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Why a New Generation of Financial Advisors Is Seeking Out Pro Bono Work

By Cheryl Winokur Munk May 27, 2025 Barron's Advisor

Many financial advisors find fulfillment in pro bono work, with 83% of aspiring CFP® professionals preferring firms that support community service, according to the Foundation for Financial Planning. In 2023, CFP Board approved a resolution encouraging CFP® professionals to commit at least 20 hours annually to pro bono financial planning.

Read more at Barron's Advisor

Barron's Advisor
Cheryl Winokur Munk
May 27, 2025