Pro Bono Awards - Financial Planning


The Pro Bono Financial Planning Awards recognize the unselfish efforts of financial planners and advisors who have contributed their time and talents to helping those in need take control of their finances. Honorees will be announced in the August issue of Financial Planning magazine and online at financial-planning.com and foundation-finplan.org. Nominate an advisor or team of advisors for their outstanding pro bono achievements today!
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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, and must have begun in the last 12 months.
•		Activity must have included pro bono advice and/or financial life skills initiatives for underserved populations.

AWARD CATEGORIES

Pro Bono Planner of the Year			Pro Bono Team of the Year
Presented to a financial planner/advisor who has made a leadership contribution to a nonprofit organization by arranging for the group to receive dedicated professional financial services, including pro bono advice and financial life skills.			Presented to a group of financial planners/advisors (office, practice, chapter) for their involvement in providing pro bono advice and/or financial life skills activities to underserved populations in partnership with community-based organizations.
Two awards will be presented in each category – one winner and one honorable mention. Grant awards will be given to the non-profit organization in which the winner and honorable mention are engaged to provide continued support of financial skills outreach.

THE CRITERIA

Officers from the Foundation for Financial Planning and other financial planning organizations will review eligible submissions and evaluate nominees. Finalists will be selected based on the following criteria:
•		Number of individuals served
•		Number of hours contributed to pro bono outreach
•		How the pro bono service has changed the lives of the recipients
•		Whether the activity is replicable in other areas and with other organizations
•		Whether the activity is sustainable without the participation of the nominee/organization

Deadline Approaching | Click here to submit a nomination.

CONTACT

Questions About Submissions:	Editorial Inquiries:	Sponsorship:
Jim Peniston Executive Director Foundation for Financial Planning email \| 770.938.1110	Scott Wenger Editorial Director Investment Advisor Group email \| 212.803.8796	Tim Whiting Publisher Financial Planning email \| 212.803.8579

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