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Are you interested in volunteering your financial planning skills?

Friday, June 3, 2016  
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Are you interested in volunteering your financial planning skills to help low-income and/or low-asset New Yorkers?

The FPANY Pro Bono committee encourages new members to gain experience through a process of training, observation, and hands-on experience. Prior to presenting, three required elements should be completed:

  1. A monthly Pro Bono Boot Camp is offered on an on-request basis on the Monday following each month’s meeting from 5:30-6:30pm via phone conference and online presentation or in person (the option is yours).
  2. A separate one-hour video viewing online followed by an online quiz yields one CE for CFP® certificants, is required to be added to the chapters Errors & Omissions insurance coverage.
  3. New members gain valuable experience and they often start by observing an experienced planner conduct a workshop or an individual financial planning session. Typically new members observe two sessions before presenting on their own. New planners are supervised by an experienced CFP® certificant.

Attendance at the monthly Pro Bono committee meetings is not required for service, but is offered to continue advisors' education to better serve low-income and/or low-asset clients. Conference call-in facilities are offered for every meeting as an alternative to attending in person.


Questions? Please contact Thom Chu, FPANY Pro Bono Director, at




Financial Planning Association of Metro New York

535 Fifth Avenue, 4th Floor
New York, NY  10017

Phone: 800-322-4237 ext. 7187



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