How It Works

The Foundation for Financial Planning acts as the national engine for pro bono financial planning. We provide financial support, technical assistance, training, and resources to enable nonprofits around the country to develop and sustain pro bono financial planning programs for the people they serve. Working with partners like the Financial Planning Association® (FPA®), the National Association of Personal Financial Advisors (NAPFA), the Certified Financial Planner Board of Standards® (CFP Board®), and others, we help engage and train volunteer advisors on how to participate in these programs, which serve some of the most financially vulnerable members of our society, including wounded veterans, domestic violence survivors, struggling single parents, people with cancer, and many more.

FFP also packages and shares pro bono program models and free resources to help planners and consumers make the most of their pro bono engagements.

If financial planners are volunteering their time for free, then why do pro bono programs need funding?