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Get Involved
The financial planning profession is facing challenges that are larger than any one financial services firm, organization or individual can tackle on their own. They require a unified approach across all corners of the financial planning profession. Learn how you can become involved with the Center in meaningful and rewarding ways.
Make a Donation
Support the Center’s important work to advance the profession. One hundred percent of your donation helps to create a more diverse and sustainable financial planner workforce and a research-based, recognized body of knowledge for financial planning. You can make a one-time gift by donating online or through your donor advised fund, stock transfer or IRA.
Make a Multi-Year Pledge
By becoming a multi-year donor, you provide the ongoing resources to support the Center's initiatives for years to come.
Make a One-Time Donation
Donate now to support research and initiatives that will advance the financial planning profession.
Other Ways to Give
For additional information on options for donating, please visit our Ways to Give page.
Support a Scholarship
Contribute to one of our scholarships and help a deserving student complete the educational requirements for CFP® certification.
Give Your Time
Learn about opportunities to volunteer with CFP Board Center for Financial Planning and help advance its important mission.
Become a Mentor
Mentor an aspiring CFP® professional or promote the financial planning career within your network.
Promote the Profession
Raise awareness of financial planning careers in your community.
Access and Share Our Resources
Advance the profession by sharing our career guide, diversity research and "I am a CFP® Pro" campaign within your networks.