FFP RESEARCH
FFP leads the way in advancing pro bono financial planning through its groundbreaking research. Below, you will find four research studies that we undertook to better understand the views of financial advisors on pro bono service, as well as the resources needed to bring more efficiency and impact to the volunteer and client experiences.
CASE FOR PRO BONO
Based on the most comprehensive study ever done on CFP® professionals and pro bono service, FFP’s The Case for Pro Bono Financial Planning (September 2023) reveals a compelling case for pro bono financial planning with strong moral, business, and professional development components.
FIRM CASE STUDIES
FFP’s “Pro Bono in Practice” Firm Case Studies (April 2025) offer a deep look into the policies and practices of three leading firms that are successfully supporting and advancing pro bono service among their advisors.
SURVEY OF ASPIRING CFP® PROFESSIONALS
FFP’s Survey of Aspiring CFP® Professionals (December 2024) builds on The Case for Pro Bono Financial Planning, offering a detailed look at how rising financial planners (financial planning students, career changers, paraplanners and more) view pro bono service.
PRO BONO & TECHNOLOGY
FFP’s Pro Bono & Technology research (October 2021) spotlights key findings from FFP’s first-ever survey of CFP® professionals regarding their usage, needs, and preferences in applying tech solutions to pro bono engagements with low-to-moderate income (LMI) clients.