| 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? |
Tip: the menu items reflect Stakeholders. The Connect! Menu option is the Chapter Event Calendar. The dropdown menu option is the Community Calendar. |
Working Groups and Teams
Advancing the ProfessionGroupAdvocate for the Profession Educate our Consumers 4th Thursdays | CommunicationsGroupTell Our Story 2nd Thursdays | CommunityConnectionsGroupBuild our Force 1st Thursdays | Professional DevelopmentGroupPursue and Implement Knowledge 3rd Thursdays |
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Advocacy Aim Build trusted relationships with legislators and regulators, position FPAAZ as a proactive voice on financial planning issues, and align volunteers and staff at all levels with unified messaging. _____ Financial Literacy Initiative Aim Launch a sustained, high-quality financial literacy effort focused on expanding reach across Arizona—empowering individuals through education and building lasting community impact. _____ FLI: Pro Bono Aim Extend one-on-one financial planning from CFP® professionals into the broader community by connecting volunteers with those who can benefit from pro bono services, guiding them toward lasting financial stability. _____ FLI: Public Awareness Aim Raise public awareness of financial planning as essential to a successful life. Educate the public on key financial literacy topics and help planners strengthen their communication skills. _____ FLI: Financial Education Aim Deliver accessible, high-quality financial literacy education tailored to diverse community needs—empowering Arizonans with the knowledge and confidence to make informed financial decisions. | Communications Aim A flexible, mission-critical team where volunteers build high-value professional skills by contributing as communicators—writers, editors, photographers, webmasters, and more—on their own schedule. This group supports the chapter’s voice, visibility, and impact through everyday storytelling and strategic outreach. _____ Picture a Newsroom: Reporters Editors Webmaster Graphic Design Social Media Channel Managers Photographers | Membership Aim Understand what members and prospects value most from FPA. Focus on delivering high-impact offerings the chapter can support effectively. Prioritize accordingly. _____ Membership/NexGen Aim Support new and future financial planners—through NexGen and broader membership—by connecting them to the professional community and industry network. _____ Catalysts Aim Build and strengthen mutually beneficial relationships with financial firms and their leaders by aligning on our shared commitment to advancing the profession and supporting planner development. _____ Partnerships Aim Build and sustain strategic vendor partnerships that pass the Win-Win-Win test—delivering value to partners through meaningful exposure, supporting FPAAZ’s mission, and enhancing the experience and resources available to our members. _____ Professional Relations
Aim Strengthen FPAAZ’s relationships with aligned professional organizations through MOUs that support collaborative efforts—advancing shared goals and expanding the reach of our Financial Literacy Initiative across Arizona communities | Lifelong Learning Aim Create high-quality continuing education events for CFP® and related professionals that build core knowledge and skills. Support adult learning through flexible formats. Our team has autonomy in topic and speaker selection, ensuring content is relevant, unbiased, and not influenced by vendor or political pressure. _____ Leadership Development/ Professional Advancement Aim Use chapter leadership roles and intentional professional development programming—including the PDP+ curriculum—to identify and develop leadership talent within our community. Provide opportunities to grow skills in business ownership, management, compliance, and interpersonal leadership—enhancing practice success and advancing the profession. _____ Master Chapter Programming Calendar Aim Coordinate chapter-wide activity by planning at least 6 months ahead, aiming for engagement 3 out of 4 weeks monthly. Break down silos by spotlighting the work of all teams. Prevent overlap or gaps, and ensuring a diverse, well-paced calendar that strengthens community connections. _____ LearningHub+ Aim Elevate financial planning in Arizona by promoting engaging, learner-centered education. Train community members to use LearningHub+ formats, toolkits, and checklists, and support them in delivering interactive, professional programs using the LearningHub+ Professional Workbook. _____ ComplianceHub+ Aim Use LearningHub+ principles to deliver practical, engaging ethics education—while building community-driven tools, checklists, and peer support to help financial planners avoid ethical and regulatory missteps. |
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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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