Tools for Financial Planning Professionals

Financial professionals work day in and day out helping others meet their financial goals, whether it’s saving for college, buying a house, or planning for retirement. Financial Workshop Kits can help you reach out to a broader community in your pro bono efforts by providing tools and resources to deliver financial education information to underserved audiences. These resources will help you develop a comfort level in working with specialized groups you want to assist, but with which you are unfamiliar. Financial Workshop Kits provides focus and specialization that all financial planning professionals can use to be more efficient and effective in their pro bono work.

Get started with these resources:
Financial Workshop Kits
NEFE Evaluation Toolkit
Smart About Money