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​​​​​​​​​​​​​​​​​​​​​​​​​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

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.

Guidelines and Training Course​



Chapter Management

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

Community Based Organizations

  • FPA Pro Bono Partnership MOU Template - template and guide for determining and defining the scope of a partnership with a nonprofit community-based organization, leading to a memorandum of understanding.
  • Short Term Pro Bono Agreement
  • One on One Best Practices Toolkit for Chapter and Partners
  • FPA Pro Bono Seminar Sign-Up Sheet Sample
  • FPA Pro Bono Partner Outreach Brochure Template
  • FPA Pro Bono Partner Outreach Flyer Template
  • FPA Pro Bono General Outreach PowerPoint Presentation - Revise as needed for your chapter
  • Corporation for Economic Development IDA Directory - Individual Development Account (IDA) programs help low income individuals and families build assets by providing matched savings accounts for people saving toward specific goals, such as a house or an education. CFED provides support and connections for IDA programs and those working with them.
  • HUD Income Threshold Guide - The U.S. Department of Housing and Urban Development Web site, which provides the median income of all metropolitan areas and counties. FPA’s Pro Bono Guidelines define the target pro bono client as a low income individual or family potentially eligible for public assistance. Most nonprofits working with low income populations screen their clients for eligibility. If your partner does not, chapters can use 80 percent of their local median income (as a guideline), the threshold defined by HUD as low income.  However a Chapter can determine its definition for underserved populations.  Often moderate income may be seen as underserved from a financial planning perspective.


Client Tools

FPA Client Worksheets FPA Educational Presentations - They are now posted on the FPA Connect’s Pro Bono 360 community. (Presentations are in the library) Here is a list of what’s available: