Survey of Aspiring CFP® Professionals

New Research Shows Major Support for Pro Bono Service Among Rising CFP® Professionals

FFP’s Survey of Aspiring CFP® Professionals offers a detailed look at how rising financial planners (financial planning students, career changers, paraplanners and more) view pro bono service. The report builds on FFP’s earlier Case for Pro Bono Financial Planning—a study that documented widespread support among current CFP® professionals for providing pro bono service—and shows that support from striving new entrants to the profession is even stronger.

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Key Findings

Rising Advisors Represent a Diverse Group:

Educational Institutions Should Offer More on Pro Bono:

Large Majority of Incoming Advisors Plan to Provide Pro Bono Once Certified:

New Financial Advisors Will Seek Out Employers that Encourage Pro Bono:

Pro Bono and Giving Back

Hannah Moore, CFP®, owner of Amplified Planning and its Externship Program for rising financial planners, interviews FFP CEO Jon Dauphiné about why pro bono service is central to the future of the profession.

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