Chapter Professional Development Options

  

In General, FPA of Greater Phoenix plans at least one face to face gathering monthly (no local events in July)

Advance Calendaring: Scheduling options permitting, our gatherings always occur on the 4th week of the month, ideally on Wednesday in the afternoon.
Learning Objectives and Continuing Education Expectations: Structure varies primarily by the 4 options described directly below.
Membership Benefits: Favorable pricing exists, and early advance registration is an option (where there are capacity limits) for FPA chapter members.
Locations: Quarterly meeting in Central Phoenix.  Symposium location is close to the airport and all major freeways. Field Trips, Workshops, and collaborative events are purposefully scattered in order to provide at least one gathering in a location more accessible to members from East, West, North or South addresses.


Super CEvents

February, May & November

Generally from 2 - 5:30 pm at Phoenix Country Club, followed by a social cocktail networking mixer.

Target of 3 hours of CFP® CE credit.  Where applicable, advance CE credit is also applied for Arizona Life Insurance professionals.

Pricing at/near $30 for members.

Topics and Presenters chosen and scheduled by our LifeLong Learning working team, ideally 6 months in advance.

The Journal of Financial Planning Editorial Calendar and the CFP® Board of Standards Principle Knowledge Topics provide the backbone for topic selection.  The chapter frequently leverages our planned discussions to coincide with focus areas taking place regionally or nationally.

VIP registrations offer extra snacks and prime seating during the meeting with our presenters.

Symposium

September

Generally from 7:15 am to 5 pm at Desert Willows Conference Center.

Target of 6+ hours of CFP® CE credit. Where applicable, advance CE credit is also applied for Arizona Life Insurance professionals.

Topics and Presenters chosen and scheduled by our LifeLong Learning working team follow an annual Theme.

Significantly favorable pricing for chapter members or team based registrations exists.  Half Day registration options are available.

Afternoon presentations options include fulfilling mandatory CFP® Ethics CE.

Chapter Partners host the Community Lounge, a warm and comfortable place to mix, mingle, grab a munchie and return a call.

Field Trips

January, March, June, or August

Field Trip events provide opportunities for our planners to engage with the broader professional advisor community and potential clients or industry stakeholders with fresh ideas, experiential and interactive learning, in fun, interesting or stimulating environments.

They may on occasion, but are not expected to, provide professional CE credits.

Member Pricing at/near $10.

Past Field Trip Examples:

Long Term Care or CCRC communities - exploring options for Senior Living planning

Local Business Owners - tours and conversations about their business' and how they seek financial advice

The Phoenix Zoo - learning about Planned Giving - witnessing firsthand its impact on the Zoo's infrastructure and programming.

The Federal Reserve - exploring and witnessing cash handling processes for banks across our district.

Workshops

January, March, June, or August

Workshop events provide opportunities for our planners to interact with experiential learning experts. The topics are chosen because they can help us solve problems, improve productivity or profitability, reduce risk, ease compliance, or in some way help you work less, earn more, and produce better results for your clients.  

Workshops are intended to provide you with immediate takeaways, creative ideas or new resources.

Photo Courtesy of Ben Terrett - creative commons

They may on occasion, but are not expected to, provide professional CE credits.

Member Pricing between $10-20.

They may on occasion be presented through or with resources made available to our chapter because of a defined relationship (via an MOU) with an allied professional non profit organization

Past Workshop Examples:

Cyber Security: Employers and Employees Tips and Tools

Communications meets Technology: Using Classroom tools to teach economics, business, and finance principles

  

Advocacy Day and Events

Timing Varies Annually

Advocacy Day annually takes place at the Capitol, generally in January or February while the legislature is in Session.

No CFP® credit, but lots of learning.

Price is free for participating CFP® s.

Registrations opens roughly 8 weeks of ahead of the event.

Training takes place via conference call roughly 4 weeks ahead of the event.

CFP® members reach out to their legislators 4 weeks ahead of the event to request face to face appointments.

In May or June annually, FPA nationally arranges an Advocacy Day in Washington DC with our Federal legislators.

Sporadically during the year, our Advocacy working team may arrange for meetings with other local legislators or regulators, and host Advocacy Workshops to help our members learn how to impact legislative agendas.

Financial Planning Days

October

In addition to a continual series of Public Awareness offerings throughout the year, our Pro Bono working team hosts Financial Planning Day's events (potentially in locations across the state) during October.

In the Phoenix Metro market, the 3rd or 4th Saturday in October is set aside for a Pro Bono event.

CFP®s willing to volunteer to provide Pro Bono planning are requested to identify and register roughly 8-12 weeks ahead of the event, and attend Boot Camp training call and event logistics calls 4 weeks ahead of the event.

Our chapter holds a public service event annually, generally in the 4th quarter, to connect our planning community to those who need financial literacy skills, via an allied nonprofit organization. 

Past service events have included making Pizza's and serving meals at St. Vincent de Paul.

Celebrations & Collaborations

April, July/August, December, & ad hoc

During the hot summer months, our chapter takes advantage of purposeful relationships with our FPA chapters in California - inviting our members to attend their chapter gatherings while they may be vacationing or working by the ocean.

December programming plans include the last Ethics option of the year, and a chapter celebration early in the month.

Ad Hoc social networking happy hours are the latest addition to our community line up - simple announcements posted about unorganized gatherings at various local restaurants, brew pubs, or wine bars - drop in if you would like to mingle with fellow planners on an occasional Friday Afternoon happy hour.

Our Events Calendars include offerings by our Partners - great free CE options for your consideration - and Regional or National FPA happenings.

Finally, our Professional Relations working team continues to add and nuture purposeful organization to organization relationships.  These relationships results in professional development opportunities in specialty areas like Divorce, Estate, or Charitable Planning, Investment centric learning, or skills sets like Financial Therapy and Behavior Coaching.


The essential hub of our financial planning community. 

We connect CFP(R) and associated professionals to the resources they need and the people who need them.

C/O Premium Organization
PO Box 4130 Scottsdale AZ 85261
info@FPAofPhoenix.org

 Office Hours:
Mon-Thurs: 9:00 AM - 5:00 PM
Fri: 9:00AM - 1:00 PM
Phone: 480-483-9035
Fax: 480-922-5283


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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.