TITLE

Pro Bono Advice and New Directions

AUTHOR(S)
Thompson, Duane
PUB. DATE
November 2007
SOURCE
Journal of Financial Planning;Nov2007, Vol. 20 Issue 11, p42
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
27518310

 

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