Learning Center

Pro Bono Financial Planning Training Course

4.4 (5 votes)

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.

  • 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

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Key:

Complete
Failed
Available
Locked
Foundation for Financial Planning Story
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Open to view video.
Pro Bono Financial Planning Training Course Module 1
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Open to view video.
Pro Bono Financial Planning Training Course Module 2
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Open to view video.
Pro Bono Financial Planning Training Course Module 3
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Open to view video.
Exam
20 Questions  |  2 attempts  |  14/20 points to pass
20 Questions  |  2 attempts  |  14/20 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available