As we promote and educate the public as to the importance of the financial planning profession and the CERTIFIED FINANCIAL PLANNER™ designation, we want to ensure you have valuable resources at your disposal.


  • For consumers interested in learning more about the different areas involved in financial planning please click here


  • For financial professionals looking for links to other important information please click here


  • Bay Area Financial Education Foundation (BAFEF) — There are a variety of volunteer opportunities available with BAFEF. Want to learn more? Got questions? Email Tina at the BAFEF or phone (415) 839-8197.