Give Back with CFP Board's Financial Planning Days
Share this
Looking for a way to give back to your community? You'll have a great chance to do some good for people in need of financial advice this October and November in your city.
CFP Board is currently inviting CFP® professionals from around the country to participate in and volunteer for their 5th annual Financial Planning Days events. These events provide a free way for the public to get started with financial planning. Attendees can sit down with advisors for 15-minute sessions and attend educational, classroom-style presentations to continue learning valuable information about achieving success with their personal finances.
Why volunteer? From the official website:
The concept is simple – local CFP® professionals will volunteer to provide pro bono one-on-one counseling and to present financial planning workshops to area residents. The benefits are plentiful – providing needed financial information to your community and raising awareness of the importance of financial planning.
Not to mention, CFP® professionals who complete the Boot Camp can qualify to receive one Continuing Education (CE) credit from CFP Board at no cost. So there's a professional benefit to you, as well, in case you needed a little extra incentive. (Note that the CE credit is available only if you have not already received CE credit for this course in your current certification cycle.)
If you want to volunteer to help out at a local event, stop by the website and find an event near you.
Specifically, if you're in one of the following cities, the CFP Board is actively seeking volunteers in these areas:
- Baltimore, MD
- Lubbock, TX
- St. Louis, MI
- Chicago, IL
- Milwaukee, WI
- Twin Cities, MN
- Cincinnati, OH
- Virginia Beach, VA
- Indianapolis, IN
- Phoenix, AZ
- Washington, DC
- Los Angeles, CA
- Greater Sacramento, CA
- Orange County, CA
Participating in a Financial Planning Day is a wonderful way to help out those that truly need the right guidance to financial success. Volunteering your time and expertise can make a positive impact in someone's life who is ready to get on the right track, but just needs a little help to get moving in the right direction.
You can provide that, and help us carry out an idea that helps drive XY Planning Network: that good financial advice and education isn't just for those who have already found their success. It's for everyone seeking the tools they need to live their great life.
Share this
- Advisor Posts (433)
- Fee-only advisor (388)
- Advice (316)
- Business Development (245)
- Independent Financial Advisor (204)
- Growing Your Firm (160)
- Marketing (132)
- Financial Planning (104)
- What Would Arlene Say (WWAS) (81)
- Firm Ownership (78)
- Business Coach (77)
- Training (76)
- Compliance (71)
- Business (69)
- Building Your Firm (68)
- Financial Advisors (65)
- Online Marketing (61)
- Events (60)
- Starting a Firm (50)
- From XYPN Members (48)
- Technology (48)
- Launching a firm (45)
- Advisors (42)
- Entrepreneurship (39)
- Taxes (39)
- Staffing & HR (38)
- Networking & Community (33)
- Interviews and Case Studies (32)
- Investment Management (32)
- XYPN Invest (28)
- Tax Preparation (27)
- Business Owner (25)
- Social Responsibility (25)
- Sales (24)
- Small Business Owner (20)
- Industry Trends & Insights (19)
- From XYPN Invest (18)
- Financial Planners (17)
- Independent Financial Planner (17)
- XYPN (17)
- Leadership & Vision (16)
- XYPN News (16)
- Tech Stack (15)
- How to be a Financial Advisor (14)
- RIA (14)
- Investing (13)
- Media (13)
- NextGen (13)
- Press Mentions (13)
- Financial Education (12)
- Goals (12)
- RIA Owner (12)
- XYPN Membership (12)
- Assets Under Management (AUM) (11)
- First Year (11)
- Niche (11)
- SEC (10)
- Advisor Success (9)
- RIA Registration (9)
- Communication (8)
- Lessons (8)
- Study Group (8)
- Time Management (8)
- Virtual Advisor (8)
- Growth (7)
- Mental Health (7)
- Pricing Models (7)
- From Our Advisors (6)
- Independent RIA (6)
- Money Management (6)
- Motivation (6)
- Preparing to Launch (6)
- Processes (6)
- Risk and Investing (6)
- Automation (5)
- Behavioral Finance (5)
- Broker-Dealers (5)
- College Planning (5)
- Filing Status (5)
- How I Did It series (5)
- Investment Planner (5)
- Michael Kitces (5)
- Preparing to Launch (5)
- Retirement (5)
- S Corpration (5)
- Scaling (5)
- Support System (5)
- TAMP (5)
- Wealth (5)
- Year-End (5)
- Bear Market (4)
- CFP Certification (4)
- Outsourcing (4)
- Selling a Firm (4)
- Small Business (4)
- State Registration (4)
- Succession Plans (4)
- Benchmarking Study (3)
- Bookkeeping (3)
- Budgeting (3)
- ESG Investing (3)
- Emotional Decisions (3)
- Engagement (3)
- Fiduciary (3)
- Financial Life Planning (3)
- Getting Leads (3)
- IRA (3)
- Life planning (3)
- Lifestyle practice (3)
- Membership (3)
- Millennials (3)
- Monthly Retainer Model (3)
- Monthly Subscription Model (3)
- Partnership (3)
- Pricing (3)
- RIA Audit (3)
- Recordkeeping (3)
- Risk Assessment (3)
- Staying Relevant (3)
- Wellness (3)
- Work Life Balance (3)
- Advice-Only Planning (2)
- Building Your Firm (2)
- Career Changers (2)
- Charitable Donations (2)
- Community Property (2)
- Design (2)
- Differentiation (2)
- Exchange-Traded Funds (ETF) (2)
- FINRA (2)
- Finding Your Why (2)
- Graphic design (2)
- Growing Income (2)
- Health Care (2)
- Inflation (2)
- Key performance indicator (KPI) (2)
- Keynote (2)
- Negative Rates (2)
- Operations (2)
- Organization (2)
- Outsourced Asset Management (2)
- Outsourced Bookkeeping (2)
- Portfolio Management (2)
- Productivity (2)
- Psychology (2)
- Quickbooks (2)
- Recommended Reading (2)
- Recruiting (2)
- Registered Representative (2)
- Registration (2)
- Restricted Stock Units (RSU) (2)
- Start Ups (2)
- Stock Options (2)
- Team Communication (2)
- Virtual Assistant (2)
- Virtual Paraplanner (2)
- Accounting (1)
- Arlene Moss (1)
- Assistant (1)
- Bonds (1)
- Bull Market (1)
- Careers (1)
- Certified Public Accountant (CPA) (1)
- Childcare (1)
- Client Acquisition (1)
- Client Services (1)
- Common Financial Mistakes (1)
- Consulting (1)
- Consumerism (1)
- Credit (1)
- Custodians (1)
- Custody Rule (1)
- Data (1)
- Daycare (1)
- Definitions (1)
- Designations (1)
- Direct Indexing (1)
- Disasters (1)
- Earn More (1)
- Family (1)
- Fidelity (1)
- Finance (1)
- Financial Freedom (1)
- Financial Goals (1)
- Financial Life Management (1)
- Financial Success (1)
- Financial Wellness (1)
- Form 8606 (1)
- Form 8915-E (1)
- Grief (1)
- Guide (1)
- How to Budget (1)
- Impostor Syndrome (1)
- Interns (1)
- Investor Policy Statement (IPS) (1)
- Job burnout (1)
- Liquidating your business (1)
- Loans (1)
- Moving Forward (1)
- Part Time (1)
- Paying Yourself (1)
- Paystub (1)
- Perfectionism (1)
- Project Management (1)
- Projecting Returns (1)
- Purpose (1)
- Quarterly Estimated Payments (1)
- RIA Operations (1)
- Recession (1)
- Referrals (1)
- Regulations (1)
- Regulators (1)
- Reinvention (1)
- Relationships (1)
- Remote (1)
- Required Minimum Distributions (RMD) (1)
- Risk Management (1)
- Roth Conversations (1)
- Roth IRA (1)
- Sabbatical (1)
- Spending (1)
- Strategy (1)
- Systems (1)
- Target Audience (1)
- Teamwork (1)
- Terms (1)
- To-Do List (1)
- Traditional IRA (1)
- Transitions (1)
- Virtual (1)
- Vulnerability (1)
- XYPN Books (1)
Subscribe by email
You May Also Like
These Related Stories