Give Back!
Volunteering with FPA's Pro Bono & Community Outreach

How Can We Help?

The Financial Planning Association® (FPA®) is dedicated to helping the less fortunate in our communities by providing free, objective financial planning services to eligible individuals and families through its pro bono program. These services will be delivered by members through partnerships between their FPA chapter and certain non-profit community-based organizations (CBOs).

What services are available?

Seminars and workshops via community-based organizations:

  • Basic financial literacy
  • Budgeting
  • Debt management
  • Understanding insurance
  • Building savings

FPA volunteers provide unbiased financial advice with no sales or promotion of products or services. They do not sell products or services while engaged in pro bono activities.

Recruiting

If you are an FPA member interested in using your financial planning skills to serve our community, and in helping to coordinate these service opportunities, please email [email protected].

Current Organizations We Work With

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Bradley Angle’s mission is to serve all people affected by domestic violence. They provide those experiencing – or at risk of – domestic violence, with safety, education, empowerment, healing, and hope. This often includes financial education and counseling, which is where pro bono financial planners can help.

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Junior Achievement of Oregon and SW Washington is a nonprofit organization that partners with schools and businesses to provide business, economics and life-skills programming for youth. They have a variety of workshops and volunteer opportunities. These are accompanied by volunteer trainings.

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Financial Beginnings Oregon is a nonprofit organization that provides free financial education programs to schools and community organizations statewide. Financial Beginnings makes it easy for you to get into the classroom, by providing all of the curriculum and resources for teaching the workshops. The Volunteer Orientation webinar will provide you with all of the information, tools, and resources necessary to feel prepared to get out into the community and empower students and adults through financial education.

Upcoming Events

  • Bradley Angle Economic Empowerment Program – Making Cent$ Class. Every other month. 1.5 hour commitment.
  • Junior Achievement Biz Town – Training and Volunteering from October – mid-June. 6 ½ hour commitment (one day).
  • Junior Achievement Finance Park – Training and Volunteering February and May. 6 hour commitment (one day).
  • Financial Beginnings – Classroom volunteering year round. To sign up for a training webinar click here. To attend an in person training session email please email Priscilla Wagner, Program Director, at [email protected] and mention you are a member of the FPA.

If you are interested in any of the above opportunities, please email [email protected] and we will contact you.

Resource List

http://www.plannersearch.org/financial-planning/

How can I get assistance?

Email us or call us at (503) 286-8350.


Get involved!

To get involved, contact Oregon & SW Washington FPA by clicking here. Provide us with your contact information and one of the committee members will contact you. Please review the FPA pro bono guidelines in the links below. These are documents that you will need to review and execute with a pro bono client during your consultation.

Jessica Richey
Pro Bono Director Email
FPA ProBono Guidelines

National FPA Pro Bono Program