The FPA Pro Bono Program
Dennis Moore, CFP and President of the Financial Planning Association (FPA) and Kristin Pugh, CFP and Chair of the FPA Pro Bono Advisor Committee discuss the FPA Pro Bono Program that provides free financial planning services.
Key Takeaways
- Access free, one-on-one financial planning through FPA's pro bono program by visiting FinancialPlanningAssociation.org and navigating to the Advocacy section to find your local chapter or national partner organizations.
- Pro bono financial planning differs from general financial literacy education—it involves personalized, customized advice from a CFP professional who applies fiduciary standards and privacy protections to your specific situation, not just broad educational content.
- If you're a financial advisor interested in volunteering, you can serve pro bono clients nationwide using technology like Zoom—you don't need to be in the same location, and you can focus purely on giving guidance without sales pressure since there's no obligation for clients to become paying customers.
- Eligible recipients for pro bono services include underserved individuals, military families, domestic violence survivors, people affected by natural disasters, those facing serious medical issues, and anyone experiencing financial trauma like bankruptcy.
- Volunteer CFP professionals should know that pro bono planning uses the same core skills and values as fee-based planning—if you love providing objective financial guidance, you'll excel at pro bono work and find it deeply rewarding.
The FPA Pro Bono Program: What is that FPA Pro Bono Program? Dennis Moore, CFP and President of the Financial Planning Association (FPA) and Kristin Pugh, CFP and Chair of the FPA Pro Bono Advisor Committee discuss the FPA Pro Bono Program that provides free financial planning services. The FPA Pro Bono Program (Financial Planning Association Pro Bono Program) is a program that provides pro bono (free) financial planning services to individuals and families in need. The program is run by the Financial Planning Association (FPA), which is a professional organization for financial planners. Through the program, FPA members volunteer their time and expertise to provide financial planning services to individuals and families who would not otherwise have access to this type of guidance. The program's goal is to help those in need to improve their financial well-being and achieve their financial goals. Interested in learning more about the program, watch this video or visit: https://www.financialplanningassociation.org/advocacy/pro-bono-program/consumers
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