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Press Release

Foundation for Financial Planning Announces 2024 Grant Recipients

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FFP to issue $533,000 in grants in 2024 to support pro bono financial guidance programs for Americans facing financial hardship.

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CFP Board Adopts Resolution Encouraging CFP® Professionals to Engage in Pro Bono Financial Planning

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“Encouraging pro bono service among CERTIFIED FINANCIAL PLANNER™ professionals is part of our commitment to expanding access to competent and ethical financial planners,” said CFP Board CEO Kevin R. Keller, CAE.

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Q&A with Edelman Financial Engines’ Jason Van de Loo

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FFP CEO Jon Dauphiné sat down with Jason Van de Loo, Chief Client Officer at Edelman Financial Engines (EFE) to discuss EFE’s commitment to expanding access to pro bono financial planning. EFE is the leading supporter within FFP’s RIA Impact Partner program, which represents the leading independent firms committed to growing the pro bono movement wihtin the financial advisory space.

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Foundation for Financial Planning (FFP) Celebrates Women’s History Month

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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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Foundation for Financial Planning Welcomes Six New Trustees

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Kalita Blessing, Gabriel Garcia, Erica James, Rohit Mahna, Kristin Pugh, and Hussain Zaidi join FFP Board of Trustees

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Orion Expands Pro Bono Role, Contributions

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“We’re honored to support ProBonoPlannerMatch.org, and Orion will continue to do everything we can to help financial planners transform the financial lives of pro bono clients.” said FFP Trustee & Orion founder and CEO Eric Clarke.

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Foundation for Financial Planning Announces 2023 Grant Recipients

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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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FFP and CFP Board Announce Partnership

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“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.

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Foundation for Financial Planning Announces Ben Harrison as New Board of Trustees Chair

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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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FFP Announces 2022 Grant Recipients

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FFP 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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Leading RIAs Come Together to Support Pro Bono Financial Advice

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Leading RIAs Come Together to Support Pro Bono Financial Advice FOR IMMEDIATE RELEASE Globe Newswire, (more…)

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