FFP Webinars
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Upcoming Webinars
Part 1 of Webinar Series: Understanding Economic Abuse & Conducting Safe Financial Assessments
Date: Wednesday, September 23, 2026, at 1:00 PM ET
This webinar is free and offers 1.0 CE credit for CFP® professionals and AFC® professionals.
Part 2 of Webinar Series: Financial Planning with Survivors of Domestic Violence
Date: Wednesday, October 14, 2026, at 1:00 PM ET
This webinar is free and offers 1.0 CE credit for CFP® professionals and AFC® professionals.
Past Webinars
Building Financial Capability with FDIC’s Money Smart Curriculum: A Train-the-Trainer Workshop for Nonprofits & Financial Professionals
Date: Thursday, August 13 at 12:00 PM ET
Continuing Education Information: This webinar is approved for continuing education credit from AFCPE® but not from the CFP Board. CFP® professionals will not receive CE credit, but we hope you’ll join us for this valuable session.
Helping Single-Income Households Thrive: Behavioral and AI-Enabled Strategies for Financial Confidence
Tuesday, June 16 at 12:00 PM ET
This webinar is free and offers one CE Credit for AFCPE and CFP® professionals.
Essentials of Pro Bono Financial Planning
Wednesday, May 27, 2026, at 1:00 PM ET
This webinar is free and offers one CE Credit for CFP® professionals.
Rewriting the Narrative: Helping Clients Believe They Can Build Wealth
Tuesday, April 14 at 12:00 PM ET
This webinar is free and offers one CE Credit for AFCPE and CFP® professionals.
From Barriers to Belonging: Serving Neurodivergent Clients in Pro Bono Planning
February 18, 2026 | Explore how neurodiversity influences financial behavior, decision-making, and client engagement in pro bono planning relationships.
From Overwhelm to Action: Creating “Buy-In” in Pro Bono Financial Planning
January 29, 2026 | Learn how thoughtful communication, realistic expectations, and intentional touchpoints can increase participation, improve follow-through, and lead to more meaningful outcomes for both clients and volunteers.
A Free Pro Bono Curriculum for Educational Institutions
January 15, 2026 | Learn about a new flexible curriculum designed to prepare aspiring and early-career financial planners to engage in pro bono service, while giving educators practical tools to integrate pro bono into their teaching.
Pro Bono & Purpose: Why It’s Good for Business
December 11, 2025 | Learn how firms of all sizes are expanding access to quality financial guidance for people in need—and how doing so strengthens employee engagement, builds trust in your brand, and deepens your firm’s connection to the communities you serve.
Behind the Diagnosis: Easing the Financial Toxicity of Cancer
November 4, 2025 | Participants will explore the financial hurdles cancer patients face and learn practical strategies to implement during financial planning sessions.
Sometimes I Feel like a Therapist: Strategies for Helping Clients through Difficult Issues
September 25, 2025 | Practical strategies for managing difficult client situations while maintaining professional boundaries.
Helping Clients Reduce High Interest Rates with Debt Management Plans
July 17, 2025 | In this webinar, attendees will gain a comprehensive understanding of how DMPs work, how they compare to other debt relief options, and how to identify when a client is a good fit for this approach.
Helping Pro Bono Clients With Debt: Identifying and Recommending Safe and Effective Solutions
June 10, 2025 | In this timely webinar, Budge CEO Joshua Crabbe will equip volunteer financial planners and coaches with the tools to confidently support pro bono clients facing complex debt situations.
Helping Clients Navigate Heirs’ Property: Challenges and Opportunities
May 6, 2025 | Heirs’ property is real estate that is passed down to multiple family members via informal inheritance, often across multiple generations.
Advising Federal Government Employees During These Uncertain Times
March 20, 2025 | Federal government employees are facing unprecedented uncertainty about their careers and CERTIFIED FINANCIAL PLANNER® professionals are in a unique position to give them the tools, information and confidence
The Power of the ABLE Account: Expanding Financial Opportunities for People with Disabilities
March 18, 2025 | An in-depth look at ABLE accounts and how CFP® professionals can assist pro bono clients in utilizing these accounts effectively.
Empathetic Engagement: Enhancing Your Pro Bono Financial Planning Practice
January 28, 2025 | Empathy-driven pro bono financial planning transforms underserved communities by providing more than financial advice. Advisors who integrate empathy deliver personalized support that addresses clients’ emotional needs, building trust and fostering open communication.
Pro Bono Practice: Purpose and Profit
November 12, 2024 | Dr. Naomi Win examines the value of pro bono work in terms of both profit and purpose, exploring how it simultaneously expands professional competencies and elevates a tradition of providing critical services.
Helping Older LGBTQ+ Americans Navigate Retirement
September 23, 2024 | CFP Board Ambassador, Laura J. LaTourette, CFP®, dives into recent LGBTQ+ retirement trends, the impact of the HIV/AIDS crisis as well as other factors on retirement, and the retirement concerns facing low- to moderate-income LGBTQ+ elders.
Helping Clients Overcome Money Shame and Financial Trauma
June 18, 2024 | Not opening mail, overspending, and avoiding debt collectors can be more than just irresponsible behavior. For many, these behaviors are rooted in financial trauma that goes back generations. Overcoming this trauma, and the shame that often co-exists, can be difficult…
Helping Older Americans Navigate Fraud
April 19, 2024 | Fraud is at a crisis level in the United States, resulting in the theft of billions of dollars from victims each year with little chance of restitution or justice. While fraud affects all demographics, the impact on older …