| 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? |
Is one of your ambitions to become the best possible financial planning professional you can be?Then Connect to FPAAZ Professional Development+(PDP+)...honing your approach to teamwork, leadership, management, and ownership.___________ Effective non profit trade associations can be optimal training forums for the leader in you. Consider this:Vision: If we can't envision something for our community, it won't happen. Mission: If we don't understand and embrace our mission, it doesn't live within us. Values: If we do not exhibit our values and inspire others to entrust their passion with us, they move on and we stall. Teamwork: If we don't learn how to build a team effort, we cannot hope to scale up for community impact. If you can inspire and manage fellow professionals in a volunteer environment, are you more likely able to inspire and manage peers in your firm? __________ PDP+ evolved in order to nurture and nourish teamwork and leadership for FPA Arizona.When you join a volunteer team and step into leadership with FPAAZ Leveraging our LearningHub+ approach, Attend every PDP+ workshop (offered in rotation over 36 months) and earn your FPAAZ PDP+ Certificate. Future Financial Planning Professionals: How many potential employers might value credible indicators that you are a team player, can capably lead efficient meetings, communicate effectively through conflict, and purposefully practice empathy? Learning that Sticks!When you volunteer with FPAAZ, you put every PDP+ skill into immediate practice and use.
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HonestDirectRespectfulAdvisor:Know ThyselfDynamicGovernanceAndragogy: | _____ Interpersonal/Communications Skills
_____ Who are You? Understanding your strengths can only help you hone your optimal leadership style. Although there are many potential self knowledge tools, our primary focus is on Kolbe and Clifton Strengths. _____ Decision making/Teamwork Skills and Process
_____ Remember when Learning was fun? Would you like to experience the Joy of Discovery with your continuing education requirements? Know your learning style. Adults learn differently than youth. A basic understanding of these differences immediately also positions you to become a more adept presenter and influencer. _____ Organization to Organization Relationships Defining Risk/Reward Continuum
_____ Attracting top talent makes having a profitable planning firm more likely. If you want to attract and retain top talent, you need to be a great employer. How to become a great employer? Start with your leadership style. What are the hallmarks of effective leadership?
Learn to recognize when you fail in leadership, so that you can address and improve in ability. _____
_____ If Culture eats Strategy for Breakfast, crafting a firm culture that supports strategy is crucial. What is Culture? How do you measure it? How do you mold it? How do you connect it to your Values and Brand? _____ Building and nurturing an ethical culture within your firm means you can possibly predict, and thus proactively identify and avoid "sticky people situations" that have the potential to jeopardize your practice and your reputation.
| Workshop Format 90 minutes Pre-requisite: 2 hours Outside Reading FPAAZ Volunteers utilize HDR skills Workshop Format 120 minutes Pre-requisite: Ascertaining your type. FPAAZ considers strengths regularly. We lean in to your strengths! Great Teams and Better Teamwork starts here. Workshop Format 4 hours No Pre-requisite. Full attendance and attention. FPAAZ utilizes DG Structure and Decision making Aphorism: A chain is as strong as its weakest link. DG creates strong links in community decision making. Workshop Format 120 minutes Pre-requisite: Exploring your Learning Style. FPAAZ LearningHub+ content encourages presenters to consider a variety of learning styles in their content delivery plan. Anticipate Rigorous and Engaging Learning! Workshop Format 90 minutes No Pre-requisite. FPAAZ utilizes an MOU process to build relationships with community partners who also value Financial Literacy. Workshop Format 120 minutes No Pre-requisite. FPAAZ re-enforces documentation, communication, accountability, negotiation and re-negotiation skills at every volunteer level. Workshop Format 90 minutes No Pre-requisite. Workshop Format 90 minutes Pre-requisite - Explore your Culture Preference Workshop Format 4 hours Ethics CE credit for Insurance Licensed Professionals (depending upon state specific requirements) and IAR/RIA Professionals. This PDP+ course is also a component of our ComplianceHub+ Available as a courtesy to FPAAZ Catalysts. |
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In addition to PDP+ leadership skill building, when you move into various chapter leadership positions, you will encounter:
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FPA Arizona (FPAAZ) is a state based 501(c)(6) organization, affiliated with FPA via a Chapter Charter and License agreement.
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