Volunteer
Join us in shaping the future of the profession by helping to get the word out about financial planning careers. We offer a variety of volunteer opportunities to engage your skills, experience and interests.
Mentor an Aspiring CFP® Professional
Through the CFP Board Mentor Program, CFP® professionals can mentor candidates preparing for the CFP® exam.
Mentoring helps candidates focus on time management, study strategy, staying motivated, and more. Your support, advice, and experience can make all the difference to someone preparing for the CFP® exam.
Promote the Profession
Help attract the next generation of financial planners.
Promote the Profession to Young People
Raise awareness of financial planning careers in your community by conducting presentations at schools and speaking with young people in your network.
To help you get the word out, the Center has a customizable presentation that highlights the benefits and opportunities of a financial planning career, the CFP® certification process, and resources available to help young people along their academic and professional path.
Advance Gender Diversity
Help attract more women to the profession by becoming an Advocate for the Women's Initiative (WIN). WIN Advocates raise awareness of financial planning as a rewarding career opportunity among women and girls in their communities – at local schools, women’s and girls’ groups and professional associations. We support WIN Advocates by providing a variety of resources to deliver the message.
Find More Ways to Volunteer
Learn how you can support the Center in meaningful and rewarding ways.
See all volunteer opportunities