Pro Bono Advice and New Directions

Thompson, Duane
November 2007
Journal of Financial Planning;Nov2007, Vol. 20 Issue 11, p42
Academic Journal
The article discusses the Financial Planning Association's plans to increase community service and pro bono advice among financial planners. The association began a pro bono service in the wake of the terrorist attacks of September 11, 2001, when it provided free advice to families of victims of the attacks in New York City. With funding from the Foundation for Financial Planning, the association is seeking to increase advice for wounded veterans and others. Requirements for financial advice under the U.S. Financial Industry Regulatory Authority are discussed.


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