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Contains 8 Component(s), Includes Credits
This course is a free, online module that helps financial planners understand the basics of how to provide pro bono services to underserved members of the community.
This course is a free online module that helps 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 Kaplan Professional. This course is presented by Capital Group.
- 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
- Understand how to assist them
Competency Level: Foundational
FPA Competency: Advance the Financial Planning Profession
CFP Board Topic: General Financial Planning Principles
CFP Board CE Credit Hours: 1
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