Atlanta, Ga. (Oct. 1, 2003) -- The Financial Planning Association and the Foundation for Financial Planning are forging closer ties in an effort to foster better public understanding of the value of financial planning.
FPA will include an opt-out contribution of $10 per member on its membership applications and renewals to help defray Foundation operating costs, while the Foundation will provide ongoing support to the pro-bono programs and disaster relief efforts of FPA’s National Financial Planning Support Center. The National Financial Planning Support Center, created in response to the terrorist attacks of Sept. 11, includes online resources, financial planning tools, a speakers bureau, literature on financial planning topics, a referral service for locating CFP professionals and pro-bono consultations for those in need.
“Both organizations recognize that we have a shared vision of helping the public reach their financial goals and dreams,” said Bill Carter, Foundation for Financial Planning Board of Trustees Chair. “We can accomplish far more by working together than we could separately.”
Separately, the FPA Board passed a resolution affirming the importance of making pro-bono financial planning services available to eligible recipients in times of disaster and for other identifiable needs. In its resolution, the Board affirmed the need for FPA and its affiliated chapters to cooperatively adopt model pro-bono guidelines and encouraged all FPA members and chapters to actively participate in public service.
-- WebCPA staff
