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Join Investopedia’s free Advisor Insights platform to share your professional expertise while supporting pro bono financial planning. Learn more about how you can help unlock a five-figure contribution to the Foundation for Financial Planning in just a few easy steps!

We Did It!


Thank you to the generous donors who together contributed $575,000 as part of our ambitious 2016 matching campaign, with all gifts matched dollar-for-dollar by the Charles Schwab Foundation. These critical funds will allow us to significantly increase our impact…

2016 Financial Planning Days

Thank you to the FPA Chapters that participated the 2016 Financial Planning Days Program! Over two thousand people attended events throughout the month of October.

Giving pro bono financial advice can provide hope in these divided times


This has been a crazy year. The election divided the nation as the candidates argued over who could best champion the interests of the middle class, especially those who are struggling economically and feel left behind by…

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Charles Schwab Foundation Offers Dollar-for-Dollar Match for Pledges $5,000 and Above


Bernie Clark – Executive Vice President of Schwab’s Advisor Services and Chair of the Foundation for Financial Planning – announced that through the end of the year, the Charles Schwab Foundation…

Be Our Guest – Emily Chiang, CFP®, Business Consultant

I.  Session Topic and Overview Selling Your Practice: A Step-by-Step Succession Planning Process & Procedure Do you need to sell your financial advisory business because you are approaching retirement or another life change? Emily M. Chiang, CFP®, MBA…

Be Our Guest – Susan Zimmerman, LMFT, ChFC, CCTP

I.  Session Topic and Overview Mindful Asset Planning: How to ACE the Hard Part of Soft Skills in Financial Planning Traditionally, financial planning has been thought of as a left-brain analytical, numbers-oriented process, with education and training focused…

Be Our Guest – Bill Carter, CFP® Certificant, CLU®, ChFC

Session Topic: Top Mistakes Planners Make in Starting/Building a Financial Planning Practice Learn some of the top mistakes to avoid and the building blocks of excellent financial planning. Bill Carter and his team share their expertise to help…

Virtual Be Our Guest Session – Yeske Buie with Yusuf Abugideiri, CFP®, Lauren Grove, CFP®

I.  Session Topic and Overview Yeske Buie: Safe Spending Policies In Action A Yeske Buie Client once said, “Wow, I’ve had so many advisors over the years tell me how to put money INTO my portfolio.  But I’ve…

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