The Essential Hub of Our Financial Planning Community

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We connect CFP® and associated professionals to the resources they need and the people who need them.


  • Wednesday, August 21, 2024 8:45 AM ASU Downtown - Cronkite School of Journalism, Room 122 555 N Central Ave, Phoenix, AZ 85004

Note: The pandemic has a way of changing our plans.  The  Website Event Calendar is the most current source for accurate detail.

Strategic Plan:

Our Strategic Plan:
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adopted Aug/21

Note:  Click on the image to view a 40 second video of our values as they relate to YOU

Our Chapter is with you every step of your financial planning career.

From the moment you realize financial planning is a highly esteemed profession to the moment you retire from it, the FPA of Greater Phoenix is there with the essential resources you need to achieve all of your financial planning ambitions.


Note: some home page graphics depict the prior FPA brand color palette.

Your Journey. Your Ambitions. Achieved.

Professional Development options to enhance your knowledge and your skills.

Community activities to meaningfully connect us to each other as planners and to our neighborhoods and businesses as citizens and service professionals.

Advocacy efforts to increase both our legislators and our general publics' awareness of the CFP mark as the premier designation for financial planning professionals and to spotlight the value of financial planning as a key to their future financial security.

Business Success opportunities and resources to build a foundation of support and innovation available to you on demand.

Our Lifecycle

Our Ambitions

Our partners help our chapter move our mission forward for you...

You can connect with our Partner representatives through our Membership Directory, or by visiting our Partners' Page.

These community members are investing in us...

Event Key

Chapter Gatherings are open to and for any/all financial planning industry professionals - CFP's or not, members or not, financial planners or not.  We welcome new professionals and alumni, active practitioners and those who support them, allied and associated professionals, comprehensive planners and specialists. 

These gatherings are where and how you can connect to us.  Starting August 1, 2020, all chapter online gatherings are via ZOOM.

Chapter Hubble Conference Calls (gray)

Chapter Education and Networking Events (Sun Yellow)

Chapter Community Teamwork Activities (Midnight Blue)

FPA nationally or Local Professional Development (Fire Magenta)

Mon - Thu 9 am to 4:30 pm

Fri - closed

ph: 480-483-9035

The Essential Hub

of our Financial Planning Community

FPA of Greater Phoenix

c/o Premium Organization

PO Box 4130, Scottsdale AZ 85261