CFP Board and Foundation for Financial Planning Announce Partnership

WASHINGTON, Nov. 29, 2022 /PRNewswire/ — The Qualified Fiscal Planner Board of Expectations, Inc. (CFP Board) and the Basis for Financial Preparing (FFP) now announced that they are formalizing their partnership to assistance make pro bono alternatives, training and assets readily available to all CFP® gurus.

Certified Financial Planner Board of Criteria, Inc. Logo (PRNewsfoto/Certified Financial Planner Boa)

CFP Board’s mission is to advantage the community by granting CFP® certification and upholding it as the acknowledged conventional of excellence for knowledgeable and moral money organizing. FFP’s mission is to assist folks in will need enhance their economical life by expanding entry to professional bono fiscal preparing. The two companies have collaborated for the earlier 7 yrs right before moving into into a official agreement to boost the provision of pro bono fiscal arranging solutions to underserved communities in the United States.

FFP is the nation’s primary 501(c)(3) nonprofit charity exclusively devoted to the supply of pro bono financial scheduling. The basis was started in 1995 by CFP® experts who wanted to deliver their time and expertise absolutely free of cost to men and women who generally could not access money organizing and assistance. Considering the fact that then, FFP has supported the shipping of free monetary advice to more than 600,000 people today in crisis or in need to have and supplied extra than $9 million in grants to guidance professional bono packages throughout the country.

“Growing obtain to qualified and moral monetary planners is a best strategic precedence for CFP Board,” explained CFP Board CEO Kevin R. Keller, CAE. “By means of our partnership with FFP, CFP Board has committed to increasing recognition of professional bono opportunities amid CFP® specialists, encouraging them to volunteer and coordinating carefully with FFP to hook up them with pro bono engagements.”

“CFP® specialist volunteers are the lifeblood of professional bono money scheduling,” reported FFP CEO Jon Dauphiné. “FFP will work every single working day to educate nonprofits across the region about the incredible price CFP® specialists can convey to their underserved constituents, giving methods on how nonprofits can integrate CFP® professional volunteers into their courses. We are fired up to get the job done with CFP Board to grow these efforts until eventually every CFP® skilled is mindful of the impressive affect they can make by means of pro bono services.”

CFP Board helps observe volunteerism details by inquiring for certificants to report pro bono hrs on its renewal portal. In addition, FFP and CFP Board are collaborating on investigate that will assist to make the understanding foundation on pro bono.

As component of its partnership with FFP, CFP Board set a objective of raising the amount of CFP® pros giving pro bono financial setting up by 10% in 2022 — and is very well on its way to reaching that purpose.

In assistance of attaining this aim, CFP Board in February 2022 employed a complete-time professional bono supervisor who, in collaboration with FFP, performs to interact far more CFP® specialists in pro bono support, such as by means of the promotion of FFP’s national applications for people with cancer and at-risk seniors. The pro bono supervisor also can help push CFP® specialists to, FFP’s volunteer matching system, in which CFP® experts can browse and indicator up for a assortment of pro bono prospects posted by nonprofits close to the state. FFP delivers complementary Problems & Omissions liability insurance policies coverage to all CFP® gurus who volunteer by way of this system.

CFP Board also aids endorse other FFP offerings, these as FFP’s Professional Bono Economical Setting up Volunteer Education and its ongoing techniques-making webinar collection.

For people CFP® pros interested in volunteering their time and expertise to assist underserved communities, visit to sign up and develop a profile.


Accredited Money Planner Board of Benchmarks, Inc. is the expert entire body for private economic planners in the U.S. CFP Board sets benchmarks for economical setting up and administers the prestigious CFP® certification – one particular of the most respected certifications in economic expert services – so that the public has entry to and advantages from knowledgeable and moral economic organizing. CFP Board, alongside with its Middle for Economic Setting up, is dedicated to raising the public’s awareness of CFP® certification and entry to a numerous, moral and knowledgeable financial organizing workforce. Broadly regarded by the general public, advisors and companies as the typical for economic scheduling, CFP® certification is held by far more than 93,000 individuals in the United States.

ABOUT THE Foundation FOR Money Organizing

Foundation for Money Planning (FFP) is the nation’s top charity dedicated to advancing professional bono monetary planning for at-hazard populations, like energetic armed forces users and wounded veterans, people today with cancer and other severe medical diagnoses, seniors and family members caregivers, lower-profits folks and their people, domestic violence survivors and lots of a lot more. Around its far more than 25 several years, FFP has provided $9 million in grants to national and local community-based mostly professional bono courses worked with partners to activate additional than 24,000 financial planners to volunteer their time and talents reached more than 600,000 men and women in disaster or will need and acted as a chief and catalyst to foster a rich tradition of pro bono support throughout the economical planning profession. Go to to understand more.



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