FPA of Long Island provides Pro Bono opportunities for our chapter members to participate in.  If you want to volunteer as a committee member, presenter, or pro bono planner, you must do the following:  (This new requirement applies even if you have already performed pro bono services on behalf of the chapter)

1.  View and listen to the "Financial Planning Day Boot Camp" program and take the associated exam for 1 hour CE credit.  (Although the program is designed for "Financial Planning Day," completion of the course will qualify you to perform any of our pro bono services.) 

The Instruction Letter will walk you through the Boot Camp Process and includes a link to the program.  The handout materials will give you copies of the slides to the program. 

2.  If you work with a broker-dealer, you should get their permission to do pro bono planning as an outside "business" activity.  Towards this end there are:

     A.  "Sample Broker Dealer Compliance Acknowledgement" and;

     B.  Click here for "Letter of Engagement in Pro Bono Financial Planning" along with the actual "Letter of Engagement for Pro Bono Financial Planning Services." 

Please contact Rich Bergen (516-741-1430) if you should need assistance or would like to learn more about the FPA Pro Bono Program.  Additionally, you can explore some important resources at www.fpanet.org under the "Tools and Resources" tab. 

Click here to view the FPA Pro Bono Program Brochure. 

Click here to view "Eight Questions to Ask a Prospective Partner Organization.