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New & Noteworthy


Financial Planning Days

CFP Board has joined forces with three national non-profit organizations – Financial Planning Association®, Foundation for Financial Planning, and the U.S. Conference of Mayors – to organize annual Financial Planning Days in October, consisting of free public events in cities around the country.

Financial Planning Days give you an opportunity to meet one-on-one with CFP® professionals who can address your specific financial questions and provide you with unbiased, no-strings-attached financial guidance. In addition to personalized advice, you will also be able to attend informative classroom-style workshops addressing popular personal finance topics.


You may seek advice on a variety of topics – retirement planning, investment strategies, budgeting, credit and debt, taxes, insurance, education savings and small business finances, among many others.

Best of all – it's all free and there are no strings attached! All financial planners are participating as volunteers and they will not be taking down names, selling products or services, or giving out business cards and marketing materials. Come as you are, or come prepared with any financial paperwork related to your questions. And, you can consult with as many different financial planners as you need!

Watch the Financial Planning Days video, with highlights from prior events and testimonials from attendees and volunteers who participated:

2015 Financial Planning Days

2015 marked the sixth year of Financial Planning Days, featuring events in 22 cities nationwide that connected thousands of consumers with hundreds of CFP® professionals who volunteered to provide free financial consultations and workshops at designated schools, municipal buildings and libraries.  

To learn more about events that took place in 2015, click on the links below or visit

Akron, OH
October 3, 2015
University of Akron
  Atlanta, GA (Brookhaven)
October 10, 2015
Cobb Galleria Center
Baltimore, MD
October 17, 2015
The Open Church of Maryland
  Chicago, IL
October 24, 2015
Harold Washington Library

Columbus, OH
October 7, 2015
Columbus State Conference Center


Huntington Beach, CA
October 17, 2015
Huntington Beach Public Library

Indianapolis, IN
October 6, 2015
Indiana Wesleyan Indianapolis (North)
Education and Conference Center


Los Angeles, CA
October 17, 2015
Los Angeles Central Library

Lubbock, TX
October 24, 2015
Groves Library


Martinez, CA
October 20, 2015 
Martinez Public Library

Milwaukee, WI
October 24, 2015
Darryl Lynn Hines Academy


Oakland, CA (Alameda County)
October 13, 2015
Alameda County Community Food Bank

Oakland, CA
October 10, 2015
Oakland City Hall


Pasadena, CA
October 24, 2015
Pasadena City College

San Antonio, TX
October 3, 2015
The Neighborhood Place


San Francisco, CA
November 7, 2015
San Francisco Public Library

San Mateo, CA
October 17, 2015
San Mateo Public Library


St. Paul, MN
October 17, 2015
Wilder Center

Tempe, AZ (Greater Phoenix)
October 17, 2015
Rio Salado Conference Center


Virginia Beach, VA
November 7, 2015
Virginia Beach Convention Center

Washington, DC Metro Area
October 17, 2015
Columbia Heights Educational Campus


West Sacramento, CA
October 10, 2015
West Sacramento City Hall

Follow us on the Financial Planning Days social media accounts to keep up with Financial Planning Day news & events, and for financial planning tips.

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