FPA of Michigan Pro Bono Training
When: Tuesday, January 24, 2023
Time: 12:00 pm to 1:00 pm EST
Where: Virtual through Zoom
Cost: Complimentary
Please note this is a FPA Member only event!
This one-hour course is designed to give financial planners the skills and techniques to address the specific needs of lower-income families. Complete the Volunteer Training now to prepare for your pro bono engagements. This one-hour online course is designed to give CERTIFIED FINANCIAL PLANNER™ (CFP) professionals the skills and resources needed to address the unique needs and challenges of lower-income families.
LEARNING OBJECTIVES:
- Better understand the practice and scope of pro bono financial planning
- Know how to get involved in helping others who typically may not engage a financial planner
- Recognize the attributes of pro bono financial planning clients; and
- Understand how to assist them
Questions? Contact Mary Medonis at info@fpami.com.