Pro Bono Outreach
How Can a
Financial Planner Help?
- Seminars and workshops for individuals and families:
- Basic financial literacy
- Debt management
- Understanding insurance
- Building savings
- Customized programs
- Seminars and workshops for staff of partner organizations
- Individualized counseling
Members of the Financial Planning Association® (FPA®) are available to offer pro bono assistance to those in need with no strings attached. Whether providing educational seminars or individualized counseling, volunteers can assist victims of natural disasters, individuals with medical crisis, military personnel dealing with long deployments and other qualified individuals, families and businesses.
FPA volunteers provide unbiased financial advice with no sales or promotion of products or services. They do not sell products or services while engaged in pro bono activities. There is no charge, no commitment, no pressure – just unbiased financial advice.
Pro Bono Resources
These resources are for use by both pro bono volunteers and the general public. They include a complete list of credible links for information and specialized services related to common financial planning topics and concerns. There is also a list of resources for those families impacted by COVID-19, as well as free personal finance templates and worksheets available for download.