FPA of Central Ohio participates in various Pro Bono opportunities throughout the year. If you are interested in getting involved, email our Director of Pro Bono, Candace DeLuca at candace@delucafinancialstrategies.com and view opportunities below. 

Upcoming Pro Bono Opportunities

The Pro Bono Committee of the FPA of Central Ohio is excited to share these upcoming volunteer opportunities with you! 

We encourage you to consider sharing your passion for financial planning through our pro bono efforts as part of your practice this year. FPA of Central Ohio continues to have a fulfilling relationship with New Directions Career Center. The center works with their members to achieve a fresh start at a new life in a rewarding, successful career.

As many of our members can attest, these are wonderful experiences. Past participants that received coaching have expressed their gratitude; feeling much more confident about their financial situations. Please note that you must be a CFP® to participate.

1:1 Support with New Directions Career Center

In these 3-hour sessions, you would provide pro bono advice on a variety of topics – cash flow management, debt consolidation, education funding, etc. for 1/2 hour per participant. Volunteers should plan on remaining flexible depending on what the needs of the clients may be. Depending on the size of those groups, we may need 2-3 volunteers for each of the dates below.

The shifts will be from 9:00am-12:00pm on:

• Wednesday, February 26, 2025
• Wednesday, July 23, 2025
• Wednesday, October 15, 2025

SIGN UP HERE FOR 1:1 SESSIONS

3^rd Annual Financial Literacy Class

In coordination with New Directions Career Center (NDCC) and Working in Support of Education (MoneyW!se), FPA of Central Ohio presents the 3^rd Annual Financial Literacy Class.

45-55% of the women at New Directions Career Center have experiences domestic violence, and 25% have experienced homelessness. This is an opportunity to give back to these individuals utilizing your expertise.

Our next class at New Directions Career Center will be held every Monday and Wednesday beginning March 24 through April 16, which is 8 sessions over 4 weeks. We will need volunteer CFP® instructors for all sessions and all volunteers are encouraged and welcome to come back for "graduation" on the last day.

The classes will be held at New Directions Career Center, 2760 Airport Dr, Ste 125B, Columbus.

We would like CFP® volunteers to teach a minimum of 2-3 sessions during the 4 weeks to allow some trust building between participants and volunteers. The curriculum outline can be viewed here. Candace DeLuca will forward the individual Power Point presentations to volunteers for each class once you sign up.

The shifts will be from 9:30am – 12:00pm on:

• Monday, March 24, 2025
• Wednesday, March 26, 2025
• Monday, March 31, 2025
• Wednesday, April 2, 2025
• Monday, April 7, 2025
• Wednesday, April 9, 2025
• Monday, April 14, 2025
• Wednesday, April 16, 2025

SIGN UP HER FOR LITERACY CLASSES

About Pro Bono Programs

MoneyW!se Program

Financial literacy programs are effective in helping domestic violence survivors and at-risk women increase their financial knowledge, build their confidence about managing their finances, and improve their financial behaviors. Yet, despite the compelling evidence, there is a scarcity of relevant financial education programing. In the most recent annual “Domestic Violence Counts” census, 400+ DV
service providers report that financial assistance and education are unmet needs. 

We created MoneyW!SE in 2009 to address this need. Through the program, we offer a multiple session course on personal finance. In the first session, participants take our pretest to benchmark knowledge prior to instruction; on the last day, they take the W!se Financial Literacy Certification Test. Those passing become Certified Financially Literate – a credential that can help them in their search for work.

We provide clients who register in a MoneyW!SE course with:

1. 90-120 minutes of instruction for 10-12 sessions
2. Lesson materials, available in English and Spanish
3. W!se’s Pretest and Certification Test
4. The W!se CFLTM credential when they pass the Certification Test
5. The CFLTM Certificate for clients who pass the Certification Test and the Certificate of Completion for all.
6. An end-of-course recognition ceremony to celebrate clients’ achievement and hard work
7. A light dinner for clients and their children prior to each class
8. Childcare during each class

Instruction by Volunteers:
We work with volunteers who deliver the classroom instruction. Volunteers present each class covering different personal finance topics including goal setting and budgeting, credit repair and debt management, insurance, investing, rent or buy, taxes, wills, kids and money, banking, paychecks, retirement planning and course review. W!se provides activity worksheets and PowerPoints for every class.