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FFP Webinars

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Upcoming Webinars

KathyStokes (2)

Helping Older Americans Navigate Fraud

Friday, April 19, 2024, at 1:00 PM EST
Presenter: Kathy Stokes, AARP’s Director of Fraud Prevention Programs
This webinar is free and offers one CE Credit for AFC® and CFP® professionals

Past Webinars

Navigating Finances with Valor: Financial Planning Insights for Military Clients

February 21, 2024 | As military members transition from service to civilian life, many carry the weight of experiences that significantly impact their well-being, including their financial wellness. Accruing debt is often the norm post-military service …

Pro Bono Financial Planning for Military Personnel, Veterans and Families

January 18, 2024 | Service members, veterans, and their families face unique financial circumstances during and after military service. While benefits for active personnel – regular paydays, free healthcare, and housing allowances

Applying the Financial Transitionist™ Model to Pro Bono Financial Planning: Establishing Alignment, Trust, and Communication with Clients Facing Life-Disrupting Events

December 14, 2023 | Pro bono financial planning often requires serving clients who are facing life-disrupting events. During these engagements, advisors must walk with their clients for …

Helping Clients Navigate High Consumer Debt

October 26, 2023 | Between the high cost of everyday items and college education, individuals and families are taking on debt to make ends meet – in fact, the average household debt was $101,915 as of the end of 2022 …

FFP Special Donor Webinar | The Impact of Your Gift: Bringing Pro Bono Service to Life

July 27, 2023 | FFP hosted a live webinar to celebrate the pro bono clients and advisors at the heart of our work. Attendees heard first-hand stories, gathered insights, and learned more about …

Introduction to Diversity, Equity, and Inclusion for Volunteer Financial Mentors

August 23, 2023 | Pro-bono clients served by CFP® professional volunteers come from diverse backgrounds and socio-economic statuses. In all aspects of financial advising, planning, and counseling, being …

Helping Clients Navigate Public Benefits and Social Services

June 6, 2023 | Navigating public benefits is a challenge for many Americans. Equipped with the right knowledge and know-how, CFP® professionals can help make the process a little easier for their pro bono clients …

How to Start a Pro Bono Financial Planning Program

June 10, 2021 | CERTIFIED FINANCIAL PLANNER™ professionals meet rigorous education, training, and ethical standards and are committed to serving their clients’ best interests to prepare them for secure financial futures. Their expert assistance can help …

Using Financial Counseling Skills to Better Serve Pro Bono Clients

April 1, 2021 | CFP® professionals can advise clients on complex financial matters such as financial planning, taxes, and retirement while an advisor with an AFC® designation focuses more on assisting clients with everyday financial challenges and spending habits. This webinar will explore the ways in which …

Using Financial Empathy to Help All Clients Achieve Financial Well-being and Empowerment

August 7, 2020 | Race, ethnicity, and gender play a significant role in how consumers interact with the financial services industry. This webinar explores financial well-being across a diverse set of identity groups and discusses the how financial planners can use financial empathy …