Episode 4: How Financial Planners Can Give Back Through Pro Bono – An interview with Foundation for Financial Planning CEO Jon Dauphiné

Welcome to Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. In this episode, CFP Board takes a quick look at the latest news and trends in the financial planning profession. With interviews and insights from newsmakers and thought leaders in the profession.   Financial planners are known for helping their communities. In this episode, Jon Dauphiné of the Foundation for Financial Planning talks about the benefits of pro bono work, the role of the Foundation and how financial planners can get involved.   Key Takeaways [:20] Dan Drummond welcomes John Dauphiné to the podcast, and asks him to talk about a bit more about the Foundation and its work. [1:17] Is there any training required in order to participate in the Foundation’s activities as a CFP professional? [2:05] John touches on some of the reticences that are heard and if they are really founded. [2:44] Dan asks how people can get involved and what kinds of organizations need help. [4:38] John shares a story of how a CFP professional managed to change a veteran’s life through the Foundation. [6:23] What if someone wants to help out financially? [7:10] Dan thanks John for sharing some of the great work the Foundation does, and for coming on the podcast.   Thank you for listening to another episode of Certificant Connections, for more information, visit our website and check out our blog.   To submit questions, email us at podcast@cfpboard.org.   If you enjoyed the show, we hope you visit iTunes to subscribe, rate and leave us a review.   Join us next time for another edition of Certificant Connections.   Mentioned in this episode Certified Financial Planner Board of Standards CFP Registered Programs Conference Foundation for Financial Planning NAPFA   More about your hosts Dan Drummond is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board)   John Dauphiné was named CEO of the Foundation for Financial Planning (FFP) in January 2016, where he leads FFP’s efforts to power pro bono financial planning by supporting efforts that link volunteer financial planners to people in need, providing them with free, quality advice to improve their finances and their lives. Prior to the Foundation, Jon served 15 years at AARP, an organization with over 37 million members, the last eight years as its Senior Vice President of Education and Outreach.   John Dauphiné at the Foundation for Financial Planning

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