Offering a financial planning clinic at a Money Smart Week event can enable people to meet one-on-one with volunteer CFP® professional and receive free, personalized financial guidance. The clinics are organized in a unique, pressure-free setting and the information comes with no strings attached.
CFP Board’s Let’s Make a Plan website contains a wealth of resources on financial planning, including consumer publications, e-Newsletter, information on getting started with a financial plan and how to find a qualified financial planner to help pull it all together. Go to website
As a Money Smart Week national partner, CFP Board will promote the initiative to CFP® professionals and encourage them to get involved by conducting educational workshops and pro bono one-on-one counseling at local events. To find a CFP® professional in the partner database, Money Smart Week planning teams can search for “CFP®” or “Certified Financial Planner™” in the individual’s title.
CFP® professionals are highly qualified to discuss virtually all personal finance topics and are available to present educational workshops at Money Smart Week events.