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Pro Bono Volunteering

CFP® professionals across the country provide free, no-strings-attached, financial advice to underserved people in need. Pro bono financial planning helps people take control of their financial lives and has a positive impact on individuals, families and communities — and elevates and enriches the financial planning profession.

Get Started with Our Welcome Packet Already Started? Report Hours
Collage of a community of people.
Making an Impact on Lives & Communities

Begin Your Journey in Pro Bono Financial Planning

Pro bono financial planning changes the lives of the most financially vulnerable Americans, including domestic violence survivors, widows, wounded veterans, immigrants, cancer patients and others.

Through our partnership with the Foundation for Financial Planning, CFP Board’s Pro Bono Initiative connects expert CFP® professionals to those people, families and communities in crisis or need.

It may feel overwhelming to get started on your pro bono journey. We are here to help. Together with the Foundation for Financial Planning, we will provide you with the training (CE credit eligible), resources and tools you need to be a successful pro bono volunteer. Once you are ready to begin, the Foundation for Financial Planning will match you with volunteer opportunities. We also will provide you with examples of successful pro bono engagements and ways to develop the skills and techniques to be most effective — plus more.

View Our Welcome Packet to Get Started

2022 Pro Bono Volunteer Stats

Engagement
Engagement
14%
2022 Pro Bono Volunteer Stats
INCREASE
INCREASE
30%
2022 Pro Bono Volunteer Stats
Reported
Reported
13,482
2022 Pro Bono Volunteer Stats
HELPING THE UNDERSERVED

Report Your Pro Bono Hours Today

Are you one of the thousands of CFP® professionals across the country already providing pro bono financial planning?

Report your pro bono hours through our convenient reporting tool available within the “My CFP® Certification” section in your online CFP Board account.

Report Your Pro Bono Hours
Mike L.
Cancer Survivor | Pro Bono Client

“Everything we worked so hard for came crashing down. We had medical decisions to make, and the last thing we were thinking about was paying the bills, but they were still there. They don’t go away. We were overwhelmed.”

Michael V.
Veteran | Pro Bono Client

“I feel a big weight off my shoulders… I am a single father of three; to be able to have my finances in order and not have to worry, that is the biggest thing.”

Amey
Small Business Owner | Pro Bono Client

“Britepaths saved my life. Last year was a disaster and I really want to thank Dennis. He taught me how to spend what money we have in the right way.”

Sign Up for Our Pro Bono Newsletter to Get the Latest Updates

Sign up for our quarterly newsletter to get the latest updates, information and opportunities from CFP Board related to pro bono volunteering.

Have general questions about pro bono financial planning? Email us at probono@cfpboard.org.

*Testimonial quotes above provided by the Foundation for Financial Planning*