Displaying 12 results
Financial literacy trainings tripled in 2022, FPA says
April is Financial Literacy Month, a time to help local communities learn more about saving and investing.
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.
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.
Eileen Sharkey remembered as legendary financial planning pioneer
Sharkey leaves a solid legacy as a mentor, friend, colleague, educator and staunch proponent of quality financial advice.
Pro bono opportunities, need rise during pandemic
Last year, there was a 27% uptick in the number of cases advisers working with the Foundation for Financial Planning reported.
Coping with a difficult year: How your expert advice can change a life
Foundation for Financial Planning helps bring free financial advice and planning to people across the country who can’t afford a financial adviser.
Planners increased pro bono work 7% during pandemic
CFP holders helped 7,839 underserved individuals last year, the Financial Planning Association says.
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
Planners: Share your time and change lives
Offering your services on a pro bono basis is one of the most powerful things you can do to help
Finding your higher calling in a crisis
It’s time for advisers to lend a hand to those who are faring less well
XY Planning Network offers free advice
The fee-for-service planning group that specializes in mostly Gen X and Gen Y clients wants to help those affected by COVID-19
How advisers can help cancer patients tackle financial distress
The Foundation for Financial Planning is calling for a national response to the potential financial ruin of families fighting the disease through the Pro Bono for Cancer Campaign
