![]() | The Essential Hub of our Financial Planning Community. We empower financial planners by connecting them with the resources necessary to elevate their community impact. What can we connect you with today? |
Tip: the menu items reflect Stakeholders. The Connect! Menu option is the Chapter Event Calendar. The dropdown menu option is the Community Calendar. |
Open to all financial planning professionals—CFP® designees, allied professionals, advisors, students, retirees—regardless of membership status or metro location. Your interest is your ticket in.
A diverse, dynamic mix of:
CE–eligible sessions (including CFP Board Ethics, Insurance/IAR/RIA ethics, Professional Development)
Professional‑craft workshops (PDP+ series)
Networking mixers & social events
Volunteer leadership working groups & operational meetings
Generally Wednesdays (afternoons): Education & socials
Thursdays (3:30 PM): Working‑group collaboration
Monthly frequency: Approximately 20‑24 connection opportunities a year (biweekly rhythm, slower in summer)
Formats include: Face‑to‑face, virtual, or hybrid (watch‑party style where available)
Our LearningHub+ ecosystem ensures sessions are both rigorous and engaging, featuring:
LearningHub+ resources for presenters
Interactive formats like workshops, case studies, field trips, discussion groups
Ethics and compliance content aligned with CFP Board Fiduciary Duty and the Practice Standards
PDP+ certificate pathway—complete all workshops over 36 months and earn your certificate
Mostly free or low‑cost: Many sessions included or discounted with membership
Select programs (e.g., Planner2Planner) may be member‑exclusive or tiered pricing
Your dues underwrite staff, infrastructure, advocacy efforts, and financial‑literacy programming
You support sustainable, high‑quality programming
Gain access to CE credits (approx. 12–15 hours/year via FPAAZ events)
Contribute to community impact—through advocacy, volunteer leadership, and public‑facing education
Subscribe to our contact list for event updates
Suggest topics or speakers anytime via our online form
Discover upcoming CE opportunities
➡️ View Chapter Connect! Event Calendar