Meeting/Event Information

This course helps financial planners understand the basics of providing pro bono services to underserved members of the community. FPA requires that all members complete this course before providing any pro bono services. Lunch will be provided. 

Errors & Omissions Insurance

FPA provides Errors & Omissions (E&O) Insurance 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.