Partnership Platform

The Objective:  Win Win Win Outcomes for You, our Members, and our Chapter

Let our chapter be your


click above for more info

Relationship Host

click above for more info

Visibility Amplifier 

click above for more info

12 month Partnership Fee $3,000 (from anniversary date)

For more information, call Melissa at the chapter number below, or e-mail  

Optional Special Additions (priced separately) only for our Annual Chapter Partners:  Bring us your ideas!

  • Financial Planning Day(s) - October
  • Financial Literacy Month - April
  • Holiday and Membership Socials
  • Low Cost Hosted Ethics Sessions (CFP(R) approved course)
  • NexGen events
  • Media Visibility and Awareness Blitz
  • Pro Bono efforts for our broader general public
  • Extended CE options (eg: local collective viewing of webinar series)
  • Study Group Support
  • Membership Initiatives (chapter financial book club and review, Mentorship program, chapter based scholarship programs, Advocacy efforts)
  • Allied Professional Collaborative Events
  • Community Outings (a day at the races for Kentucky Derby, service days at Junior Achievement, participation in Arizona Council on Economic Education case study challenges)
  • Golf  or other sporting Tournaments
  • Virtual Conferences
  • You Tell Us! ...Bring us your Ideas...

 Office Hours:
Mon-Thurs: 9:00 am - 5:00 pm
Fri: 9:00 am - 1:00 pm

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.