Pro bono financial planning can change lives, giving people in serious need a chance to achieve financial stability. Wounded veterans, domestic violence survivors, people with serious illness and many others can benefit enormously from the expertise of financial planners who volunteer their time and talent to provide free, quality financial advice. The Foundation for Financial Planning is the only organization solely devoted to powering pro bono financial planning.
Sign up on ProBonoPlannerMatch.Org to volunteer and be connected to pro bono opportunities.
View three other ways to connect to pro bono financial planning opportunities.
CONTACT NEAREST FPA CHAPTER
Contact your nearest chapter of our partner, FPA®, to learn how you can get involved in their local pro bono program.
CONTACT OUR GRANTEES
Visit our Current Grantees page to learn if any of our funded pro bono programs have a current need for volunteers.
START A NEW PROGRAM
Contact nonprofits in your community that help lower-income families to learn if their clients could benefit from financial planning.
TRAINING AND RESOURCES
Pro Bono Volunteer Training
FREE, one-hour course designed to give financial planners skills and techniques to address the specific needs of lower-income individuals and families. This training is approved for one hour of CE credit by the CFP Board.
Presented by Capital Group.
Find helpful resources for your pro bono engagements, including worksheets, toolkits, and examples of effective pro bono program models.
Or, view resources (e.g. military/veterans, people affected by serious illness, or domestic violence survivors) to help address the needs of a certain population.
If you connect with a pro bono opportunity through ProBonoPlannerMatch.Org, or volunteer with any of FFP’s grantees, you may be automatically covered by pro bono E&O liability insurance provided for free to you by FFP.