Why Volunteer with the CFFP?
Volunteering with the Canadian Foundation for Financial Planning is a powerful way to use your financial planning skills to make a difference. Volunteers from across Canada are supporting individuals living on modest incomes, helping them build financial confidence and stability.
As the backbone of our program, volunteers play a vital role in strengthening communities. Join our growing network of professionals committed to advancing financial empowerment across the country.
What will I do as a volunteer?
As a CFFP volunteer, you’ll use your financial planning skills to help build people’s financial confidence. You’ll deliver tailored financial education group workshops and/or one-to-one sessions. Your role is to empower participants with knowledge and tools, helping them make informed financial decisions and take greater control of their financial futures.
One-to-one support
In one-on-one sessions, you’ll be matched with someone seeking personalized financial planning guidance. You’ll help them explore options for goals like saving, debt repayment, or accessing benefits—focusing on education, confidence-building, and financial empowerment. Your role is to guide thoughtful decision-making by discussing strategies and weighing pros and cons, empowering participants to choose what works best for their situation. Sessions may be virtual or in-person.
Group workshops
In group workshops—held in person or online—you’ll work with newcomers to Canada using CFFP-provided materials. You’ll introduce key concepts in the Canadian financial system, such as credit and debt, avoiding scams, and understanding financial institutions.
You can also work with families to plan for their children’s future using CFFP-provided materials. You’ll introduce key concepts such as budgeting for child-related expenses, government benefits for new parents, saving for education, planning for the unexpected, and finding community supports
Questions?
Reach out to foundation@cffp.ca
Application Form
CFP®, CERTIFIED FINANCIAL PLANNER® and CFP logo are trademarks owned by Financial Planning Standards Board Ltd. (FPSB) and used under license. QAFP®, QUALIFIED ASSOCIATE FINANCIAL PLANNER™ and QAFP logo are those of FP Canada™. © 2025 Canadian Foundation for Financial Planning™. All rights reserved.