Displaying 7 results
CFP Board, Foundation for Financial Planning partner on pro bono
The two financial planning organizations will work together to make pro bono opportunities, training and resources available to all CFPs.
Foundation for Financial Planning taps Ben Harrison as chair
BNY Mellon Pershing’s co-head of wealth solutions will serve in the position through 2023.
Pro bono work gives advisers way to go beyond helping the rich get richer
The payoff for pro bono work doesn't show up on the bottom line. It’s in the returns you get from touching someone’s life at a vulnerable moment.
Pro bono financial planning needs fintech to step up
New research from the Foundation for Financial Planning shows that fintech innovation falls short when it comes to planning for low- and moderate-income pro bono clients.
Finance leaders ask CFP Board to recommend pro bono work
The biggest brands in the industry endorsed a call to action to dedicate 25 hours a year to pro bono service
Financial planning groups ask advisers to encourage charitable donations
Contributions from donor-advised funds could make difference for struggling nonprofits
Here’s how financial advisers can help Americans impacted by COVID-19
The Foundation for Financial Planning is pairing planners with Americans suffering from the financial fallout
