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Finding Your Best Fit Among Pro-Bono Financial Advising Opportunities
Course Information
Content Level: Foundational
NAPFA Subject Area: A-Financial Planning Process
Course Description
Are you looking for a pro-bono financial planning opportunity that fits within your time, skills and passion? This webinar will introduce you to representatives from several NAPFA Consumer Education Foundation (NCEF) pro-bono partners who will review their programs, recipient profile, time commitments, method of interaction and any resources required. We’ll also hear testimonials from financial advisors who have advised pro-bono with these charities.
Learning Objectives
  1. Pro-bono opportunities available through the NAPFA Consumer Education Foundation and externally.
  2. A description of the pro-bono clients served and any special challenges with each volunteer opportunity.
  3. The length of commitment and method of engagement required by each program.
  4. Preparation and resources available to complete the pro-bono advising.
Summary
Availability: On-Demand
Expires on Feb 15, 2023
Cost: FREE
Credit Offered:
1 NAPFA CE Credit
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