Live Session: Essentials of Pro Bono Financial Planning

CFP Board is partnering with the Foundation for Financial Planning to host a live, CE-eligible pro bono financial planning training session on May 27 from 1-2 p.m. ET. This one-hour webinar introduces the fundamentals of pro bono financial planning and aims to equip CFP® professionals with the practical tools and techniques needed to advise low- to moderate-income clients.

This training focuses on delivering ethical, client-centered guidance in real-world settings, helping volunteers make a meaningful impact in their communities.

Eligible for 1 general CE credit