Pro bono financial planning can change lives, giving people in serious need a chance to achieve financial stability. Wounded veterans, domestic violence survivors, people with serious illness and many others can benefit enormously from the expertise of financial planners who volunteer their time and talent to provide free, quality financial advice. The Foundation for Financial Planning is the only organization solely devoted to powering pro bono financial planning.

    We’ve highlighted four ways to find volunteer opportunities in your community.

    1

    CONTACT NEAREST CHAPTER

    Contact your nearest chapter of our partner, FPA®, to learn how you can get involved in their local pro bono program.

    2

    CONTACT OUR GRANTEES

    Visit our Current Grantees page to learn if any of our funded pro bono programs have a current need for volunteers.

    3

    SIGN UP TO VOLUNTEER

    Interested in providing pro bono financial planning? We are currently recruiting volunteers for our Pro Bono for Cancer effort.

    4

    START A NEW PROGRAM

    Contact nonprofits in your community that help lower-income families to learn if their clients could benefit from financial planning.

    TRAINING AND RESOURCES

    Volunteer Trainings

    These trainings are designed to give financial planners skills and techniques to address the specific needs of lower-income individuals and families. Each training is approved for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards (CFP Board).

    General Resources

    Here you will find helpful resources for your pro bono engagements, including worksheets, toolkits, and examples of effective pro bono program models.

    Resources By Population

    Are you serving a particular population, like military/veterans, people affected by serious illness, or domestic violence survivors? Find resources that can help better address your pro bono client needs.