Giving back to our community is at the heart of what we do. FPA of Central Ohio is proud to connect our members' financial expertise with local organizations to empower individuals in need and help build a  strong financial future.

Interested in getting involved? Please contact our Pro Bono Director, Wendy Keeler, at wendy@tri-oakpwm.com.

The Carmela Foundation

The Carmela Foundation empowers middle- and high-school students to pursue their goals by developing strong personal financial management skills. Through this program, financial professionals have the opportunity to help young people build confidence, understand their financial choices, and develop habits that can serve them throughout their lives. Learn more about The Carmela Foundation

Share Your Expertise

Financial professionals are invited to bring real-world financial knowledge directly to students through interactive 45-minute sessions covering budgeting, saving, and credit.

All instructional materials are provided, allowing volunteers to focus on connecting with students and sharing their knowledge and experience.

Flexible, low-commitment opportunities include:

• Three (3) 45‑minute classes
• Weekday evenings from 5:00 PM–7:00 PM
• Virtual or in-person participation
• Option to teach one class or the full series
• Monthly sessions offered throughout the year

📝Sign Up to Volunteer

New Directions Career Center

At New Directions Career Center (NDCC), 45–55% of the women served have experienced domestic violence, and 25% have faced homelessness. Through our partnership with NDCC, FPA of Central Ohio members provide financial guidance and education to help individuals work toward greater financial independence. Learn more about New Directions Career Center

1:1 Financial Guidance Support

Share your expertise through 30-minute, one-on-one virtual financial guidance sessions with individuals seeking support through NDCC. These sessions provide an opportunity to offer practical support in areas such as cash flow management, debt strategies, and education funding. Please Note: Volunteers must hold the CFP® designation.

Upcoming Session:

Wednesday, November 18 - 11:00 AM | 11:30 AM | 12:00 PM | 12:30 PM | 4:00 PM | 4:30 PM

📝Sign Up to Volunteer

Annual Financial Literacy Class

In partnership with New Directions Career Center (NDCC) and Working in Support of Education (MoneyW!se), FPA of Central Ohio hosts its Annual Financial Literacy Class each March. The class uses W!se’s proven MoneyW!SE curriculum, created in 2009 to address the lack of financial education available to vulnerable populations, and provides participants with practical financial knowledge and skills they can apply to their everyday lives. 

Please Note: Volunteers must hold the CFP® designation.

Class Details:

• Ten (10) in-person classroom sessions, each lasting 90 to 120 minutes
• Lessons covering goal setting, budgeting, credit repair, debt management, banking, paychecks, rent or buy, investing, taxes, insurance, wills, kids and money, retirement planning, and course review
• Lesson materials available in English and Spanish
• Light dinners for clients and their children
• On-site childcare during every class
• A pretest at the beginning of the program
• The W!se Financial Literacy Certification Test on the final day
• A Certified Financially Literate credential for participants who pass the certification test, supporting their employment search
• A Certificate of Completion for all participants
• An end-of-course celebration ceremony

Sign Up to Volunteer

Check back for the 2027 Annual Financial Literacy Class dates to be announced!