FPA and Foundation for Financial Planning Announce Strategic Partnership
DENVER, Colo. and TUCKER/ATLANTA, Ga. – The Financial Planning Association® (FPA®) and The Foundation for Financial Planning (Foundation) today announced a strategic partnership that will elevate the highly regarded pro bono outreach activities that have been jointly coordinated by the organizations for many years. A key element of the arrangement will have the Foundation assuming the pro bono leadership role and facilitating day-to-day efforts within the FPA community. This arrangement will provide enhanced support and structure for FPA’s national network of chapters to allow them to work even closer with the Foundation to reach individuals in need throughout the U.S.
To facilitate this new venture, the Foundation has expanded its staff to oversee these activities and will be more closely integrated with key FPA operational elements so that they can easily connect to chapters and members.
“FPA’s pro bono program is widely respected throughout the financial planning profession due to the passion and incredible work of our chapters and members,” said 2013 FPA President Michael A. Branham, CFP®. “We are thrilled to more closely involve the Foundation with our FPA chapter network so that they can collectively help Americans take control of their financial lives.”
“The Foundation for Financial Planning has extensive experience in supporting and facilitating a variety of pro bono initiatives and is fully committed to expanding and enhancing the FPA pro bono program,” said Elissa Buie, CFP®, Chair of the Foundation. “Through the Foundation’s grant support of the FPA pro bono initiative since 2001, we have created a unique relationship and are eager and prepared to assume the leadership role in guiding the pro bono efforts forward for this joint partnership and working with FPA chapters and members.”
The Foundation staff plans to provide ongoing guidance and support to FPA chapter leaders and members for pro bono activities. It will also continue to utilize FPA’s vast library of consumer-oriented resources, training programs and educational presentations to serve those most in need. Overall, the organizations will work together on the transition and anticipate a full transference of FPA’s core pro bono functions to the Foundation to be complete by June 1, 2013.