and volunteers who participated:

2016 Financial Planning Days

2016 marks the seventh year of Financial Planning Days, featuring events in 21 cities nationwide.  To learn more and find an event in your area, please see the event list below or visit

Akron, OH
October 1, 2016
University of Akron
  Arlington, VA
October 22, 2016
George Mason University 
Atlanta, GA
October 8, 2016
Cobb Galleria Center 
  Baltimore, MD
October 29, 2016
Patterson High School 

Chicago, IL
October 8, 2016
Harold Washington Library


Cincinnati, OH
October 8, 2016
Public Library of Cincinnati & Hamilton County

Columbus, OH
October 5, 2016
Columbus State Conference Center 


Huntington Beach, CA
October 15, 2016
Huntington Beach Central Library 

Indianapolis, IN
October 15, 2016
University of Indianapolis 


Lakewood, CO
October 22, 2016 
Mile Hi Church 

Los Angeles, CA
October 29, 2016
Los Angeles Central Library


Lubbock, TX
October 8, 2016
Groves Public Library 

Miamisburg, OH
October 1, 2016
Dayton Public Library


Milwaukee, WI
October 22, 2016
Centennial Hall of the Public Library

Oakland, CA
October 15, 2016
Oakland City Hall 


Rosemead, CA
October 23, 2016
Rosemead Community Center 

San Francisco, CA
October 22, 2016
San Francisco Public Library


San Rafael, CA
October 29, 2016
Marin Center

St. Paul, MN
October 29, 2016
Wilder Center 


Tempe, AZ
October 22, 2016
Rio Salado Conference Center 

West Sacramento, CA
October 22, 2016
City of West Sacramento City Hall


News and Events

Follow us on the Financial Planning Days social media accounts to keep up with Financial Planning Day news & events, and for financial planning tips.

FPDays Facebook page      FPDays Twitter page      FPDays YouTube channel      FPDays LinkedIn page


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.

Learn more 

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