Financial planning program recognized for pro bono work

March 1st, 2019 Contact: Joseph Goetz  |  706-542-2066  | More about Joseph

The FACS financial planning program has been named the recipient of the inaugural CFP Board and Foundation for Financial Planning Excellence in Pro Bono Award.

The award is given to a university or college exhibiting a commitment to the community.

The award was announced at the 2019 CFP Board Registered Program Conference on Feb. 21. The department will receive a $5,000 grant, sponsored by Dalton Education, to be used toward future pro bono activities.

“We are very grateful to receive this inaugural award and thank both CFP Board and the Foundation for Financial Planning for their dedication to the education of the next generation of financial planners and to the advancement of pro bono financial planning,” said faculty member Joseph Goetz, co-founder of the department's pro bono financial planning program. “Our students are choosing the path of becoming financial planners because they want to help people. Serving their communities through pro bono work demonstrates their commitment to helping those in need. For the past decade, the UGA ASPIRE Clinic and VITA program provided unparalleled experiential learning opportunities for our students and increased the financial stability and capability of thousands of individuals and families. The University of Georgia’s financial planning program is committed to continuing to be a leader in experiential learning and pro bono work and helping many more people in the decades to come.”

The full release can be viewed here.

The news also was picked up by Financial Advisor Magazine.

Categories: Financial Planning, Housing and Consumer EconomicsUndergraduateFinancial PlanningFinance
Tags: vita, tax, pro bono, financial planning magazine, financial planning, community, cfp board


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