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The Foundation for Financial Planning and Kaplan have joined together to create this Pro Bono Financial Planning Volunteer Training to help financial planners understand the basics of how to provide pro bono service to underserved members of the community. This FREE, one-hour course is designed to give financial planners the skills and techniques to address the specific needs of lower-income families. Complete the Volunteer Training now to prepare for your pro bono engagements and receive a CE credit.
The Foundation for Financial Planning is the nation’s only 501(c)(3) nonprofit charity solely devoted to supporting the delivery of pro bono financial planning. Since 1995, FFP has powered pro bono planning by supporting efforts that link volunteer financial planners to people in crisis or need, providing them with free, quality advice to improve their finances and their lives.
Kaplan delivers license exam prep, professional development, and CE programs for the insurance, securities, and financial planning industries. Through classroom training, online courses, and self-study options, Kaplan helps students pass exams and maintain licensing with study materials that satisfy almost any learning style and budget.
This training was developed in partnership with the Financial Planning Association.