Essentials of Pro Bono Financial Planning
Date: Wednesday, May 27, 2026, at 1:00 PM ET
This webinar is free and offers one CE Credit for CFP® professionals.
Presenters
- Jon Dauphiné, Foundation for Financial Planning
- Kristin Pugh, CFP®, Creative Planning
- Jasmine Renae Ray, CFP®, Bamboo Financial Partners
Description
CFP Board is partnering with the Foundation for Financial Planning to host a live, CE-eligible pro bono financial planning training session on May 27 from 1-2 p.m. ET. This one-hour webinar introduces the fundamentals of pro bono financial planning and aims to equip CFP® professionals with the practical tools and techniques needed to advise low- to moderate-income clients.
This training focuses on delivering ethical, client-centered guidance in real-world settings, helping volunteers make a meaningful impact in their communities.