Profitable Purpose Through ProBono Practice

1 Hour CFP®, CIMA®, CPWA®, RMA®

Earn Financial Advisor CE Credits and Free CFP CE Credits with our course on pro bono financial planning. Make a difference while enhancing your advisory skills.

The CFP Board recently announced a resolution advocating for financial planners to commit 20 hours a year to the provision of Pro Bono. Why? This course examines the value of pro bono work in terms of both profit and purpose, exploring how it simultaneously expands professional competencies and elevates our tradition of providing critical services.

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Free CE Course

Course Details

4 Chapters
4 Videos
1 Quiz
50 Minutes
1 CE Credit

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Who Is This For?

Financial advisors seeking to enhance their skills while giving back through pro bono financial planning, aligned with CFP®, CIMA®, CPWA®, or RMA® certification goals.
Advisors looking to integrate purpose-driven work into their practice while simultaneously improving professional competencies and business growth.
Professionals aiming to use pro bono services as a strategic advantage to attract top talent and reignite purpose in their profit-focused firms.

What Will I Learn?

Examine how pro bono service updates financial planning skills, catalyzes fulfillment, and enhances well-being.
Gain insight into the strategic advantages that pro bono offers, to reignite purpose in a profit-driven culture.
Discover an easy path to capitalizing on the value of pro bono services, and sharpening competitive advantage in recruiting the brightest, new talent.

Course Curriculum

Money Can't Buy You Happiness

The Case for ProBono Planning

The Impact of Your Work

Why Does it Matter?

Continuing Education Quiz: This course qualifies for 1 hour of CFP, CIMA, CPWA, RMA continuing education credit. To receive the credit, you must take the assessment and receive a grade of 70% or higher.

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Why Orion Advisor Academy

With free continuing education courses that range in topics from investment management, behavioral finance, practice management, client experience, and more, you have everything you need to learn and grow your business.