Skip to main content
Get Involved

Volunteer Opportunities

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.

More on volunteering
Help Future CFP® professionals

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.

Volunteer Development

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.

Making an Impact on Lives & Communities

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.