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.

For Disaster Preparation & Recovery
The financial impact of a natural disaster can be debilitating. While floods, hurricanes, tornadoes, earthquakes and tsunamis are unavoidable, there are a range of good resources that can help Americans both prepare for and recover from disasters.

American Red Cross: The American Red Cross website has a range of helpful information, including pre-and post-disaster resources providing tips on financial issues.

FEMA’s Are You Ready? An In-depth Guide to Citizen Preparedness: This lengthy guide acts as both a reference source and a step-by-step manual, helping citizens prepare for all types of hazards.

FEMA’s Emergency Supply List: This list highlights all the essentials needed in case a natural disaster strikes your area.

Disaster Recovery: A Guide to Financial Issues: This comprehensive, 32-page booklet can help people affected by disasters respond to the financial impact and get back on their feet more quickly.

You Can Help! If you have a pro bono financial planning program model you would be willing to share, please contact us at mail@FoundationForFinancialPlanning.org.