Program Models & Resources

    FFP supports the development of pro bono financial planning program models that can be replicated and scaled for greater impact. We offer these models to nonprofit organizations, financial planners, and others who want to develop or grow programs in their communities.

    For Educational Settings
    Apple Seed Program:
    Developed under an FFP grant, members of Texas Tech University’s Department of Personal Financial Planning created this curriculum and program model as a framework for students in Certified Financial Planner Board of Standards, Inc. (CFP Board) registered programs and CERTIFIED FINANCIAL PLANNER™ professionals to use in efforts to shape practicums and clinics that can serve students and underserved people from the community.

    For Domestic Violence Survivors
    Bradley Angle’s Making Asset Building Accessible to Survivors of Domestic Violence Toolkit Prepared with support from an FFP grant by a leading domestic violence survivor service organization, this kit provides information, best practices and tips on how to develop a program to help domestic violence survivors build assets.

    For General Lower-Income Groups
    Federal Deposit Insurance Corporation (FDIC): FDIC’s Money Smart curriculum, available in multiple languages, is designed to help low- and moderate-income individuals learn the basics of personal finance. The curriculum for adults includes 11 modules. Each module has a comprehensive, fully scripted guide for instructors, PowerPoint Presentation and handouts for participants. This resource can be utilized to develop a program at a nonprofit aimed at educating and empowering underserved populations via presentations bundled with one-on-one advice from CFP® professionals.

    For Various Specific Groups of Underserved People
    The National Endowment for Financial Education (NEFE) has developed a variety of workshop kits that are available online. The workshop kits include PowerPoint presentations, scripts, handouts, and other tools, including tips for working with specific audiences. Financial planners and local chapters of financial planning organizations can use these kits when partnering with nonprofit organizations that serve these at-risk populations.

    For Use in Developing a Free Financial Planning Event in the Community
    COMING SOON! Financial Planning Event-in-a-Box: This toolkit is being created as a turnkey resource to help financial planning groups, nonprofits and others organize an event that offers a combination of educational sessions and free one-on-one advice from CFP® professionals to at-risk people from the community. The resource will include general instructions, guidelines and templates.

    Workbooks

    Worksheets

    Volunteer Engagement Letter
    A letter of engagement, which must be signed by the financial planner and the client, is an important tool in a pro bono relationship. The Foundation for Financial Planning provides a letter of engagement for pro bono financial planners. For FPA members who engage in pro bono financial planning, the Financial Planning Association also provides a letter of engagement for FPA members that engage in pro bono financial planning.