As financial uncertainty created by COVID-19 (the coronavirus) continues to grow, the Financial Planning Association® (FPA®), the country’s largest membership association for CERTIFIED FINANCIAL PLANNER™ professionals and those who support the financial planning process, has recruited members to provide free, no-strings-attached financial guidance to Americans who don’t typically have access to financial planning services.
“Since the turn of the century, FPA and its partners have been committed to connecting thousands of Americans to our members who provide pro bono financial planning advice,” says FPA Executive Director/CEO Lauren M. Schadle, CAE. “As many underserved individuals and families are experiencing economic hardship due to the coronavirus outbreak, I’m pleased FPA is able to ramp up pro bono financial planning efforts to serve those most in need through the dedication and passion of our outstanding members. In these unprecedented times, FPA aims to help vulnerable populations gain hope and stability and come out stronger than before.”
Underserved individuals and families that need free, no-strings-attached financial guidance can visit www.OneFPA.org/ProBonoPlanning to see a list of CERTIFIED FINANCIAL PLANNER™ professional members of FPA who are making themselves available to help. Fintech News
“Pro bono financial planning is a hallmark of our association and is powered through the tireless work that our members and local chapters have led over the years. We are proud to have this opportunity to help and will continue to explore ways we can support those most vulnerable during this difficult time,” added Schadle.
To be eligible to provide pro bono financial planning services through FPA programs, FPA members must be an FPA member in good standing, complete FPA’s Pro Bono Financial Planning Training Course, sign a pro bono letter of engagement that states he/she will take responsibility for services provided in the engagement and be a CFP® professional. FPA members interested in volunteering can contact FPA Pro Bono Director, Kurt Kaczor.
Members who wish to offer pro bono services will be added to the landing page on an ongoing basis. FPA is also working on an e-book and other content to help Americans better understand what they can do to get a handle on their finances during this time of uncertainty.
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About the Financial Planning Association
The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNERTM professionals, educators, financial services professionals and students who are committed to elevating the profession that transforms lives through the power of financial planning. Through a collaborative effort to provide members with professional education, business support, advocacy and community, FPA advances financial planning practitioners through every phase of their careers, from novice to master to leader of the profession. Learn more about FPA at OneFPA.org and follow on Twitter at twitter.com/fpassociation.
