Certified Financial Planner Volunteer

Provide free individualized financial guidance to low- and moderate-income community members with Prepare Prosper. We are an economic justice nonprofit based in Minnesota that works to build financial health and provide access to free tax and financial services. Volunteers will schedule one-time phone or virtual consultations with Prepare Prosper customers.

Financial Planners who volunteer with us gain valuable experience working with diverse communities and receive training on the economic challenges PP populations tend to face, in order to communicate with equity and respect in mind. Spanish speakers especially encouraged to volunteer! Skills Required: Be a Certified Financial Planner™ professional in good standing with the Certified Financial Planner Board of Standards Ability to communicate with participants via phone and/or virtually Enjoy working within a racially and socio-economically diverse population Basic computer proficiency English proficiency required; additional language capacity appreciated The time commitment is approx. 2 hours per week between the end of January and the end of May, which comes to approx. 35 hours total.

Consultations are 30-60 minutes. Apply here! https://www.volgistics.com/appform/283310136 Questions? Email [email protected]