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Pro Bono Advisor Training and Support
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Advisor Training and Support

 

About our history

The Pro Bono Committee actually predates the Financial Planning Association of New York and was a keystone in the foundation of the chapter as several predecessor bodies united to form the FPA of NY. Judith Volkmann, JD, CFP, tells the story in a short video clip here: https://vimeo.com/157087567

 



The FPANY Pro Bono Committee is among the most active in the entire Financial Planning Association with over 20 community-based organization partners and 100+ advisor members.

About our members

We currently have a pool of approximately 100 members from which we draw participants to present workshops or to work individually with clients on financial counseling issues. The Committee has CFP® certificants and financial planners with a wide range of experience. New planners can receive relevant work experience credits for their work with the Pro Bono Committee.

Training

The committee encourages new members to gain experience through a process of training, observation, and hands-on experience. Prior to presenting, three required elements should be completed:

  1. A monthly Pro Bono Boot Camp is offered on an on-request basis on the Monday following each month’s meeting from 5:30-6:30pm via phone conference.
  2. A separate one-hour video viewing online followed by an online quiz yields one CE for CFP® certificants, required to be added to the chapters Errors & Omissions insurance coverage.
  3. New members gain valuable experience and they often start by observing an experienced planner conduct a workshop or an individual financial planning session. Typically new members observe two sessions before presenting on their own. New planners are supervised by an experienced CFP® certificant.

In addition, the FPANY Toastmasters Club meets directly after monthly Pro Bono committee sessions from 7:00-8:30pm to help advisors to improve their public speaking and presentation skills.

Committee Meetings

On every third Wednesday of the month (except July), the committee brings in allied professionals who are experts in their field to provide education on relevant topics facing the low-income, low-asset publics we serve. Collateral materials are posted on our website when available. It is possible to participate via conference call, RSVP to Pro Bono Director Thom Chu at thom@tkchulaw.com for instructions.

Please check our Calendar of Events for the upcoming Pro Bono Committee Meetings. Click here for the FPANY Calendar of Events.


 

CONTACT FPANY

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Financial Planning Association of New York

551 Valley Road #358
Upper Montclair, NJ 07043
Email: info@fpany.org

Phone: 877-77-FPANY or 877-773-7269

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