Learning & Engagement

• Adult Learning Engagement Checklist — how to design interactive sessions

CE & Compliance

• CFP CE subject areas + guidance — what typically qualifies
  
  

• Language for compliance teams — how to describe Elevate+ appropriately

• Sample Email to Compliance teams:

Please review the attached Elevate+ Compliance FAQ for our planned participation in FPAAZ’s Elevate+ virtual learning series.

Elevate+ is an education-first forum (not a marketing or solicitation event) and FPAAZ controls the event environment,

including facilitation, attendance verification, and CFP® CE submission/reporting where applicable.

Our role would be to provide educational content and facilitate discussion consistent with FPAAZ standards.

If you have any questions or preferred guardrails for presenter participation, please let me know and

I can coordinate directly with FPAAZ at LearningHub@FPAAZ.org.

Planning & Participation

• Express interest in presenting (form) - yet to come
  
  

• What we need from you (checklist)

Marketing & Amplification

• Elevate+ marketing approach + sample LinkedIn posts (living doc)
  [View]

• People-first spotlighting guidance
  [View] [Download]

• Elevate+ introductions are intentionally brief. Credibility and connection are built through the learning experience itself — in real time.

  • Speaker contact information is accessible through the FPAAZ membership directory.

  • Registrants who wish to follow up will be directed to the directory and/or FPAAZ Admin support to facilitate appropriate connection.

  • A great place to include your firm logo, website, and contact information is on your session takeaway (highly encouraged).

  
  

Professional Workbook & Ads

• Professional Workbook (view)

• Ad specs + submission checklist (published in workbook)
  [View]

• Submit ad creative / update link destination: LearningHub@FPAAZ.org
  

FAQs

• Partner FAQ (quick answers, expectations, privacy)