How Financial Planners Can Give Back Through Pro Bono
Part of CFP Board’s Certificant Connections Podcast Series
Financial planning is a profession dedicated to providing service, which is why so many in the field seek out ways to give back to their communities through pro bono work. But many CFP® professionals don’t know where to start.
Jon Dauphiné, CEO of the Foundation for Financial Planning, joins us to discuss the benefits of pro bono work for CFP® professionals, the role the Foundation plays in helping pair planners with those in need and the various ways financial planners can get involved with the Foundation’s initiatives.