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 Judy Volkmann here and about the runner-up team of planners from the University of Georgia here.
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 financial-planning.com and FoundationForFinancialPlanning.org.
The deadline for nominations is May 18, 2018.
- 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 the nomination form.
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 this secure online form. Advisors may nominate themselves. We recommend gathering material offline first, and then cutting and pasting answers directly into the online form. Partially completed submissions may be saved in the system until ready to submit.
Please direct questions to firstname.lastname@example.org.