When we Gather....

TIP: look for these helpful icons to indicate "face to face" or "via the internet" connections

We consistently offer robust, engaging programming.


We leverage our hard learned and hard earned Learning Hub Components.

note: our Learning Hub document is still in draft stage.   We are on V5.  Wanna help?  Contact our Executive Director, or join Professional Development Working Group Zoom sessions.

TIP:  Chapter produced traditional

Continuing Education events

display a differing photo to cue readers about

"face to face" [left] or "via the internet" [right} connectivity.

Building Blocks

supporting Robust and Engaging programming:

Happy Hours and Mixers

CFP(R) or Insurance Professionals

Ethics or compliance heavy topics

Discussion Formats with

Defined Subjects and Deliberate Facilitators.

Financial Planner centric, marketing and self promotion in a Round Table gathering is counter to the intent of shared learning about subject matter.

Out of the norm, Out of the Office

On Site Experiential learning

Partners are People, too!

Short infomercials that delight and educate.

The human and fun side of what they do for you.

Partners are Subject Matter Experts

deliver quality continuing education.

Public Awareness and Pro Bono events not only improve our communication skills,

they advance Financial Literacy in AZ.

As the Hub of our Financial Planning Community, 

these conversations connect you to

chapter leadership, initiatives, and each other.

Adult Learning connects your experiences

and skills to new ideas,

innovative twists, and cool technology.

Common problems or concerns.

Diverse Stakeholders.

Fact Based Exploration and discussion.

One community seeking shared ideas, resources, and solutions.

Different Adult Learning Styles come together via

purposeful relevant real life exercises with professional peers. 

Case Study events hone your analytical and critical thinking approaches by

exposing you to how others might approach solving the same problem.

Our Professional Relations and Community Relations teams 

formalize beneficial relationships with financial industry nonprofits

and for profit companies interested in partnering with the chapter

to support their financial literacy efforts.  Our Case Study events leverage this work to help you build great relationships over time due to the stability of these organization to organization agreements.

 Office Hours:
Mon-Thurs: 9:00 am - 5:00 pm
Fri: closed

C/O Premium Organization
PO Box 4130 Scottsdale AZ 85261

Connect with us on Social Media.....

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.

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.