Volunteer to Help Improve Lives

Pro bono financial planning can change lives, giving people in serious need a chance to achieve financial stability. Wounded veterans, domestic violence survivors, people with serious illness, and many others can benefit enormously from the time and talent of financial planners who have volunteered to provide free, expert advice.

There are four ways to find volunteer opportunities in your community.

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1. Contact your nearest Chapter of the Financial Planning Association® (FPA®).
2. Check to see if the Foundation for Financial Planning has funded a program in your area.
3. Sign up for our Volunteer Database.
4. Contact local nonprofits that help lower-income families, especially those that provide services related to financial literacy and economic empowerment.

1. Contact your nearest Chapter of the Financial Planning Association (FPA).

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A strategic partner, the FPA works closely with the Foundation to activate financial planning volunteers who can deliver pro bono services to people in need. Many of FPA’s 89 Chapters across the country work alongside local nonprofits to connect volunteers to their programs. Reach out to your local FPA Chapter to learn more about how planners in your area are serving the community.

If you are already an FPA member, click here. Many FPA Chapters have volunteer Pro Bono Directors to coordinate efforts. Contact information for your local Chapter can be found here. For questions and inquiries about FPA’s national pro bono efforts, please email FPAProBono@OneFPA.org.

 2. Check to see if the Foundation for Financial Planning has funded a program in your area.

You can see the organizations that we support or have supported here. If you see a program of interest in your area, please contact us to find out if the organization is currently in need of new volunteers.

3. Sign up for our Volunteer Database.

The Foundation for Financial Planning may reach out to you from our Volunteer Database if an organization in your area needs volunteers. You will also receive our e-newsletter about Foundation activities. Currently, we are matching volunteers to help wounded veterans through our partnership with the national nonprofit, Homes for Our Troops. Find out more and sign up.

4. Contact local nonprofits that help lower-income families, especially those that provide services related to financial literacy and economic empowerment.

You may be able to plug into an existing program or even help start a new one. We provide grants to support worthy financial planning programs, having provided more than $6 million to organizations around the country. To learn more about how a local 501(c)3 can apply for funding, please visit our Grants & Programs page.

 

Volunteer financial planners should go through orientation and training.

If you are an FPA member, you are required to take the “Pro Bono Boot Camp,” a 50-minute training prepared by FPA and the Foundation for Financial Planning.  The training is eligible for CE credit from the Certified Financial Planner Board of Standards.

The Foundation for Financial Planning also offers additional training resources for volunteers, and program resources to help planners in their engagements with pro bono clients.

You can also help the vulnerable people we serve by making a donation.

 

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