Certificant Connections

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