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Foundation for Financial Planning (FFP) Celebrates Juneteenth by Advancing Black Wealth
Foundation for Financial Planning (FFP) Celebrates Juneteenth by Advancing Black Wealth
FFP Special Post, by Jordan Tobias, June 19, 2024: Juneteenth, celebrated on June 19th, marks the end of slavery in the United States. On this day, FFP recognizes America’s progress in advancing racial and economic equity while also being mindful of the work that still needs to be done to ...
April News | Celebrating our volunteers and clients
FFP e-newsletter, April 30, 2024: FFP celebrates National Financial Capability Month & National Volunteer Month ...
2023 Impact Report | Big impact, thanks to you!
FFP e-newsletter, March 28, 2024: FFP 2023 Impact Report - Big impact, thanks to you! ...
March News | Celebrating women
FFP e-newsletter, March 21, 2024: FFP celebrates Women's History Month ...
February News | FFP Celebrates Black History Month
FFP e-newsletter, February 28, 2024: FFP celebrates Black History Month ...
Foundation for Financial Planning Announces 2024 Grant Recipients
Globe Newswire, January 30, 2024: FFP to issue $533,000 in grants in 2024 to support pro bono financial guidance programs for Americans facing financial hardship. WASHINGTON, January 30, 2024: Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis ...
Foundation for Financial Planning Welcomes New Trustee, Chair and Vice Chair
Globe Newswire, January 18, 2024: Meg Carpenter joins FFP Board of Trustees, as Dr. Dave Yeske, CFP®, takes over as Chair and Tony Svach, assumes Vice Chair role. WASHINGTON, D.C.: January 18, 2024 – Foundation for Financial Planning (FFP), the nation's leading 501(c)(3) nonprofit organization dedicated to expanding access to pro ...
December News | Happy Holidays from FFP!
FFP e-newsletter, December 20, 2023: Happy Holidays from FFP! ...
November News | “This program literally saved me.”
FFP e-newsletter, November 30, 2023: "This program literally saved me." ...
October News | YOU are the changemakers
FFP e-newsletter, October 31, 2023: YOU are the changemakers ...
September News | Industry shines spotlight on FFP Research
FFP e-newsletter, September 28, 2023: Industry shines spotlight on FFP Research ...
Foundation for Financial Planning Publishes Groundbreaking Report on Pro Bono Financial Planning Research
Globe Newswire, September 19, 2023: Proprietary survey fielded in June 2023 makes a strong case for the power of pro bono for advisory firms looking to become an employer of choice. WASHINGTON, D.C.: September 19, 2023 – Foundation for Financial Planning (FFP), the nation's leading 501(c)(3) nonprofit organization dedicated to ...
Introduction to Diversity, Equity, and Inclusion for Volunteer Financial Mentors
Diversity, Equity, and Inclusion for Volunteer Financial Mentor Presentation Slides by 3rd Decade Diversity, Equity, and Inclusion Resource List by 3rd Decade A Chapter on Cultural Competency from the CFP Board’s book, The Psychology of Financial Planning Joe’Mar Hooper, MPA; Executive Director at 3rd DecadePro-bono clients served by CFP® professional volunteers ...
August News | Don’t Wait, You Can Volunteer Now!
FFP e-newsletter, August 22, 2023: Don't Wait, You Can Volunteer Now! ...
FFP Special Donor Webinar | The Impact of Your Gift: Bringing Pro Bono Service to Life
The Foundation for Financial Planning (FFP) would not be able to deliver pro bono financial planning to people in need without the support of our generous donors. On Thursday, July 27 at 1pm ET, FFP hosted a live webinar to celebrate the pro bono clients and advisors at the heart ...
CFP Board Adopts Resolution Encouraging CFP® Professionals to Engage in Pro Bono Financial Planning
CFP Board, July 25, 2023: “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 ...
June News | Celebrating our RIA Impact Partners
FFP e-newsletter, June 28, 2023: Celebrating our RIA Impact Partners ...
Q&A with Edelman Financial Engines’ Jason Van de Loo
FFP Special Post, June 28, 2023: 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 ...
Helping Clients Navigate Public Benefits and Social Services
LISC provides an overview of the eight major government benefits that are commonly used by Americans. CFP® professionals will also gain an understanding of how to access a client's need and the importance of non-judgmental language when speaking with a client about accessing benefits. findhelp provides an overview of how ...
May News | Your Advice Can Change a Life
FFP e-newsletter, May 30, 2023: Your Advice Can Change a Life ...