NCEF is fulfilling its mission by guiding pro-bono planners to the partners below:

Building Homes for HeroesBuildingHomesforHeroes

NAPFA volunteers provide one-on-one counsel to disabled veterans who are new homeowners and need to plan to ensure a successful future. Watch this brief video of a Chicago-area Veteran receiving a mortgage-free home through Building Homes for Heroes:






The Pro bono advisor meets with the veteran monthly or bi-monthly for up to two years either in-person, phone or virtually depending on proximity.

An Impact Story of Veteran and Advisor:

The impact and results of a veteran-advisor pairing under the Building Homes for Heroes and NCEF partnership is inspiring as we see below with Army Sergeant Jorge Sepulveda and NAPFA member, Holly Donaldson, CFP® providing pro-bono advising.

“Holly challenged us to improve ourselves, to save money, to make smart and savvy financial decisions. Building Homes for Heroes and the NAPFA Foundation are life changers.  We veterans need help. It’s so important to get the financial guidance that a financial advisor can provide us.“  Army Sergeant Jorge Sepulveda, Building Homes for Heroes recipient

“My basic ability to coach this veteran through saving, spending and now investing is all they really needed to give them confidence. The fact that I played a little part in that is very satisfying.”  Holly Donaldson, CFP® NAPFA Member


“Adopt a Veteran”

Click HERE to see the Hero Profiles of veterans currently in need of pairing with an NAPFA CFP®.


If you are interested in helping these veterans click the “Sign up to Volunteer” button below. For more information email Rob Harkey, NCEF Program Coordinator at or call (847) 483-5400 ext. 106 with questions.




Money Smart Week

For the third year the NAPFA Consumer Education Foundation (NCEF) was selected as a National Partner with Money Smart Week. 


Empower your community with skills to make better-informed personal finance decisions.  Give back and present April 4-11, 2020.


It’s easy and fun!  Look at the New, Exciting Programs and Competitions:


Register Now and Order Your Materials:  Just follow these steps.

  1. Register at and select “NAPFA Consumer Education Foundation”

  2. Choose a MSW program—Registration opens in December

  3. Order books and materials by February 15th—Limited quantities!

  4. Reserve your venue and promote with free marketing materials

  5. Teach, feel good and report your program success

  6. Contact Rob Harkey, NCEF with questions







RESOURCES for Pro-Bono Advising

Use these Pro Bono Resources (click here) to help in your volunteer efforts.


NCEF One Hour Challenge–Report Your Pro Bono Efforts

After you’ve provided your pro-bono services, please follow this link to let us know where you volunteered. We achieved our inaugural goal of 3,000 hours and now our 2020 goal is to exceed 6,000 pro-bono hours!








Other Volunteer Opportunities

If you’d like to volunteer your time specifically towards developing NCEF and its resources, learn how you can serve as a NCEF Board Member or Committee Member.

Savvy Ladies

Financial Planning for Cancer Program

Every day, people who are battling cancer make dangerous decisions like skipping a chemotherapy appointment so they can afford to feed their families. They often suffer financial distress that adversely impacts their ability to complete treatment and decreases their chance of survival.

  • 37% cut back on groceries
  • 35% deplete their savings
  • 24% borrow against their retirement savings
  • Cancer patients are 2.65 times more likely to go bankrupt

The Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit charity solely devoted to supporting the delivery of pro bono financial planning to people in crisis or in need, is focusing on addressing the complex and often overwhelming challenges that come with a serious cancer diagnosis. The Financial Planning for Cancer Program, developed in partnership with the Financial Planning Association (FPA) and non-profit Family Reach provides cancer patients and their caregivers with financial planning and education to help mitigate the financial risks associated with treatment.

We are currently working with NAPFA to recruit volunteers for this program. If you are a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), then you have the opportunity to lend your skills and knowledge to help patients manage their finances so they can focus on getting well. 

Please visit to learn more and sign up today. For questions, please contact Rachel Roth at


If you prefer not to commit to a specific program or for an extended period of time, one-off opportunities may be right for you.

Contact Rob Harkey, NCEF Program Coordinator at or call (847) 483-5400 ext. 106


NAPFA Consumer Education Foundation
8700 W. Bryn Mawr Ave., Suite 700N
Chicago, IL 60631
(847) 483–5400 ext. 106