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Financial Literacy Initiative 2025

Working Team Volunteer
Many Hands Make Light Work! You do not need to be a member of FPA or a financial planning professional to volunteer to help on a Working Team. If you want to help, your participation is welcome! The ask is 2-3 hours a month. 1 hour is on the team Zoom, the other 1-2 hours is tackling a task or project. General Circle Leaders do need to be FPAAZ members, as do Board of Directors.

When delivering Financial Literacy Courses, Pubic Awareness presentations, or Pro Bono efforts, only CFP(R) Professionals may meet with attendees and the general public.

We always work in teams. Each team must have a CFP(R) Professional present and in the lead. Other team mates may hold experience and alternative credentialing and participate in Financial Literacy events as is deemed relevant and appropriate by the CFP(R) Professional leading the team.

2nd Mondays at 1 pm

No Meeting in July/Aug or Oct or December

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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