About Our Members
The Pro Bono Committee consists of a pool of approximately 100 members from which we draw participants to present workshops or to work individually with clients on financial counseling issues. The Committee includes CFP® certificants and financial planners with a wide range of experience. New planners can receive relevant work experience credits for their work with the Pro Bono Committee.
Training
The committee encourages new members to gain experience through a process of training, observation, and hands-on experience. All pro bono volunteers are required to complete a one-hour online FPA Pro Bono Financial Planning Training course.
Errors & Omissions Insurance
FPA provides Errors & Omissions (E&O) Insurance for FPA members while conducting pro bono financial planning. You must be a current FPA member, qualify to volunteer per the FPA Pro Bono Eligibility Policy, adhere to all pro bono policies and guidelines, and work on behalf of an FPA pro bono program to be eligible.