Thank you for your interest in volunteering with CFP Board. Please complete the following online registration form.
In order to obtain quality volunteers, CFP Board must collect personal information from you. CFP Board will conduct a background check on each applicant under consideration. The extent of this check will depend upon the type of opportunity you are registering for and may include various state and federal searches.
If you choose not to provide this information, CFP Board cannot process your form. Your submission of the registration form is verification of your acceptance of these terms. Unless otherwise stated in our Collection and Dissemination of Information Policy statement, personal information provided by you will not be used for marketing and promotional purposes by CFP Board, however, CFP Board may disclose personal information in response to a subpoena or when we believe in good faith that the law requires it or to respond to an emergency situation.
If you experience difficulties with the online form or prefer to submit an application by mail or fax, you may download and complete one of the following forms:
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We welcome your feedback and invite you to complete a brief 5-question survey to help us improve your experience on CFP.net.
It's easy to participate and will take less than 2 minutes:
Click the "Yes" button below to continue your visit on CFP.net as intended. When finished, simply retrieve and complete the questionnaire that will appear in a new browser window.