Recognizing Advisers Who Are Making a Difference

Call for Nominations

The Financial Planning and Foundation for Financial Planning Pro Bono Awards recognize the community service work of advisers who have contributed their time and talents to helping those in need take control of their financial lives.

Pro Bono Award

The Pro Bono Planner of the Year award is presented to an adviser in recognition of their significant pro bono contributions to a nonprofit or social service organization.

The winner’s charity will receive a $5,000 grant, provided by the Foundation for Financial Planning, and will be announced alongside two runner-ups in the August issue of Financial Planning and online at financial-planning.com and FoundationForFinancialPlanning.org.

Officers from the Foundation for Financial Planning and editors from Financial Planning will review eligible submissions and evaluate nominees.

For more information and to access the online nomination form, click here

For guidelines and eligibility requirements, click here

Honorees will be announced in the August issue of Financial Planning and online at Financial-Planning.com and FoundationForFinancialPlanning.org. Good luck!

Nomination deadline: May 30, 2017