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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?

Duties

Brief Description

Volunteer Role

Time

Estimate


  1. Register to Attend/Help
  2. Attend any Pre-Event Briefings or review Instructions
  3. Understand/Accept Volunteer Policy
  4. Attend Event 
  5. Attend/Report any Event Follow Up

_____

  1. Accept Liaison Role for an entity
  2. Learn about Relevant Committee or Team
  3. Share/Communicate entity News to Chapter Community News or Calendar
  4. Attend relevant Committee or Team Zooms
  5. Inform relevant Committee or Team re: entity opportunities - Connect People


_____

  1. Register/Join that Committee or Team
  2. Understand/Accept Volunteer Policy
  3. Attend Committee or Team Zooms (monthly)
  4. Accept 1 Task/Assignment
  5. Complete the Task/Assignment




_____

1,2 and 3 from above

4.  Assist with Creating/Referencing/Updating Action Items list before, during, after meetings.  Zoom AI captures most AI's - quick edits and dissemination are all that is needed.  Staff support is available.

5. Stand in for Chair when Chair not available.

_____

1,2 and 3 from above

4.  Using Action Items list, plan and share Meeting Agenda (can be brief, need not be fancy, but should be clear and available at/before beginning of meeting).

5. Conduct the Meeting and Closing Round.

6. Coordinate with CEO and Staff re: Budget Impact, Strategic Plan Metrics

7. Recruit volunteers and seek future leaders




_____

  1. Attend your Working Team Zooms
  2. Recruit Team Chairs and Vice Chairs
  3. With CEO, Connect Working Team Activities to Strategic Plan Goals and Metrics
  4. Identify and Work to Resolve Problems
  5. Prevent Silos/Duplication of Efforts
  6. Prepare/Support future Budget Requests

_____


Ad Hoc Volunteer


Term: Event by Event, Project by Project

_____


Liaison

(MOUs, Academic)

Term:  Suggested is 24 months, no term limit

_____


Committee or Team

Volunteer Member

Term:  1 Calendar year, no term limit

_____


Committee or Team

Vice Chair

Term: 12-18 mo's, commencing in Jul/Aug

_____


Committee or Team

Chair

Term: 12-18 mo's, commencing in Jul/Aug

_____

General Circle

Group Leader

Term: 12-18 mo's, commencing in Jul/Aug

_____

3-6 hours,

per event, depending upon event type


Examples:
Pro Bono Event  - 3 hours, 1 time/ea time

Financial Literacy Course Instructor - 2 hours, xx times - your choice, your calendar

Mentor - 2 hrs, prep/report, 4 hours mentor

Advocacy Day - 7 hours+

Communications Team Reporter/Editor


_____


2-3 hours monthly,

including attending relevant Committee or Team Zoom

_____


2-3 hours monthly,

including attending relevant Committee or Team Zoom

_____


4 hours monthly,

including attending relevant Committee or Team Zoom

_____


5-6 hours monthly,

including attending relevant Committee or Team Zoom



_____

6-8 hours monthly

including attending all relevant Committee or Team Zooms

_____


Why Volunteer with FPAAZ?

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


Students or others seeking the CFP Designation may earn both Continuing Education/Curriculum credit and Experience Credit Hours.

Job Seekers volunteer to acquire the PDP+ Certificate while expanding their skills and visibility with and to high quality potential employers.

Practitioners use our applied PDP+ skills to hone their craft more cost effectively and impactfully than via expensive Coaching programs.

Firm Owners and managers use our applied PDP+ skills as supplemental onboarding/training for planners joining their firms.

Firm Owners and managers benefit from observing new planners' abilities as they conduct chapter leadership roles.

Successful Financial Planners value the Significance of Advancing the Profession in their own community.



Resources

Volunteer Policy/Agreement

Chapter Event Calendar - CONNECT! (for registering for Teams and noting when they meet)

Chapter Vision and Mission:  See Website Header

2025 Strategic Plan

Chapter Leaders

Note:  The above roles apply at the Strategic Level (Board of Directors) and at the Tactical Level (General Circle).

The timing estimates posted here 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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