Ambition: Maintain My Professional Designation(s)

Quality Local Learning:  Community Interest, Local Focus

Premise:  Consistently deliver Quality Local Learning (Rigorous + Engaging). 

Result:  Our community will prefer FPAAZ as their most trusted CE resource.

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FPAAZ hosts between 24-30 local Connection gatherings annually, at varied locations across major metro areas, with at least half of the gatherings qualifying for CFP® Professional continuing education credit. Consistently attending FPAAZ events provides financial planning professionals with 12-15 CE hours annually, most included in membership dues or very low registration costs.

Professional Development Working Team Volunteers focus on identifying topics our financial planning community desires, and then curating local Subject Matter Experts (SMEs) willing to deliver content via more interactive formats.  We encourage presenters to use our Learning Hub+ Adult Learning Styles Checklist, from our Learning Hub+ toolkit. 

When SMEs use the Learning Hub+ checklist and toolkit, you are more likely to have a Rigorous + Engaging CE experience.  

Many/most gatherings are Face to Face, with potential for Watch Parties in other locations as desired and requested in advance.

Chapter Connect! Calendar

Ethics Compliance - Introducing:  Compliance Hub+

CFP Ethics: FPAAZ is recognized as a center of excellence for CFP® Ethics education.  We credit the application of Learning Hub+ principles when delivering this mandatory content.  Our chapter was chosen to participate as a focus group in the summer of 2024, reviewing and providing commentary to CFP Board of Standards education staff on their draft updated Ethics course content.  Our feedback influenced the direction of prior and current course content toward more interactive, pragmatic material.

Annually expect at least one FPAAZ opportunity to complete your CFP Ethics course credit requirement.

Insurance and IAR/RIA Ethics:  FPAAZ supports unique Ethics content for Insurance Licensed professionals, as well as IAR/RIA Ethics continuing education. "Good People. Bad Things." leverages the Learning Hub+ adult learning toolkit - resulting in a fast moving 4 hour workshop that connects the dots between your firms' stated values and your compliance vulnerabilities.

Duty of Care Training: All CFP® Professionals have a Fiduciary Duty when delivering financial advice to clients.  Along with the Duty of Loyalty and the Duty to Follow Client Instructions, the Duty of Care practice standards form the backbone of delivering consistently professional financial advice. 

FPAAZ's commitment to exceptional governance and the adoption of Dynamic Governance systemically incentivizes a high Duty of Care in our decision making. 

Following the recommended process steps in the Board of Standards Duty of Care guidance before submitting proposals in a Dynamic Governance environment means our volunteers are utilizing the practice standards on a regular basis.  Duty of Care process make proposals more likely to earn consent.

Future planned additions to the Compliance Hub+ include a series of compliance resources not readily available elsewhere.  As more volunteers step forward to help, progress on these planned additions speeds up.  

Are you interested in helping?  The chapter will list Open Volunteer Positions on our Job Board.

Professional Development: Practiced! Introducing: Professional Development+[PDP+]

FPAAZ  created a series of 9 Workshops using the Learning Hub+ toolkit and checklists.  The 9 Workshop topics evolved from our collective effort to nurture and nourish leadership and teamwork within our community - teamwork capable of Advancing the Profession and Impacting Financial Literacy in Arizona in quantifiable ways over time.  Many (not all) PDP+ workshops also earn professional CE credit.

Do you want to be the best financial planning professional you can be?  Think you are a team player?  Earn your PDP+ certificate!

Tip:  For PDP+ Learning that Sticks, volunteer with any FPAAZ chapter team.  We literally practice what we preach.

Community Collaboration: Catalysts.  Partners.  MOU's.

FPAAZ's Vision is to be the Essential Hub of our Financial Planning Community.  Overtly seeking and providing Chapter to Chapter continuing education support and Organization to Organization collaborative learning options is a core activity.

Find Catalyst, Partner and other MOU organizations' continuing education offerings:  Community Connections calendar.

Ruh Roh!

Need CE Fast?  Journal of Financial Planning - online digital edition -  continuing education credits are available to FPA members.