FPA of Minnesota recognized as the winner of the 2023 Power of Financial Planning Award.
DENVER (September 14, 2023) – The Financial Planning Association® (FPA®) and the Foundation for Financial Planning (FFP) are pleased to announce the FPA of Minnesota as the recipient of the 2023 Power of Financial Planning Award. The award is in recognition of their commitment to delivering pro bono financial planning in the spirit of FPA’s Primary Aim: To elevate the profession that transforms lives through the power of financial planning.
In its fifth year, the Power of Financial Planning Award recognizes an FPA chapter and its members’ efforts to provide quality pro bono financial planning and advice to underserved populations for 12 months, from July 1, 2022, to June 30, 2023.
“FPA chapters and members have a rich history of engaging with underserved communities across the country to provide pro bono financial planning advice because they know such advice can be transformative and lead to financial well-being,” says 2023 FPA President James Lee, CFP®, CRPC®, AIF®. “FPA of Minnesota has gone above and beyond in proactively engaging the local community to make financial planning more readily accessible to those who need it. We look forward to honoring their work and impact at FPA Annual Conference 2023 in Phoenix this month.”
FPA of Minnesota is being honored this year to recognize their engagement within the local community by partnering with Prepare + Prosper, Asian Women United Minnesota, Angel Foundation, among other organizations. The Chapter worked with these organizations to offer pro bono financial planning to individuals who otherwise could not afford to work with a CFP® professional.
The Chapter also held “Financial Planning Days” in October 2022 as a four-day event to provide in-person and virtual opportunities for underserved Minnesotans to receive financial planning support and advice. The primary objective was to increase public awareness of the value and accessibility of financial planning while helping more Minnesotans secure confidence in their respective financial situations.
Representatives from FPA and FFP recommended, and the FPA Board of Directors approved, FPA of Minnesota as the recipient of the 2023 Power of Financial Planning Award.
“By helping a wide range of Minnesotans, from cancer patients to domestic violence survivors to low-income families, FPA of Minnesota truly shines in its efforts to bring great financial advice to those who need it but can’t afford it,” said Jon Dauphiné, CEO of FFP. “Chapter members have provided critical guidance to vulnerable populations through one-on-one sessions and workshops, helping clients navigate tough financial decisions, and build financial stability and security.”
FPA of Minnesota will be recognized at a special Honors Reception at FPA Annual Conference 2023 in Phoenix, Sept. 27-29.
Journalists interested in learning more about the award or speaking with a representative from FPA, FFP, or FPA of Minnesota can contact Ben Lewis at 303-867-7190 or blewis@onefpa.org.
###
About the Financial Planning Association
The Financial Planning Association® (FPA®) is the leading membership organization and trade association for Certified Financial PlannerTM professionals and those engaged in the financial planning process. FPA is the CFP® professional’s partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Learn more about FPA at financialplanningassociation.org and on Twitter at twitter.com/fpassociation.
About Foundation for Financial Planning
Foundation for Financial Planning (FFP) is the nation’s leading charity dedicated to advancing pro bono financial planning for at-risk populations, including active military members and wounded veterans, people with cancer and other serious illness, seniors and family caregivers, low-income individuals and families, domestic violence survivors and many more. Over its more than 25 years, FFP has provided over $9 million in grants to national and community-based pro bono programs; worked with partners to activate more than 27,000 financial planners to volunteer their time and talents; reached over 715,000 people in crisis or need; and acted as a leader and catalyst to foster a rich tradition of pro bono service across the financial planning profession. Visit FFPprobono.org to learn more.