The work of CFP Board benefits greatly from the contributions of CFP® professionals and other stakeholders. There are many opportunities to become involved with CFP Board in meaningful and rewarding ways.
Become a Volunteer
There are a variety of ways volunteers support CFP Board's work, including leadership and governance roles, exam development activities, service on disciplinary hearing panels and more.
Become a Mentor
The CFP Board Mentor Program connects aspiring candidates for CFP® certification with current CFP® professionals who can share their knowledge and experience of passing the CFP® exam.
Become an Exam DEVELOPMENT Volunteer
Exam development volunteers work with test development experts and other CFP® professionals to create and review new exam content. CFP Board works with volunteers of all levels of experience to develop new content for the CFP® exam.
Provide Pro Bono Financial Planning
Pro bono financial planning provides critical services to underserved and at-risk Americans. As a highly qualified CFP® professional and pro bono volunteer, you can help people take control of their financial lives and have a positive impact on individuals, families and communities.
You may also be able to make progress toward your CFP® certification requirements. Pro bono volunteer hours may count toward the Experience requirement for initial CFP® certification. CFP Board recognizes this important community service and awards pro bono volunteers with digital badges based on hours of service.