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