Finding Your Best Fit Among Pro-Bono Financial Advising Opportunities - NAPFA Credit Only

A-Financial Planning Process

Panel

Published: 2/15/2022

This webinar is hosted by the NAPFA Consumer Education Foundation (NCEF.) This is a recorded webinar from February 15, 2022.

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:

• Pro-bono opportunities available through the NAPFA Consumer Education Foundation and externally.
• A description of the pro-bono clients served and any special challenges with each volunteer opportunity.
• The length of commitment and method of engagement required by each program.
• Preparation and resources available to complete the pro-bono advising.

Content Level:

Foundational

1 NAPFA CE in A – Financial Planning Process will be posted in your NAPFA CE record after watching this recording.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.