Newsletter

YOU are the changemakers

Industry shines spotlight on FFP Research

Don’t Wait, You Can Volunteer Now!

Celebrating our RIA Impact Partners

Your Advice Can Change a Life

Celebrating Financial Capability & Volunteer Month

Last year, as economic conditions remained challenging, Foundation for Financial Planning (FFP) was proud to work alongside our partners and volunteers to reach thousands of at-risk families with pro bono financial planning and advice.

FFP Celebrates Black History Month

Financial Planners Can Help Lower-Income Clients More Effectively Than Many Think

Their stories will inspire you

Financial Planners Can Help Lower-Income Clients More Effectively Than Many Think

FFP’s RIA Impact Partners expand pro bono service across their firms.

The Mang Family’s lives were turned upside down when father, Peter, was diagnosed with Gliobastoma Multiforme, an aggressive form of brain cancer, in 2018.

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.

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.

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.

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.

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.