| 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? |
Is one of your ambitions to become the best possible financial planning professional you can be?Professional Development, Practiced+(PDP+)A series of 9 workshops over 36 months...honing your approach to teamwork and leadership.+ indicates that all PDP content delivery respects Adult Learning needs, working from the LearningHub+ toolkit.
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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
More Efficient Meetings & Optimal Leadership Placement within a team or firm. _____ 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. _________ The CFP Board of Standards Definition of Financial Planning: A collaborative process that helps maximize a Client’s potential for meeting life goals through Financial Advice that integrates relevant elements of the Client’s personal and financial circumstances. Do you have a Collaborative Process? There are academic theories and models exploring a continuum for working relationships that begin with communication as the starting point. This workshop introduces participants to a working relationship continuum starting with Communication to Cooperation thru Coordination and ultimately reaching Collaboration levels. _____ 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. Some key attributes of effective leadership...
Recognize when you fail in leadership, so that you can address and improve in ability. _____
_____ If "Culture eats Strategy for Breakfast", then crafting a firm culture that supports your business strategy is crucial. What is Culture? How do you measure it? How do you mold it? How do you connect it to your Values & 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 Learning that Sticks! FPAAZ Volunteers practice HDR skills Workshop Format 120 - 180 minutes Pre-requisite: Ascertaining your type. FPAAZ considers strengths regularly. Learning that Sticks! We lean in to your strengths. Great Teams/Better Teamwork starts here. Workshop Format 4 hours No Pre-requisite. Face to Face attendance and attention. Learning that Sticks! FPAAZ utilizes DG Structure & 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. Learning that Sticks! FPAAZ LearningHub+ content encourages all presenters to consider a variety of learning styles in their content delivery plan. Anticipate Rigorous + Engaging Learning! Workshop Format 90 minutes No Pre-requisite. Learning that Sticks! FPAAZ utilizes an MOU process rooted in the 4 C's to build relationships with community partners who also value Financial Literacy. Learning and Practicing processes that are purposeful about driving toward Collaborative Relationships, while advancing Financial Literacy in Arizona - what could be a better way to integrate the 4 C's into your professional practice? Workshop Format 120 minutes No Pre-requisite. Learning that Sticks! FPAAZ re-enforces documentation, communication, accountability, negotiation and re-negotiation skills at every volunteer level. Workshop Format 90 minutes No Pre-requisite. How effective is a financial plan that a client doesn't embrace and follow? Paying attention to how people feel means you are building relationships, not just placing numbers and charts on paper. Learning that Sticks! DG and Closing Rounds reinforce Empathy. Workshop Format 90 minutes Pre-requisite - Explore your Culture Preference Whether purposeful or not, your firm has a culture. Do you want a firm culture that supports your values and ambitions? 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+ May be ordered "on demand" as a benefit for FPAAZ Catalysts. |
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Why trust FPAAZ for guidance on teamwork and leadership skills?Effective non profit trade associations can be optimal training forums for the team player and 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.
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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. Calling 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.Value: Before you pay thousands of dollars to professional coaches, consider paying much less for more learning and lean in to FPAAZ. Membership is a great place to start. But wait....there's more! In addition to PDP+ teamwork and leadership skill building, when you move into various chapter leadership positions, you will encounter:
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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.
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