Volunteer Trainings

FFP only recognizes volunteers who are CERTIFIED FINANCIAL PLANNER™ professionals or who work in conjunction with a CFP^®

professional who provides oversight. This policy is in place to help ensure that recipients of pro bono financial advice receive quality, ethical service. 

PRO BONO FINANCIAL PLANNING VOLUNTEER TRAINING

The Pro Bono Financial Planning Volunteer Training is a free, 50-minute online module that helps financial planners understand the basics of how to provide pro bono service to underserved members of the community. The Pro Bono Financial Planning Volunteer Training is approved for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards (CFP Board). After viewing the training in its entirety, volunteers must take and pass a self-assessment to receive their CE credit. *A version of the Pro Bono Financial Planning Volunteer Training specially geared to FPA members is also available on FPA’s site here.

The Pro Bono Financial Planning Volunteer Training is Presented by 

FINANCIAL PLANNING FOR CANCER TRAINING

Financial planners volunteering with the Financial Planning for Cancer program are required to take the Financial Planning for Cancer E-Learning Training Module. This free, 45-minute training provides an overview of the program, information about the volunteer role, tips on how to work with clients diagnosed with cancer and their caregivers, and resources to support their engagements with clients. This training is approved for one hour of CE credit by the Certified Financial Planner Board of Standards (CFP Board).

For more information about the Financial Planning for Cancer Training, please contact FTI@familyreach.org.