The FPA Pro Bono Resources are a collection of resources for chapters and member volunteers involved in official FPA pro bono initiatives.
For immediate assistance, contact Kurt Kaczor at
Pro Bono Financial Planning Training Course for FPA members and FPA chapter leaders
The Financial Planning Association (FPA) and Foundation for Financial Planning (FFP) have launched a new training program for volunteers who want to provide pro bono financial planning to vulnerable persons. FPA and FFP have teamed up with Kaplan Professional, which donated its expertise and services, to develop the new training experience. Click here for the training.
Errors & Omissions Insurance for FPA members conducting Pro Bono Financial Planning
FPA provides Errors & Omissions (E&O) Insurance for FPA members while conducting pro bono financial planning. You must be a current FPA member, qualify to volunteer per the FPA Pro Bono Eligibility Policy, adhere to all Pro Bono policies and guidelines, and work on behalf of an FPA pro bono program to be eligible. For questions or to request a copy of the full policy, please contact FPA's Pro Bono Director at FPAProBono@OneFPA.org.
Click the following links to navigate this page.
Ways to Get Connected
- Chapter leaders: Please speak to your chapter executive to request to be added to your chapter’s leadership roster at the national level, which will automatically add you to the pro bono director’s connect group.
- All other volunteers: Please join
FPA Connect’s Pro Bono 360 community.
Pro Bono Training Resources
Pro bono training resources are provided as tools to help financial planning professionals support the underserved with a no-sales, no-strings pro bono approach. The information takes 30 to 60 minutes to review.
Forms for Pro Bono Engagements