FFP
FFP to issue $550,000 in grants in 2023 to support pro bono financial guidance programs for Americans facing financial hardship
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Volunteers (more…)
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read more“We’re excited to work with CFP Board to grow these efforts until every CFP® professional is aware of the powerful impact they can make through pro bono service.” said FFP CEO Jon Dauphiné.
read moreNew webinar series aims to enhance education and training opportunities for financial advisors and will qualify for CE Credits
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Harrison is a Managing Director and member of the Executive Committee for BNY Mellon’s Pershing , where he is Co-Head of its Wealth Solutions segment, serving the myriad needs of registered investment advisors (RIAs), broker-dealers and trust companies.
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March 15, 2023 at 1:00 PM EST | 1 CE Credit for CFP and AFCPE Professionals (applied for)
Money consistently tops the list of sources of stress for Americans Money is also the leading cause of stress in relationships. In this presentation, Ryan will discuss money anxiety …
January 18, 2023 at 1:00 PM EST | 1 CE Credit for CFP and AFCPE Professionals (applied for)
Recognition of the impact of psychology on financial decisions is ever increasing, as is evidenced by the CFP Board’s recent decision to include components of psychology in …
November 3, 2022 at 1:00 PM EST | 1 CE Credit for CFP and AFCPE Professionals
Financial therapy is the integration of emotion, thoughts, behavior, relationships, and its effect on financial and overall well-being. Financial therapists tap into one or more of these areas …
September 7, 2022 at 1:00 PM EST | 1 CE Credit for CFP and AFCPE Professionals
Dr. Thomas unpacks the differences between empathy and sympathy, the effects on diversity and inclusion based on these lenses, and how to effectively utilize empathy in your diversity and …
In recognition of Financial Literacy Month, FFP CEO Jon Dauphiné joined longtime FFP supporter and pro bono advocate Karen Schaeffer, CFP®, on ForYourBenefit, a Federal News Network podcast, to discuss the importance of financial capability with host Bob Leins, CPA.
read moreNow you can see them. Organizations that support women. Successful [female] financial planners stepping up to support their communities, and in turn creating the visibility needed to highlight financial planning.
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As the COVID-19 pandemic continued through 2021, millions of Americans experienced a decline in their financial health. Those who were already financially vulnerable were hit the hardest. In an effort to reach those most impacted, Foundation for Financial Planning (FFP) continued to work hard to expand pro bono financial planning programs that connect struggling Americans with dedicated CFP® professionals.
read moreThe payoff for pro bono work doesn’t show up on the bottom line. It’s in the returns you get from touching someone’s life at a vulnerable moment.
read moreMarch is about celebrating Women’s History and unfortunately, in the financial advisory world, some of that history is not as great as we would like. For example, nearly one-third of the gender financial literacy gap is attributed to women’s lower confidence levels, versus a knowledge gap, according to the Global Financial Literacy Excellence Center. And while 85% of women control their families’ day-to-day finances, few control long-term financial planning decisions, UBS reports.
While a 2021 survey by the Certified Financial Planning Board of Standards found that 60% of CFP holders had done some pro bono planning over the past two years, averaging 28 hours per year, those numbers are virtually unchanged from two years earlier.
read moreIn recognition of Black History Month, FFP thanks our partners and volunteers who help bring quality financial planning to all families, and we celebrate the BIPOC advisors and advocates who help advance equality and accessibility within the profession.
read moreWe are thrilled to share that FFP’s Pro Bono Financial Planning Volunteer Training – created with College for Financial Planning, a Kaplan Company, and presented by Capital Group – has been updated and re-released! Through this one-hour online training, advisors will learn new skills and techniques to help better address the needs of pro bono clients, which often differ from those of paid clients. All CFP® professionals will earn a CE credit upon successful completion of the course.
read moreFFP to issue more than $470,000 in grants in 2022 to support pro bono financial guidance programs for Americans facing financial hardship
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FFP Announces $5 Million Goal to Significantly Grow the Reach and Impact of their Pro (more…)
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The Johnson Family’s Story Garfield Johnson, a proud military servicemember, and his wife Tia, were (more…)
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The last year and a half have brought unimaginable changes to our lives. Last year, Americans saw the first significant decline in household income in nearly a decade. For the most vulnerable families, the financial impact of COVID-19 has been devastating, while the S&P stock index gained 18.4%, only widening the gap between the haves and the have nots.
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FFP Releases First-Ever Research Report on How Technology Can Enhance Pro Bono Advisor-Client Engagements
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Leading RIAs Come Together to Support Pro Bono Financial Advice FOR IMMEDIATE RELEASE Globe Newswire, (more…)
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After working hard to build a future as small business owners of a smoothie café franchise, Amey and her husband were devastated when the franchise failed, forcing them to file for bankruptcy. Left with a $25,000 tax bill, Amey’s husband began driving for Uber, and their family managed to make ends meet.
read moreFPA and FFP Announcement, September 29, 2021: FPA® and FFP are pleased to announce FPA (more…)
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Amey’s Story After working hard to build a future as small business owners of a (more…)
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To honor the 20th anniversary of the 9/11 attacks on our nation, FFP is proud to share some reflections on how that terrible day helped spur a pro bono financial planning tradition that has since grown and flourished.
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“Given the large number of CFP® professionals offering pro bono guidance today, it is hard to believe that prior to 9/11, pro bono financial planning was merely an aspiration.”
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This month, the Financial Planning Association® (FPA®) and host Hannah Moore, CFP®, invited FFP and our friends to the “You’re a Financial Planner…Now What?” podcast. Speaking alongside FPA® and FFP grantee and partner Family Reach, our CEO Jon Dauphiné discussed the Financial Planning for Cancer program, while pro bono client Raven shared her story of working with a volunteer financial planner to navigate the financial burden of her young son’s cancer diagnosis.
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FFP is honored to be the 2021 Benefactor Partner for AdviceTech.LIVE! (AT.L) on Thursday, August 19th – a live virtual conference showcasing the newest advisor fintech and more. With themes including Financial Wellness and Advice Accessibility, AT.L will donate at least 50% of event proceeds to FFP.
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Raven’s son, Noel, was diagnosed with cancer at age 4. Raven’s Story *Modified with permission (more…)
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In January 2021, in partnership with BNY Mellon’s Pershing, FFP launched Communities of Color (CofC), a new initiative helping connect more Black and Brown families to CFP® professionals during this time of economic uncertainty. We have been proud to see the positive impact that our CofC grantees have had on individuals and families across the country.
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CERTIFIED FINANCIAL PLANNER™ professionals meet rigorous education, training, and ethical standards and are committed to serving their clients’ best interests to prepare them for secure financial futures. Their expert assistance can help empower pro bono clients, helping them prioritize and …
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FFP Webinar, June 8th – “How to Start a Pro Bono Financial Planning Program: A special webinar for nonprofits, financial advisors, and FPA® chapters seeking to create more impact in their communities”
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FFP is dedicated to advancing pro bono financial guidance for people in need, including educating advisors and nonprofit partners on how to achieve meaningful impact in their pro bono engagements and programs.
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FFP Drives Major Expansion of Pro Bono Financial Planning and Advice Amid COVID-19 Pandemic Globe (more…)
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CFP® professionals can advise clients on complex financial matters such as financial planning, taxes, and retirement while an advisor with an AFC® designation focuses more on assisting clients with everyday financial challenges and spending habits. This webinar will explore the ways in which …
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Volunteer to provide virtual pro bono financial education, personalized guidance, and one-on-one consultations to financially vulnerable seniors.
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Globe Newswire, January 14, 2021: Kate Healy assumes Chair; Yonhee Choi Gordon, CFP®, Steve Larson, Jean (more…)
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Globe Newswire, January 7, 2021: FFP to develop and support pro bono financial planning programs (more…)
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A call for pro bono in financial services. Jeff Benjamin and Bruce Kelly welcome Jon Dauphiné from the Foundation for Financial Planning to discuss his group’s call asking for advisers to commit to at least 25 hours of pro bono work a year. He explains why this commitment would be good for advisers, and why it would be good for the industry as a whole.
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Globe Newswire, December 8, 2020: The Initiative will boost grant funding to nonprofits supporting people (more…)
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A call for pro bono in financial services. Jeff Benjamin and Bruce Kelly welcome Jon Dauphiné from the Foundation for Financial Planning to discuss his group’s call asking for advisers to commit to at least 25 hours of pro bono work a year. He explains why this commitment would be good for advisers, and why it would be good for the industry as a whole.
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FFP Calls On CFP Board To Recommend Pro Bono Service For Advisors. The Foundation for Financial Planning (FFP), in collaboration with industry leaders serving on the nonprofit organization’s Corporate Advisory Council, has issued a joint statement asking that the Certified Financial Board of Standards recommend all certificants perform at least 25 hours of pro bono service annually. The joint statement, entitled “Coming Together to Help At-risk Americans in a Time of Crisis,” asserted that even before the Covid-19 pandemic reached the U.S., the Federal Reserve had reported that nearly 40% of people could not afford a $400 emergency expense.
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Wealth Management Leaders Urge CFP Board to Better Promote Pro Bono Financial Planning. A notable group of leaders from wealth and asset management firms sent a formal letter to the CFP Board on Thursday, asking the organization to do more to encourage financial advisors to donate their time and skills to those in need. The corporate advisory council of the Foundation for Financial Planning, a nonprofit that promotes pro bono financial planning, sent the letter recommending the CFP Board begin asking its over 87,000 designation holders to dedicate at least 25 hours to pro bono planning each year. Other professions do the same; the letter notes that the American Bar Association recommends that all attorneys dedicate at least 50 hours to pro bono service each year.
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Finance leaders ask CFP Board to recommend pro bono work. The biggest brands across the financial services landscape are calling on the CFP Board to recommend advisers consider pro bono work in an effort to help those most affected by the global pandemic. The campaign, engineered by the Foundation for Financial Planning’s Corporate Advisory Council, carries the endorsement of executives from 10 of the biggest brands in financial services, including Schwab Advisor Services, Fidelity Institutional, BlackRock, Goldman Sachs and T. Rowe Price.
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FFP website, November 12, 2020: Coming Together to Help At-risk Americans in a Time of Crisis – The following statement was submitted by members of Foundation for Financial Planning’s Corporate Advisory Council, a group composed of business leaders in the financial advice sector who pursue a shared goal of bringing pro bono financial planning and advice to underserved people.
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For those attending the FPA Annual Conference online, be sure to check out FFP’s pro bono session, Giving Back with Pro Bono Financial Planning, this Friday, October 2nd, 12-1pm ET. The session will focus on how FFP is addressing increased need for pro bono services in the current economic climate, including how advisors can get involved. We will do a walk-through of our new volunteer matching platform, ProBonoPlannerMatch.org, and share other key resources to help advisors prepare for pro bono work with lower-income and high-need clients.
read moreThe Need for Pro Bono Financial Planning Has Never Been Greater. How can the wealth management industry help? One man who’s more than happy to answer is Jon Dauphiné, CEO of the Foundation of Financial Planning (FFP). Founded in 1995, FFP is the national engine for pro bono financial planning and the only 501(c)(3) not-for-profit charity devoted solely to supporting this ever-increasing need for those who may not otherwise have access to critical financial planning resources.
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Race, ethnicity, and gender play a significant role in how consumers interact with the financial services industry. This webinar explores financial well-being across a diverse set of identity groups and discusses the how financial planners can use financial empathy …
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FFP has been proud to collaborate with AARP on the Retirement Resilience Program, sponsored by Stratos Wealth Partners. This series of webinars educates and brings personalized financial guidance to vulnerable seniors, many of whom are affected by COVID-19 and not able to live life as usual during this crisis.
read moreThis webinar will explore the universal and divergent areas of financial well-being for 8 unique identity groups. Our hosts will present new research that examines financial well-being across the dimensions of access to financial services, financial actions, and attitudes about one’s own financial situation. Finally, we will explore the role of the planner in using financial empathy to empower individuals to improve their financial well-being.
read moreRaise awareness that it is OK to ask for help with finances. While financial planners don’t always have to manage money, there are resources available at all levels of complexity and cost. Some financial planners however will give advice on your overall financial picture and provide a financial plan for you to follow. You can use them as a check-in every few years, or as an everyday trusted advisor to help you make decisions affecting your financial life. The Foundation for Financial Planning expands access to financial planners, providing pro bono services to people including those affected by cancer or natural disasters, to our military, to victims of domestic violence, and to those who don’t have access to a planner.
read moreThe recent economic fallout has highlighted the financial insecurity many Americans face every day. In 2019, nearly 40% of American adults surveyed by the Federal Reserve said they did not have enough savings to cover an emergency. By April 2020, the Pew Research Center found that nearly half of white adults and three-quarters of Black and Hispanic adults did not have enough savings to cover three months of expenses. The unfortunate reality is that those who need the help of a financial planner the most are often the ones who can least afford it. That’s where organizations like the Foundation for Financial Planning (FFP) come in. The Washington, D.C.-based nonprofit is devoted to supporting the delivery of pro bono financial planning and advice to at-risk populations nationwide.
read moreJon Dauphine, CEO of Foundation for Financial Planning, describes new $1 million fund providing emergency grants to groups helping health care first responders and others impacted by the pandemic.
read moreDecember 2019 marked the 50th anniversary of the financial planning profession. In December 1969, 13 individuals in the financial services industry gathered in an airport hotel in Chicago and planted the seeds of what has become the financial planning profession. Pro bono financial planning has always been a hallmark of the financial planning field, but it needs to be ingrained in everything we do. The next generation of financial planners need to embrace the importance and impact of pro bono just as the legal, medical, and dental professions have.
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This webinar provides a comprehensive overview of public benefits and social services, including: detailed explanations of entitlement and welfare programs such as Social Security Disability Insurance and SNAP, eligibility criteria, and how to apply …
read moreThe Foundation for Financial Planning launched a COVID-19 Financial Resilience Fund, driven by a $500,000 matching commitment from Charles Schwab Foundation, FFP said.
All qualified contributions to the fund will be matched dollar for dollar, creating a total potential of $1 million to help bring pro bono financial planning and advice to low-income workers and other groups hurt by the COVID-19 pandemic, according to FFP, a nonprofit charitable organization.
read moreThe Foundation for Financial Planning (FFP) on Thursday launched the COVID-19 Financial Resilience Fund and announced that the Charles Schwab Foundation will double up to $500,000 in matching grants.
read moreThe Foundation for Financial Planning (FFP) on Thursday launched the COVID-19 Financial Resilience Fund and announced that the Charles Schwab Foundation will double up to $500,000 in matching grants.
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FFP has announced the launch of its COVID-19 Financial Resilience Fund, fueled by a $500,000 matching commitment from Charles Schwab Foundation. All qualified contributions to the Fund will be matched dollar-for-dollar, creating a total potential of $1 million to help bring pro bono financial planning and advice to low-income workers and other groups impacted by the COVID-19 pandemic.
read moreWith stimulus checks starting to show up in Americans’ bank accounts, what’s the best use of the cash? First things first, experts say.
read moreWith stimulus checks starting to show up in Americans’ bank accounts, what’s the best use of the cash? First things first, experts say.
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As the nation grapples with the COVID-19 health and economic crisis, the 1.3 million charities in the U.S. are facing unprecedented challenges that threaten their ability to deliver critical services, and in some cases their very survival. Most nonprofits rely on contributions and grants from individuals, corporations, and foundations. On average, three out of every four dollars donated to a nonprofit come from individual donors.
read moreIn the fluid and rapidly developing environment of COVID-19, many pro bono financial advisors are wondering if they have the knowledge and information needed to help low- to moderate- income clients.
read moreJon Dauphiné, CEO of Foundation for Financial Planning, said financial advisers are uniquely positioned to help with the unfolding crisis by providing financial education and guidance as more Americans lose livelihoods and deplete meager savings.
read moreJon Dauphiné, CEO of Foundation for Financial Planning, said financial advisers are uniquely positioned to help with the unfolding crisis by providing financial education and guidance as more Americans lose livelihoods and deplete meager savings.
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Survey data from pro bono volunteers suggest that a lack of confidence in serving lower-income clients can be a barrier for some planners contemplating volunteer service. To help planners build the confidence and skills needed to serve vulnerable people, FFP worked with FPA and Kaplan Professional, which donated its expertise and services, to develop the new Pro Bono Financial Planning Volunteer Training.
read moreFFP to issue more than $400,000 in grants during its 25th anniversary year.
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FFP e-newsletter, January 30, 2020: FFP has officially opened applications for our 2021 grants, which (more…)
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We’re thrilled by the caliber of professionals we’re welcoming to the Foundation for Financial Planning board in 2020, our 25th anniversary year,” said board chair Scott Kahan, CFP®. “As we enter the next decade, FFP is hyper-focused on fostering innovation and collaboration to bring pro bono financial planning to more Americans, and this group will be instrumental in helping us do that.
read moreFinancial Advisor Magazine, January 2020: In May, several leaders of the financial planning profession took (more…)
read moreFFP e-newsletter, November 26, 2019: In recognition of the Foundation for Financial Planning (FFP)’s 25th (more…)
read moreCNBC, November 24, 2019: Cancer sends many patients into bankruptcy. Advisors are stepping up to (more…)
read moreFFP e-newsletter, November 19, 2019: On November 19, 2019, FFP collaborated with AARP and Stratos (more…)
read moreFFP e-newsletter, October 30, 2019: FFP and our partners are growing efforts to offer pro (more…)
read moreAlexandra Armstrong, CFP®, honored for over two decades of service to advancing pro bono financial (more…)
read moreCFP Board, FPA, Foundation for Financial Planning and NAPFA agree on steps that will establish (more…)
read moreThe Financial Planning Association and the Foundation for Financial Planning will honor FPA of Georgia’s (more…)
read moreWhen Taz A., a cab driver, showed up at FFP grantee Britepaths, he was drowning (more…)
read moreWhen Taz A., a cab driver, showed up at FFP grantee Britepaths, he was drowning (more…)
read moreWant to learn more about how advisers can help improve financial capability for those in (more…)
read moreTwelve days before Christmas in 2014, sixth-grader Lilli Hicks was diagnosed with acute myeloid leukemia, (more…)
read moreHelping Marines Reach Financial Independence: FFP Grantee Financial Independence Training (FIT) is dedicated to increasing (more…)
read moreAs one of FFP’s leading media partners, InvestmentNews is instrumental in helping raise awareness of pro bono financial (more…)
read moreFinancial Planning Association and the Foundation for Financial Planning introduce the Power of Financial Planning (more…)
read moreAccredited Investors Wealth Management: Learning Session Benefiting Pro Bono Financial Planning DETAILS: Session Capacity: 20 (more…)
read moreFor over 10 years, Rick Fingerman, CFP®, has managed the pro bono financial planning program (more…)
read moreFoundation-supported effort in Northern California is providing victims of the terrible wine country fires free (more…)
read moreWASHINGTON, Feb. 21, 2019 /PRNewswire/ — Certified Financial Planner Board of Standards and the Foundation for Financial Planning (more…)
read moreHow Financial Planners Can Give Back Through Pro Bono – An interview with Foundation for (more…)
read moreLast month, CEO Jon Dauphiné was proud to be a guest on “Money Savage by George (more…)
read moreWASHINGTON, D.C.: January 15, 2019 – The Foundation for Financial Planning (FFP) has announced that it will (more…)
read moreScott Kahan, CFP®, Assumes Chair; William C. Anderson, Kian Rafia, and Anthony Svach Join Its Board (more…)
read moreWashington, D.C., September 25, 2018 – Around half of Americans have some difficulty covering monthly expenses, (more…)
read moreWASHINGTON, D.C., March 29, 2018 – One thing marathon running and finance have in common (more…)
read moreDuring this day together, Accredited Investors’ leadership and staff will offer a playbook of actionable (more…)
read moreWASHINGTON, Jan. 30, 2018 /PRNewswire-USNewswire/ — The Foundation for Financial Planning (FFP) has announced that it will reward grants (more…)
read more“Cancer sucks.” That is a crude sentence but one I have never heard anyone dispute. (more…)
read moreAdvisor Foundation Looks To Free Cancer Patients From Financial Stress. (more…)
read moreWASHINGTON, Sept. 19, 2017 /PRNewswire-USNewswire/ — The Foundation for Financial Planning (FFP) has announced a major fundraising campaign to (more…)
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