Current Pro Bono and Community Outreach

ProBono Opportunities:


The FPA of Southwestern Ohio offers it members many pre-organized charitable opportunities to serve the public. Here is a few that we have planned for the year that are easy to implement, but can give you great satisfaction and media/marketing benefits to your firm.

Throughout the year, we will pass onto our members announcements from local community service organizations and other professional societies that are offering community service opportunities of interest.  Contact

FPA of Southwestern Ohio promotes these opportunities for Members to
provide community outreach.

The following Community Service Opportunities provide members the opportunity to share their talents and time with the greater Cincinnati and Dayton communities.  The FPA encourages members to seek out the facilitators for these activities for both yourself and your staff.  These are another way that our Chapter and its Members make a difference in the Miami Valley.

Full Scholarship to a Keir Educational Resources Review
Class for the CFP® Certification Exam

Please see below for Keir’s 2013 Review Class Schedule for the CFP® Certification Exam and Keir’s 2013 FPA Scholarship Application. As a reminder, Keir will provide one scholarship per FPA chapter per exam cycle. Student chapter members are also welcome and encouraged to apply. 

The winner may choose any Keir Instructor Led Live Class, Keir’s 5 Day Virtual Class or Keir’s 10 Week Virtual Class. The scholarship includes class tuition and Keir’s basic review package. This prize has a retail value of $970. Class dates and locations are also available on our website at

Scholarships are awarded based on merit, with consideration given to career goals and any honors received. Please share this information with your members who will be preparing for the exam this year. 

Have questions?  Please contact us.

Shannon Bryant


Phone:  800-795-5347, ext. 107


Click here to apply

Click here for the class schedule


United Way looking for help with the  Free Tax Assistance Program:

The United way has been a  community partner to the Greater Cincinnati for many of our Pro Bono projects.  Therefore, we are sharing with our members  this  volunteer request  from the United Way  in support of the  VITA   Program that the organization does  as a partner  with the IRS.

Click here to download the Volunteer Information Flyer.

Battered Women's Shelter:

Participate in the education program they have set up, to help women regain control of their lives.  Group presentations, as well as working with individuals.  Generally lower socio-economic level.

To assist with this initiative contact:
Nathan Duncan

Women's Crisis Center:

We have an ongoing need for speakers every month.  If you are interested in volunteering, please contact Nathan Duncan, 513-830-1151.

Junior Achievement:

The FPA of Southwestern Ohio has had a long-standing relationship serving the Cincinnati and Dayton Community through Junior Achievement.  Please review their website ( 

Academy of Finance:

Work with high school students interested in a career in financial planning.  Through the National Academy Foundation (, the Academy of Finance prepares students for post-secondary education and career opportunities in the financial services industry.  Become a mentor or provide internships to these future CFP® candidates!

These organizations welcome the opportunity to talk about how our chapter can help.



Past Pro Bono and Community Outreach