The Essential Hub of our Financial Planning Community.


Empower financial planners by connecting them with the resources necessary to elevate their community impact.

What can we connect you with today?

Our Curriculum List is Chapter curated: 

Unbiased, Fact Based, Current/Relevant, Interactive/Engaging 




Curated Options

Financial Literacy

Multi Session Courses

MoneyW!se! (via Wise)

8 - 12 sessions

Core Financial Literacy Course,

including student leaning Assessment



Course Alternatives to MoneyW!se

MoneySmart (via FDIC)

A variety of course options

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Single Event Course Options

(via FPA library)


Take Charge of Your Finances

Estate Planning Basics

Retirement Planning Primer

Income Tax Fundamentals


(2025 on deck) NFEC

Varied Course Options dependent upon Stakeholder needs/interests

(2025 on deck) ASU


ASU's Financial Literacy Curriculum

for High School Students

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Potential  Financial Literacy Options

via MOU relationships

Junior Achievement

Arizona Council on Economic Education

3rd Decade

YWCA

Take Charge Cats (UofA)


There are thousands of Financial Literacy Courses and Programs to be found with a simple Google Search.

Which courses are any good?


There are thousands of people claiming to be financial advisors acting in your best interest

Which ones can be trusted?



Competent & Ethical Instruction

Instruction:  Courses are delivered by Financial Planning Professional teams -

always including a CFP(R) Professional.

Any/all marketing or sales by course instructors is explicitly prohibited.


The Mechanics Behind our Quality Promise:

Per the FPAAZ Volunteer Agreement, and anchored by the CFP Board of Standards Code of Ethics and Standards of Conduct requirements for CFP(R)  Professionals, instruction is delivered subject to the CFP Board of Standards definition of Fiduciary Duty, and monitored via Team Teaching and active Financial Literacy volunteer leadership.


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