Pro Bono Financial Planning Awards

Financial Planning Pro Bono Awards
Presented by the Foundation for Financial Planning & Financial Planning

The 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 finances.

Financial Planning will announce the honorees in August.

Nominate an advisor or team of advisors for their
outstanding pro bono achievements today!

Deadline: May 29, 2015

  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.

  Activity must have included pro bono advice and/or financial life skills initiatives for underserved populations.

    Guidelines and eligibility requirements

Planner of the Year   Team of the Year
Presented to a financial planner who has made a significant contribution by providing pro bono financial planning services.

  Presented to a group of financial planners (office, practice, chapter) that has made a significant contribution by providing pro bono financial planning services.

Judges will review eligible submissions and evaluate nominees. Finalists will be selected based on the following criteria:

  Reach: How many individuals have been served? When did the activity begin, how long did it take, and how often does it occur?
  Results: How has the impact changed the lives of the recipients of the pro bono services? Has the nominee been recognized by others as being dedicated to achieving desired results through pro bono financial life skills outreach?

Deadline For Entries: May 29, 2015 | Click here to submit a nomination.

Questions About Submissions:   Editorial Inquiries:   Sponsorship:
Jim Peniston
Executive Director
Foundation for Financial Planning
email | 770.938.1110
  Rachel Elson
Financial Planning
email | 212.803.8694
  Mike Schott
Financial Planning
email | 212.803.8567
Presented by
Financial Planning   btig








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