Volunteer Login

Use the form below to Log In. User ID and Password are case sensitive.

By accessing this system, you agree to be bound by all terms and conditions set forth in your current license agreement for this product.

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All financial planners volunteering at Financial Planning Days must be CFP® professionals and/or FPA members and are required to complete the Volunteer Boot Camp presentation designed to train and prepare financial planners for the Financial Planning Day. The Boot Camp consists of an hour-long, online presentation and a brief exam testing your understanding of the material. CFP® professionals who successfully complete the Boot Camp will receive one hour of Continuing Education credit from CFP Board at no cost.

To view the presentation, please log in using your e-mail and the password you created when you registered as a volunteer. Please note that your volunteer registration has to be approved first before you can log in to view the Boot Camp.

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

Unless otherwise noted, the content, program names and related elements are owned collectively by the Financial Planning Days Consortium.
The Volunteer Bootcamp program and content is © 2012 Financial Planning Association. All rights reserved.

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Your volunteer registration has to be approved first before you can log in to view the Boot Camp. After your registration has been approved, you will receive an e-mail with instructions to access the Boot Camp.