FFP RESEARCH

FFP leads the way in advancing pro bono financial planning through its groundbreaking research. The most comprehensive study ever done on CFP® professionals and pro bono service, FFP’s The Case for Pro Bono Financial Planning Report (September 2023) reveals a compelling case for pro bono financial planning with strong moral, business, and professional development components. Our Pro Bono & Technology research 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.