The Financial Planning Association (FPA®) is dedicated to helping underserved populations by providing free, no strings attached, objective financial planning services to eligible individuals and families through its pro bono program.
Join FPA as a member to help give back.
Foundation for Financial Planning Strategic Partnership
FPA’s pro bono program partner, the Foundation for Financial Planning, has been serving as the administrator of FPA’s pro bono program in recent years. It is through continued, open collaboration that the organizations have transitioned the management of FPA's pro bono program to FPA. This means that the pro bono staff position, which is funded through a grant from the Foundation, works in the FPA office with the rest of the FPA staff rather than working at the Foundation for Financial Planning.
FPA and the Foundation have been working together with a focus on delivering optimal management for pro bono initiatives and support to the volunteers that serve people in need of education and financial planning. Through its strategic partnership, FPA and the Foundation provide thousands of pro bono hours annually in communities across the country. In 2017, the Foundation’s grants to FPA supports its national pro bono program, as well as local chapter events and programs.
Pro Bono Financial Planning
FPA’s nationwide network of nearly 86 chapters lead the way to help thousands of Americans struggling to financially achieve their goals and dreams through a variety of community outreach programs through FPA chapters.
The FPA Pro Bono Program targets underserved individuals and families striving to build assets and improve their lives but cannot afford to engage a planner on their own. Chapters may also outreach to other populations in need to meet the specific needs of their communities.
Giving vulnerable members of our communities a helping hand by sharing our professional expertise — that's what pro bono financial planning is all about. Throughout the country, FPA chapters are working with community partners to assist those with the greatest need for and the least access to the power of financial planning.
Financial planners have been engaged in pro bono activities since the profession began. For FPA, the effort began with 9/11. Following the terrorists attacks, CERTIFIED FINANCIAL PLANNER™ professionals from FPA decided they needed to help victims of disaster and those in special need. The FPA Pro Bono Program targets underserved individuals and families striving to build assets and improve their lives but cannot afford to engage a planner on their own. In partnership with the Foundation for Financial Planning, FPA chapters help thousands of Americans each year.
Volunteering as an FPA pro bono planner is a great way to give back, build professional skills and strengthen ties with your community and fellow FPA members. Pro Bono Resources
Click here for pro bono resources.
Questions or want to get involved?
Monica Tall, FPA Pro Bono Engagement