Now in its eighth year, the Financial Planning and Foundation for Financial Planning Pro Bono Awards recognize the community service work of advisors who have contributed their time and talents to helping those in need take control of their financial lives. Nominations are now open for 2018 honorees.
The Pro Bono Planner of the Year award is presented to an advisor in recognition of his or her significant volunteer contributions to a nonprofit or social service organization. Read about last year's winner
The winner’s charity will receive a $5,000 grant, provided by the Foundation for Financial Planning, and will be announced alongside a runner-up in the August issue of Financial Planning and online at
The deadline for nominations is May 18, 2018.
ELIGIBILITY GUIDELINES
- Nominees must be active, or retired, financial planners (e.g., CFP), registered representatives (e.g. Series 7) or registered investment advisors.
- Volunteer involvement with the nonprofit organization must be current and ongoing as of the last 12 months.
- Activities must have included one-on-one pro bono financial advice and guidance for underserved populations (e.g., low income, college students, social service agency clients, military personnel/veterans and families, individuals in a crisis situation such as domestic violence survivors, people affected by a natural disaster, serious medical diagnosis, bankruptcy, etc.).
More details about the nominations can be found in
Officers from the Foundation for Financial Planning and editors from Financial Planning will review eligible submissions and evaluate nominees.
Please nominate your candidate(s) by filling out
Please direct questions to fpeditor@sourcemedia.com.
