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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) _____ 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. _____ Impact Successful financial planners value advancing the profession and the chapter’s pivotal role in reaching the Arizona community. |
ResourcesChapter Vision and Mission: See Website Header Volunteer Guidelines/Agreement Per the Guidelines, we value Trust. Stewardship. Leadership. Collaboration.
Chapter Event Calendar - CONNECT! (for registering for Events and Working Teams. Find when/where/how they meet) Note: Volunteer Role descriptions apply at both the Strategic Level (Board of Directors) and at the Tactical Level (General Circle).
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