FPA® Partnership

FFP’s strategic partnership with the Financial Planning Association® (FPA®) —the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals —is critical to our work, as FPA members and chapters provide thousands of pro bono hours annually in communities across the country. Our grants to FPA support their national pro bono program, as well as local chapter events and programs.​

The FPA pro bono program activates financial planning volunteers to deliver pro bono services to people in need, helping underserved individuals and families—including low- to moderate-income individuals, young adults, military, domestic violence survivors, homeless individuals and more—to build assets and improve their lives.

FFP and FPA have collaborated for many years. In response to the 9/11 terrorist attacks, FFP provided grant funding to FPA to support the development of a national program designed to assist financial planners who were providing pro bono services to people impacted by the attack, including victims, their families and first responders.

Many FPA chapters work alongside local nonprofits to connect volunteers to their programs. Most chapters have volunteer pro bono directors to coordinate efforts. FFP provides grants to many nonprofits that work with FPA chapters, helping make available more volunteer opportunities for financial planners in the community.

Contact you local FPA Chapter

Learn more about how planners in your area are assisting undeserved people.

To learn more about the FPA Pro Bono Program

For questions and inquiries about FPA’s national pro bono efforts, please email FPAprobono@OneFPA.org

Working In Your Communities

Through a partnership between FPA of the National Capital Area and FFP grantee Britepaths, FPA members provide one-on-one financial planning services to many low- and middle-income clients through Britepaths’ Free Financial Counseling Clinics (FCC).

FFP grantee the Midas Collaborative’s MassSaves Financial Confidence & Coaching Program connects Massachusetts’ most vulnerable and underserved residents with financial planners from FPA of Massachusetts to receive high-quality, free, remote coaching and planning services.