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Evaluation

Breakout Session

Educational Breakout Sessions | Block 8

Pro Bono Financial Planning Training

Friday, September 29, 2023
9:00 AM – 10:00 AM MST
Location: PCC: North 127
CE: 1 CFP CE Credit(s)
CE Available
Complexity Level: Overview
This session was developed to help financial planners understand the basics of how to provide pro bono services to underserved members of the community. FPA requires that all members complete this course before providing any pro bono services. This course is a partnership between Financial Planning Association, Foundation for Financial Planning and the College for Financial Planning.

Learning Objectives:

  • Better understand the practice and scope of pro bono financial planning.
  • Know how to get involved in helping others who typically may not engage a financial planner.
  • Recognize the attributes of pro bono financial planning clients.