Free one-on-one financial planning advice and educational workshops. No strings attached.

About Financial Planning Days

Personal financial planning is essential, regardless of age or income, and it is vital to meeting life goals, such as buying a home, paying for college or achieving a secure retirement. There are millions of Americans with pressing financial questions that need answers, and unfortunately, many have not had the opportunity to discuss those questions with competent and ethical financial planners.

With a shared vision in mind, four national non-profit organizations – Certified Financial Planner Board of Standards, Inc.®, Financial Planning Association®, the Foundation for Financial Planning, and the U.S. Conference of Mayors – have joined forces to offer the Financial Planning Days initiative. This ground-breaking program is designed to unite the collective resources of the financial planning community and city governments nationwide to assist Americans in need of financial guidance through a series of free Financial Planning Day events.

Each local Financial Planning Day features highly qualified CERTIFIED FINANCIAL PLANNER™ professionals, all volunteering their time and expertise to provide free one-on-one counseling and classroom-style educational presentations addressing key personal finance topics. Best of all, there are no strings attached – volunteer financial planners will not sell products or services, give out business cards or take down names.

We believe that with our collaborative resources, we can provide the financial planning knowledge and guidance to people who need it most and empower them to achieve their life goals.

Unless otherwise noted, the content, program names and related elements are owned collectively by the Financial Planning Days Consortium.

The Financial Planning Days are brought to you by four national non-profit organizations:

Certified Financial Planner Board of Standards, Inc. (CFP Board)

CFP Board is a 501(c)(3) non-profit organization whose mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

Financial planning is one of the fastest growing professions in the country and CFP Board currently oversees more than 72,000 CFP® professionals in the U.S. who advise individuals and families on a broad range of personal finance topics, including retirement, estate planning, taxes, investments, budgeting and insurance, among many others.

CFP® certification is renowned for its rigorous standards – it is granted to financial planners who hold a Bachelor’s degree, complete initial and ongoing financial education, pass a comprehensive examination, attain requisite professional experience in financial planning, and agree to provide financial planning services as a fiduciary – acting in the best interests of their clients. CFP Board’s disciplinary enforcement of its ethical standards further distinguishes CFP® certification from other industry designations.

For more information on CFP® certification and CFP Board, visit www.CFP.net or www.LetsMakeaPlan.org, or call 800-487-1497.

Financial Planning Association® (FPA®)

FPA is the largest membership organization for CFP® professionals in the U.S. and also includes those who support the financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA helps connect all in our membership through a variety of unique and compelling ways. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. FPA’s unparalleled network of chapters encourage professional development and networking on a local level. Based in Denver, Colo., our association represents tens of thousands of members involved in all facets of providing financial planning services.

For more information about FPA, visit www.FPAnet.org.

Foundation for Financial Planning

The Foundation for Financial Planning, a nonprofit charity, is the only organization solely devoted to supporting the delivery of pro bono financial planning. The Foundation’s mission is to help people take control of their financial lives by connecting the financial planning community with people in need. We support pro bono financial advice through grants and community based organizations that work with the underserved, which includes active military, veterans, victims of disasters, low- to moderate-income families and many others.

For more information visit our consumer resources and programs pages on our website: www.FoundationforFinancialPlanning.org.

U.S. Conference of Mayors

The U.S. Conference of Mayors is the official nonpartisan organization of cities with populations of 30,000 or more. Each city is represented in the Conference by its chief elected official, the mayor. The primary roles of Conference are to promote the development of effective national urban/suburban policy; strengthen federal-city relationships; ensure that federal policy meets urban needs; provide mayors with leadership and management tools; and create a forum in which mayors can share ideas and information.

More information about the Conference is available at www.usmayors.org.

Unless otherwise noted, the content, program names and related elements are owned collectively by the Financial Planning Days Consortium.

General Inquiries

For general questions, assistance with registration, or to find a Financial Planning Day in your area, please contact:

E-mail: info@FinancialPlanningDays.org

National Project Manager

Comments and questions about the national Financial Planning Days initiative can be directed to the following representative:

Financial Planning Association

Monica Tall
Manager, Pro Bono Engagement
303-867-7309
mtall@onefpa.org