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Pro Bono Volunteering

Begin your journey today!

CFP® professionals across the country provide free, no-strings-attached, financial advice to underserved people in need. Pro bono financial planning helps people take control of their financial lives and has a positive impact on individuals, families and communities — and elevates and enriches the financial planning profession.

Through our partnership with the Foundation for Financial Planning, CFP Board’s Pro Bono Initiative connects expert CFP® professionals to those people, families and communities in crisis or need.

Get Started with Our Pro Bono Guide Already Started? Report Hours
HELPING THE UNDERSERVED

Report Your Pro Bono Hours Today

Are you one of the thousands of CFP® professionals across the country already providing pro bono financial planning?

Report your pro bono hours through the convenient reporting tool in the “My CFP® Certification” section of your online CFP Board account.

Report Your Pro Bono Hours
Pro Bono badges


We reward your service

You've earned it.

While serving people who are in need is reward enough, CFP Board wants to recognize your hours of service with Pro Bono Badges.

Receive a badge based on your hours served: 20+, 60+ or 100+ hours and proudly add your badge to your email signature.

Report Your Pro Bono Hours
Pro bono challenge certificate

100k Pro Bono Challenge 2024

Be a part of CFP Board's 100K celebration! CFP® professionals volunteered 312,237 pro bono hours in 2023. In honor of surpassing 100,000 active CFP® professionals in 2024, we are challenging CFP® professionals to volunteer more than 412,237 hours in 2024. Everyone who participates will receive a digital certificate of participation in early January.

  • Must be a CFP® professional
  • Must volunteer at least one hour in 2024
  • Must report your hours by midnight on Dec. 31, 2024
Report Your Pro Bono Hours

2023 Pro Bono Volunteer Stats

Engagement
Engagement
16%
of CFP® Professionals Involved in Pro Bono Volunteering
INCREASE
INCREASE
15%
Increase in Participation from 2022
Reported
Reported
15,504
CFP® Professionals Reported Pro Bono hours
Mike L.
Cancer Survivor | Pro Bono Client

“Everything we worked so hard for came crashing down. We had medical decisions to make, and the last thing we were thinking about was paying the bills, but they were still there. They don’t go away. We were overwhelmed.”

Michael V.
Veteran | Pro Bono Client

“I feel a big weight off my shoulders… I am a single father of three; to be able to have my finances in order and not have to worry, that is the biggest thing.”

Amey
Small Business Owner | Pro Bono Client

“Britepaths saved my life. Last year was a disaster and I really want to thank Dennis. He taught me how to spend what money we have in the right way.”

Sign Up for Our Pro Bono Newsletter to Get the Latest Updates

Sign up for our quarterly newsletter to get the latest updates, information and opportunities from CFP Board related to pro bono volunteering.

Have general questions about pro bono financial planning? Email us at probono@cfpboard.org.

*Testimonial quotes above provided by the Foundation for Financial Planning*