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Pro Bono Volunteering

Begin your journey today!

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.

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.

Get Started with Pro Bono Guide Check Pro Bono FAQs
Helping the Undeserved

Report 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 the convenient reporting tool in the “My CFP® Certification” section of your online CFP Board account.

Report Pro Bono Hours
Pro Bono badges

We Reward Your Service

You've earned it.

While serving people who are in need is reward enough, CFP Board wants to recognize your hours of service with Pro Bono Badges.

Receive a badge based on your hours served: 20+, 60+ or 100+ hours and proudly add your badge to your email signature.

Report Pro Bono Hours
Items at the CFP® Pro Store

Report Pro Bono Hours and Win!

In appreciation of the incredible work CFP ® professionals do in their communities, we are excited to announce that we will be awarding $25 gift cards to the CFP® Pro Store to 10 certificants who reported pro bono hours during the previous month. The first drawing took place in the middle of May. Future drawings will occur monthly through the end of 2025, and winners will be notified by email.

How it works:

  • Step 1: Provide no-cost financial planning.
  • Step 2: Report your hours (for any, or all, of the years 2023-2025) in your CFP Board Account.
Report Pro Bono Hours

2024 Pro Bono Volunteer Stats

Engagement
Engagement
17%
of CFP® Professionals Involved in Pro Bono Volunteering
INCREASE
INCREASE
16%
Increase in Participation from 2023 to 2024
Reported
Reported
17,916
CFP® Professionals Reported 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 [email protected].

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