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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?


Chapter Structure


Board of Directors focus:

Crafting and Evaluating a Strategic Direction

Ensuring Fiscal Stability

Cultivating Future Leadership

Overseeing Legal and Regulatory Compliance

Evaluating/Guiding the CEO

Supporting an ever more Engaged Community and Culture


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The Board does this work through distinct committees.  

Community members do not need to be elected to the Board to participate in strategic work.  Members of our community at large are welcome to participate as volunteers in any board committee.

Board meetings, and Board Committee meetings are posted to the Chapter Connect! Calendar.

General Circle focus:

Taking Actions in Support of our Strategic Direction

Able Chapters require Policies, Processes, Procedures...and People to do the work.

Relatively small budgets and Relatively large Visions need many volunteers.

We Connect our Working Teams into 4 Groups for efficiency and while we recruit and build a larger volunteer force.

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Advancing the Profession

Advocacy Team

Financial Literacy Initiative -

Pro Bono

Public Awareness

Financial Education Teams


Communications

Many specific job functions within this Group/Team


Community Connection

Membership and NexGen Teams

Professional Relations Team

Partnership Team

Catalyst Team


Professional Development

Continuing Education/Lifelong Learning Team

Master Programming Calendar

LearningHub+ Manager

PDP+ Manager

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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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