Free Info Session + Scholarship Opportunity: Get your CFP® certification questions answered, and one attendee receives their education and exam prep, fully covered.

Pro Bono Financial Planning Volunteer Training

Please fill out the form below to enroll in the Pro Bono Financial Planning Volunteer Training. Once you enroll, you will receive an activation email to create your account and access the coursework. Please activate your account immediately as the activation email can expire. Please provide your CFP Board ID number if you would like for us to submit your completion for the CE credit hour.

Disclaimer — Failure to provide your CFP Board ID number could result in a delay in the CE credit reporting and/or loss of CE credits.

If CFP CE reporting is needed.