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Pro Bono Power: Delivering Financial Planning Advice with Empathy
Course Information
Content Level: Intermediate
NAPFA Subject Area: A - Financial Planning Process
Course Description

This transformative webinar is designed to equip financial planning practitioners with the knowledge and sensitivity to serve low-income families effectively. The training will provide insights into the unique challenges these families face, and how to navigate conversations around racial, ethnic, income, and citizenship issues. The goal is to prepare advisors for pro bono work that truly makes a difference. Learn to bridge the gap and foster financial empowerment for all.

Learning Objectives
  1. Learn techniques to enhance empathy and communication skills, enabling advisors to build trust and effectively engage with clients from diverse backgrounds.
  2. Understand strategies to incorporate cultural sensitivity into their financial planning advice, ensuring their recommendations are respectful and relevant to the client’s cultural context.
  3. Gain knowledge of best practices for delivering pro bono financial planning services, including how to navigate common ethical dilemmas and maintain professional standards.
Speaker

Saundra Davis, MCC, FBS®, MSFP 

Saundra Davis, MCC, FBS®, MSFP, founder and executive director of Sage Financial Solutions in Pinole, California, is a renowned financial planner, educator, and coach with over 20 years of experience helping people achieve financial stability and prosperity. Her “Continuum of Financial Wellbeing” framework ensures access to competent and ethical personal finance support for all, regardless of income or wealth. Saundra has trained over 2,500 professionals through her programs and Financial Fitness Coach certification, contributing to healthy financial habits and sound financial decisions.
Summary
Availability: On-Demand
Access expires on 12/31/2025
Cost: FREE
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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