Planner Registration - Pro Bono and Public Awareness Event

  • Saturday, April 11, 2020
  • 7:00 AM - 1:00 PM
  • Rio Salado Community College Conference Center: 2323 West 14th Street, Tempe, AZ 85281

Call for CFP(R) Professionals & Event Volunteers

We will come together to offer public awareness workshops and 1:1 Pro Bono financial planning (30 minute sessions) to community members seeking financial planning assistance on Saturday, April 11, 2020.


Your commitment includes:

  • 45 min Info/Training Q&A Conference Call (call to be scheduled).
  • You commitment to view the 60 minute on line training course in advance (1 hour CFP CE credit)
  • Your Signature on a Pro Bono volunteer agreement
  • Approximately 4 hours of availability on Saturday to provide Pro Bono financial planning to community members seeking your help or host a Public Awareness workshop.



Notes: 

If you are a CFP(R) professional, but not an active chapter member, you are more than welcome to offer your skills and time for this event.  Our intention is to serve our greater community and to showcase the value of financial planning and our ability to transform lives.

If you are not a CFP(R) professional, but you would like to assist, there are volunteer opportunities that do not include offering 1:1 Financial Planning advice. Your time and talent will be welcomed and well utilized.

Ready to help spread the word? 
click below for a downloadable event poster:



Foundation for Financial Planning Pro Bono Course Link


FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Email Us: info@fpaofphoenix.org

Office Hours:
Mon-Thurs: 9:00AM - 5:00PM
Fri: 9:00AM - 1:00PM
Phone: 480-483-9035
Fax: 480-922-5283


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