While pro bono has the ability to transform the lives of underserved and at-risk consumers, it also has the power to transform the lives of the many volunteer financial planners and FPA chapter leaders who commit to providing these critical services. As we seek to move the profession forward, we do so together with a shared commitment to increasing access to financial planning services for anyone who needs it.
FPA provides two training programs for members to take: one that is required for anyone wanting to participate in an FPA pro bono program and another for members who want to provide pro bono financial planning to veterans and active service military. The association also provides a robust suite of tools and resources for members and chapters to use, including Errors & Omissions Insurance.
The FPA community is united in our commitment to change the tomorrows of those from underserved and at-risk communities. Let’s do this together.