Volunteer Opportunities
Become an Exam Development Volunteer
CFP Board works with CFP® professional volunteers to create, develop, and review CFP® exam content. CFP® professionals serve a vital role in ensuring the validity of the exam.
Volunteers are instrumental to the continuing success of the CFP® certification program and CFP Board’s work to uphold CFP® certification as the standard for financial planning.
Ready to get started?
benefits OF VOLUNTEERING
Continuing Education
Exam Development Volunteers earn free CE credit hours toward renewal of certification.
Networking and Collaboration
Through item writing and item review volunteer opportunities, participants can gain valuable knowledge and information related to financial planning, while networking with other professionals and subject matter experts. Ultimately, the workshop helps ensure the integrity and validity of certification exams, while also promoting the advancement of the profession.
Further Your Volunteer Experience with CFP Board
Higher-level volunteer opportunities are available to volunteers who participate in item writing or item review opportunities. These roles are open to experienced volunteers who are interested in further contributing to CFP Board Examinations and advancing their financial planning expertise.
tAKE A LEADERSHIP ROLE
CFP® professionals who volunteer as subject matter experts for Exam Development can shape the future of the CFP® certification exam. Please indicate your interest by filling out our Exam Development Volunteer Interest Form.
Upcoming Volunteer Events
CFP Board works with volunteer CFP® professionals to develop and review CFP® items. The term "item" refers to an exam question. Therefore, an "item review" would mean a "review of exam questions."
Item Writing Campaign
Are you passionate about financial planning and helping others succeed? Join us in developing the Certified Financial Planner (CFP®) Exam! We need volunteers of all experience levels to help create exam questions.
May 8-31, 2024
Item Reviews
Join us for the CFP Board Item Review Meetings, a vital part of the development and maintenance process for the Certified Financial Planner (CFP®) Exam. As a participant, you'll play a crucial role in shaping the future of the exam.
January 17, 18, and 24, 2024, February 7, 8, and 13, 2024
Content Updates and review
Volunteers complete a 20-minute training session and then receive an independent assignment to review multiple choice questions that address tax related financial planning content. CFP Board asks volunteers to recommend changes to questions that are impacted by annual regulatory changes.
January 2024
EXAM DEVELOPMENT VOLUNTEER Video
View Now
Are you passionate about financial planning and helping others succeed? We need volunteers of all experience levels to help create exam questions.
Listen to this video to learn about how you can be a part
of developing the CFP® Exam!
Ready to get started?
Please indicate your interest by filling out our Exam Development Volunteer Interest Form. If you have any questions, please contact the Examinations department at 202-379-2226 or examvolunteer@cfpboard.org.