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.
CONTACT NEAREST CHAPTER
Contact your nearest chapter of our partner, FPA®, to learn how you can get involved in their local pro bono program.
CONTACT OUR GRANTEES
Visit our Current Grantees page to learn if any of our funded pro bono programs have a current need for volunteers.
SIGN UP TO VOLUNTEER
Sign up for our new CFP® Volunteer Match platform to be connected to pro bono opportunities through our nonprofit partners.
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
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).
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.