The Certified Financial Planner Board of Standards and the Foundation for Financial Planning are formalizing their partnership to help make pro bono opportunities, training and resources available to all planners holding the CFP certification.
The foundation is a nonprofit charity solely dedicated to the delivery of pro bono financial planning.
As part of the partnership, the CFP Board set a goal of increasing the number of CFP professionals providing pro bono financial planning by 10% in 2022. That goal is “well on its way” to being achieved, the organizations said in a release.
This past February, CFP Board hired a full-time pro bono manager who, in collaboration with the foundation, works to engage more CFPs in pro bono service, including through the promotion of the foundation’s national programs for people with cancer and at-risk seniors.
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