Common Contracts
2 similar Letter of Engagement contracts
USING THE LETTER OF ENGAGEMENT IN PRO BONO FINANCIAL PLANNINGLetter of Engagement • May 5th, 2014
A letter of engagement, or client agreement, is a standard part of any financial planner’s practice. A letter of engagement is no less of an important tool in a pro bono relationship. In order to participate in many FPA- sponsored pro bono programs, letters of engagement are required and must be signed by a financial planner and the client.
USING THE LETTER OF ENGAGEMENT IN PRO BONO FINANCIAL PLANNINGLetter of Engagement • May 5th, 2014
A letter of engagement, or client agreement, is a standard part of any financial planner’s practice. A letter of engagement is no less of an important tool in a pro bono relationship. In order to participate in many FPA- sponsored pro bono programs, letters of engagement are required and must be signed by a financial planner and the client.
