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?

Why Volunteer with FPAAZ?

Financial Planning Professionals Volunteer Time and Talent to satisfy a Variety of Career Ambitions


Dual Credit

Students and others pursuing the CFP® designation may earn both Continuing Education and Experience Credit Hours. (pending)

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Onboarding

Managers use PDP+ skills to support onboarding and training for new planners.



Visibility

Job seekers can earn their PDP+ Certificate while building people skills and gaining exposure to top employers.


Talent

Firm Owners and managers gain insight into new planners' skills through their chapter leadership roles.


Mastery

Practitioners lean on PDP+ skills to improve their craft more effectively and affordably than costly coaching programs.

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Impact

Successful financial planners value advancing the profession and the chapter’s pivotal role in reaching the Arizona community.

Curious?


Resources

Chapter Vision and Mission:  See Website Header

Volunteer Guidelines/Agreement

Per the Guidelines, we value Trust.  Stewardship.  Leadership. Collaboration. 

  • PDP+ workshops explore core skills that support these values when practiced.
  • We embrace Dynamic Governance to promote effective decision making, as teams. 
  • Our culture leverages volunteer engagement toward clear  strategic plan goals.

Chapter Event Calendar - CONNECT! (for registering for Events and Working Teams.  Find when/where/how they meet)

2025 Strategic Plan

Chapter Leaders

Note:  Volunteer Role descriptions apply at both the Strategic Level (Board of Directors) and at the Tactical Level (General Circle).

    • Timing estimates reflect service in the General Circle.


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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