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Newsletter

FFP Salutes Volunteers Helping Seniors

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In recognition of Older Americans Month, we celebrate the pro bono volunteers, like Hannah Depew, CFP®, who help at-risk seniors with just-in-time fiduciary advice.

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Going Beyond Financial Literacy

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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.

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Celebrating Women’s History Month

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Now 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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Celebrating Black History Month

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In 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.

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New and Improved Pro Bono Training!

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We 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.

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A Season of Giving

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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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Pro Bono Client Impact Story: Amey

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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.

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A Powerful Podcast

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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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Join us on August 19th for AdviceTech.LIVE!

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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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Powerful Impact in Communities of Color

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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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FFP Webinar Series

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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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