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Pro Bono Resource Library
This library provides practical resources to help faculty integrate pro bono financial planning into coursework and co-curricular programming. As you develop student-led or peer-based financial planning clinics, these tools offer guidance on program design, supervision models, ethical considerations and assessment. They can help you confidently start and expand hands-on, service-oriented learning opportunities at your institution.
Browse this centralized collection of essential materials to find curated curriculum content, academic and industry research, instructional guides and other tools.
This online financial education resource tailored for college and university students prepares learners for real-life financial decisions through comprehensive, easily accessible financial literacy content.
This manual from Utah Valley University walks through policies, procedures and steps for successful financial coaching.
This guidebook, created by Franklin University, in partnership with Columbus State Community College and The Ohio State University, helps other CFP Board Registered Programs replicate their successful program.
This free, one-hour online module helps financial planners understand the basics of how to provide pro bono service to community members.
This flexible, practice-based curriculum prepares the next generation of financial planning professionals to engage in pro bono service and is designed for use in CFP Board Registered Programs and with professionals new to pro bono planning.
This survey captures the landscape of financial wellness-related programming in colleges and universities across the United States.
Section Two covers best practices for the delivery of financial literacy at institutions of higher education, including well-trained peer educators to offer financial education and coaching services.
This brief proposes a novel model for the training and development of peer financial mentors in the higher education financial wellness field.
This study identifies challenges that financial mentors have when working with mentees and provides recommendations for the administration of financial wellness and peer financial mentoring programs.
These survey results can guide conversations at institutions developing the infrastructure that addresses the financial needs of today’s college students.
This report offers higher education leaders an opportunity to more fully understand how colleges and universities are working to support students’ financial wellness plus concrete strategies and examples that may inform their efforts.
Have Questions?
Email the CFP Board Registered Programs team for assistance, to request additional information or to add a resource.