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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?

Memorandums Of Understanding


FPAAZ creates MOU relationships with other organizations - non profit or for profit -

that are congruent with our Vision, Mission and Values.


MOU's reflect a shared interest in Advancing the Profession of Financial Planning.


Priority Activities include Professional Education relevant to Financial Planning Professionals,

Public Policy, and Financial Literacy.


MOU stakeholder activities are posted to our Community Calendar.

MOU levels reflect the 4 C's from our PDP+ Curriculum.


Interested in exploring an MOU level relationship with FPAAZ?

Start Here

or, copy/paste:  https://www.cognitoforms.com/Personal1777/MemorandumOfUnderstanding

We view our Profession, Professional Association, and the desired positive impact we can have on our Community as important enough to apply professional planning acumen and discipline - a Duty of Care - to our MOU process.


We enter MOU relationships with the intent of building organization to organization relationships likely to continue over time beyond personnel changes, volunteer leadership evolution, economic market shifts or other external forces.   





Communications Level MOU

Exchanging/Sharing Information


CFA Society - Tucson

(pending)



Arizona Charitable

Gift Planners

Coordination Level MOU

Altering Activities


East Valley
Estate Planning Council



Cooperation Level MOU

Sharing Resources


3rd Decade



Collaboration Level MOU

Enhancing Capacity of Each Other


Junior Achievement


W!se of New York

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Financial Planning Association (FPA) is a national 501(c)(6) non-profit organization.  FPA is Your Partner in Planning TM.

FPA Arizona (FPAAZ) is a state based 501(c)(6) organization, affiliated with FPA via a Chapter Charter and License agreement.

PO Box 4130, Scottsdale AZ 85261 Ph:  480-483-9035 Hours:  M-Th: 9 - 5  Fr: 9 - 1 


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