The Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Santa Clara Library Financial Planning Day. The event will be an in-person event and available to the entire public.

 

Please note that per the FPA of Silicon Valley guidelines, Financial Counseling Volunteers must be CFP®  professionals and members of an FPA chapter. (Logistics Volunteers do not have to be.) Advisor volunteers are required to complete a one-hour online FPA Pro Bono Financial Planning Training course in order to be covered by the FPA E&O Insurance program (It is free and offers 1 hour of CE) 

Here is the link to the course: 

 

https://fpalearning.onefpa.org/products/pro-bono-financial-planning-training-course

 

Logistics volunteers will help get attendees checked in and assigned to planners and ensure that meetings are on time to get all attendees a chance to meet with a planner. Logistics volunteers can sit in on the one-on-one sessions if time permits to listen and learn how an experienced planner gives advice. It is an excellent opportunity for logistics volunteers to see and experience how planners may approach many kinds of financial issues that arise.

 

Thank you for your time, and if you have questions, please get in touch with the event organizer,Amado Rivera, via email: amado.rivera@rbc.com