Financial Planning Association

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Policy Statement for the Association that clarifies FPA’s commitment to pro bono financial planning and that it is central to fulfilling our Primary Aim: To elevate the profession that transforms lives through the power of financial planning.

FPA Pro Bono Vision Statement: To create a world in which every individual and family has access to the transformative power of financial planning.

FPA Pro Bono Mission Statement: Financial planning is a profession founded on hope and optimism, and the Financial Planning Association is committed to ensuring that the possibility of a brighter future is readily available to all who need these services but cannot afford or access them. The FPA Pro Bono Program connects passionate financial planning practitioners to individuals, families, and communities in need. 

Consumer Access to Pro Bono Financial Planning