Oakland Financial Planning Day – Volunteer Info

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October 15, 2016
10:00 am - 3:00 pm

Oakland City Hall
1 Frank H. Ogawa Plaza
Oakland, CA
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The City and Oakland and the Financial Planning Association of the East Bay invite you to volunteer at the Oakland Financial Planning Day. The concept is simple – local CFP® professionals will volunteer to provide 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.

At the event, volunteers will be seated at tables and will meet one-on-one with one individual or one couple at a time to address their financial questions and concerns. Selected volunteers will also conduct classroom-style workshops which will run concurrent with one-on-one sessions.

The Financial Planning Day is intended to be a free benefit for the public, and volunteers are not allowed to solicit business, distribute business cards or marketing materials, or follow up with attendees. In other words – there are no strings attached for the attendees. Instead, attendees who wish to seek professional financial planning services after the event may follow up with volunteers they met with using the volunteer directory that will be provided in the event handout.

To register to volunteer as a financial planner at the event, please complete the online registration form located on this page. Participation is open only to CFP® professionals in good standing with CFP Board and seats will be assigned on a first come first served basis. After your registration has been received, a local representative will contact you with additional information and instructions.

For additional information about the event, please refer to the FAQ tab above.



Please complete the registration form to register as a financial planner volunteer. After your registration has been received, we will contact you with more information.

Please note the following important information:

All financial planner volunteers must be CFP® professionals in good standing with CFP Board and must commit to volunteering during the entire time the event is open.

All volunteers are required to review the Pro Bono Boot Camp, consisting of an online presentation designed to train and prepare volunteers for their participation.

Online registration is closed. Members of the public can still attend by simply walking in and registering onsite.

We hope the following information helps answer your questions about the Financial Planning Day. If you have a question not answered here, please feel free to contact us at info@financialplanningdays.org.

What should I bring to the Financial Planning Day?

You are welcome to bring a battery-powered calculator or laptop, but please note that wireless internet connection may not be provided. A notepad and a pen will be provided.

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What is the dress code?

Business casual attire is recommended.

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Why am I not allowed to distribute business cards or marketing materials?

The Financial Planning Day is organized to increase public awareness of the importance of financial planning and to offer pro-bono access to competent and ethical financial planning to those who may not otherwise seek it. We hope to educate consumers that financial planning is more than investment sales or an insurance policy, and to provide a starting point for those consumers who are intimidated at the thought of committing to an ongoing financial planning engagement. Attempting to form a planner-client relationship or attempting to sell any products or services during the event would defeat the very purpose of the Financial Planning Day.

Although volunteers are not allowed to distribute business cards or marketing materials, volunteers’ names and contact information will be included in the event handout provided to attendees. So, it is possible that someone you spoke with may contact you after the event.

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What financial planning topics will I be discussing with attendees?

Attendees will be informed that all volunteers hold the CFP® certification and are well-qualified to discuss a wide variety of financial topics. You are welcome to discuss any financial planning topics that you are comfortable discussing.

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How much time will I spend speaking with each attendee?

To make the Financial Planning Day experience available to as many attendees as possible, conversations will be limited to approximately 15 minutes, whenever necessary.  You are welcome to extend the conversation beyond 15 minutes if there aren’t any attendees waiting for a volunteer.

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How many attendees will I speak with at one time?

During one-on-one counseling, you will assist one individual or one couple at a time.  If you are presenting an educational workshop, you will be speaking to groups of individuals.

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Will my expenses for volunteering be covered?

While breakfast, lunch and refreshments may be provided for volunteers, other expenses, such as travel and lodging will not be covered.

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

CFP® professionals volunteering as financial planners at Financial Planning Days are required to review the Pro Bono Boot Camp.

The Boot Camp consists of a 50-minute online presentation and an accompanying handout.

Information in the Boot Camp will help prepare you for the Financial Planning Day and help you get the most out of your experience as a volunteer. After you review the presentation and the handout, you will have satisfied the volunteer Boot Camp requirement.

If you would like to be a volunteer but have not yet registered, you can begin by finding an event near you.

Important Note

CFP® professionals who complete the Boot Camp may qualify to receive one Continuing Education (CE) credit from CFP Board at no cost. The CE credit is available only to CFP® professionals who have not already received CE credit for this course in their current certification cycle.

In order to receive the CE credit, you must pass an online exam testing your understanding of the content in the Boot Camp. The exam is available here.  Before you can take the exam, you will need your CFP Board ID Number and the code from the Boot Camp online presentation.

Upon passing the exam, The Foundation for Financial Planning will process the CE on your behalf with CFP Board and you will receive your credit as of the date you passed the exam. Reports are sent to CFP Board twice a month. If your certification expires at the end of the current month, we encourage you to self-report the credit using CFP Board’s website to avoid any penalties CFP Board may apply for not renewing your certification on time.

The Foundation will also notify you if you did not pass the exam. You are allowed to take the exam a maximum of two times. If you do not pass the exam on your second try, no CE will be awarded for this program.

If you have any questions regarding the Boot Camp, please contact Amira Tart at the Foundation for Financial Planning at amirat@foundation-finplan.org.