Pro Bono For Volunteer Advisors
How can You, as a Financial Planner help?
The FPA of Nebraska is excited to begin offering Pro Bono events to help out our community and we would love for you to get involved! See below for a variety of resources, along with the training necessary to participate.
Volunteer training
Learn what it takes to be a pro bono volunteer. Click here to get started.
Errors & Omissions Insurance
FPA provides Errors & Omissions (E&O) Insurance up to $2 million for each erroneous act for FPA members while conducting pro bono financial planning. You must be a current FPA member, qualify to volunteer per the FPA Pro Bono Eligibility Policy, adhere to all pro bono policies and guidelines, and work on behalf of an FPA pro bono program to be eligible. For questions, or to request a copy of the full policy, please contact FPA's Pro Bono Director at [email protected].
Resources for Volunteers
- FPA Pro Bono Eligibility Policy
- FPA Pro Bono Guidelines (every volunteer must read and comply with these guidelines.)
- FPA Pro Bono FAQs
- FPA Pro Bono Letter of Engagement (revised 9.12.18 - military and all populations)
FPA also recommends and refers members to our partner organizations for resources, including:
National Endowment for Financial Education (NEFE)
Consumer Financial Protection Bureau (CFPB)
Foundation for Financial Planning (FFP)
Got questions?
Email us at: [email protected]
