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Tip: the menu items reflect Stakeholders. The Connect! Menu option is the Chapter Event Calendar. The dropdown menu option is the Community Calendar. |
If you want to become a great team player, lead teams with confidence, and create thriving firm cultures —
Lean In!
A 3-Year Blueprint Designed for Aspiring, Emerging and Dedicated Financial Planning Leaders
JOIN → ATTEND → VOLUNTEER → PARTICIPATE → LEAD
PDP+ helps you grow in Confidence, Competence, and Mastery — through leadership experiences in FPAAZ.
Earn CFP® CE Credit | Gain CFP® Experience Hours (pending) | Receive the FPAAZ PDP+ Certificate
Year 1:Knowledge & Awareness
| Year 2:Application & Experimentation
| Year 3:Mastery & Leadership
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We’re more than a professional association. We’re a launchpad for leadership and collaboration.
Vision: Ours is compelling.
If we can't envision something greater for our chapter, it won’t happen.
Mission: Connecting Planners and Resources, every day.
If we don’t live it, it’s just words.
Values: Trust. Leadership. Stewardship. Collaboration: woven into every decision.
If we don’t embody them, your trust erodes and our momentum stalls.
Teamwork: Improving with every achievement.
If we can’t inspire it, we can’t scale our impact.
Motivation: Members' First.
At FPAAZ, members aren’t a market — they’re our mission.
If you can inspire and manage volunteers — professionals who choose to contribute without compensation —
you’re more than ready to lead and inspire within your own firm.
✅ Connect to our Community — anyone interested in financial planning
✅ Join FPA as a member — full time students may join our FPAAZ dues free
✅ Attend your first PDP+ Workshop
✅ Volunteer in a role that suits your interests
✅ Grow into leadership — earn your certificate
PDP+ (Professional Development - Practiced) was designed to cultivate real-world, high-impact people skills. It evolved naturally over time to spark and nourish teamwork and leadership capacity within FPAAZ — and it works.
Through our teamwork, FPAAZ has:
Advocated for and passed impactful legislation in Arizona
Influenced national financial planning learning methods
Impacted CFP Board of Standards work on Sanctions Guidelines, Disciplinary Proceedings, our Code & Standards
Merged what were two chapters into one Statewide Chapter
Convened and led statewide conversations on Financial Literacy
Educated thousands of CFP® Professionals on ethics and best practices
Redefined the chapter nonprofit business model and reframed stakeholder relationships with/to chapter members
Rotating Workshops: Attend every PDP+ workshop in a 36-month cycle and earn your FPAAZ PDP+ Certificate
LearningHub+ Resources: Engage with adult learning content designed for application, not just theory
Learning that Sticks! Volunteer leadership roles use and apply every new skill immediately and repeatedly.
A+ Financial Planners
Professionals who want more than technical competence — they want to lead the Advancement of our Profession.
A+ Employers
Firm owners cultivating a culture where planners thrive.
A+ Candidates
Students and career changers ready to prove they’re team players with the people skills employers crave.
When you volunteer with FPAAZ, you get PDP+ people skills in action plus:
Participate in Strategic Planning & SMART goal setting
Experience Vision-Mission-Values as real time decision filters
Apply the CFP Board of Standards Fiduciary Duty - especially the Duty of Care - to every day practices
Observe Brand & Marketing strategy for differentiation in action
Gain Exposure to Business Modeling Tools
Practice Advocacy & Persuasion
Explore Capacity & Board Assessment Tools
Drink in Purposeful Culture Building
Why pay thousands for generic leadership coaching when you can lead, learn, and grow inside FPAAZ for less — and with real outcomes?
Bonus Benefit: Lead while impacting your community for the better - Advocacy, Financial Literacy, Public Awareness.