Chapter Local and Regional Events


Upcoming events

    • Tuesday, January 09, 2018
    • Tuesday, December 11, 2018
    • 12 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed

    PARTNERSHIP TEAM MONTHLY CK IN CALL

    • Wednesday, January 10, 2018
    • Wednesday, December 12, 2018
    • 9 sessions
    • Arizona Inn, Tucson: http://chapters.onefpa.org/southernarizona/chapter-meetings/



    Date: February 14, 2018
    Topic: Reverse Mortgages


    Date: March 14, 2018
    Topic: Health Insurance Martketplace/Health Savings Accounts


    Date: April 11, 2018
    Topic: Estate Planning


    Date: May 9, 2018

    Topic: Life Settlements/Viatacals


    There are no meetings in June and July 


    Date: September 12, 2018

    Topic: Economic Update 


    Date: October 10, 2018

    Topic: Social Security

     

    Date: November 14, 2018

    Topic: Arizona Retirement Plans

     

    Date: December 12, 2018

    Topic: Complimentary Breakfast


    • Thursday, January 18, 2018
    • Thursday, December 20, 2018
    • 12 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed

    Monthly Communications Team Check in Call

    • Monday, January 22, 2018
    • Monday, December 24, 2018
    • 12 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed


    Membership and Partnership Benefits are ready for you to use!


    Our Monday "HUBbles" are drop in calls - no need to register.


    Call in on Mondays at 11:30 am and discover new tools for you.



    Image courtesy of Creative Commons Public Domain


    FPA of Greater Phoenix: 

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


    Join the call via VOIP:  https://www.uberconference.com/melissa01 - chrome is optimal browser

    Optional dial in number: 602-456-6642,  No PIN needed


    Note:  Calls are not held on holidays.

    • Thursday, January 25, 2018
    • Thursday, December 20, 2018
    • 12 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed

    Monthly Membership Team Check in Call


    4th Thursdays except when the date falls on a holiday.

    • Monday, February 12, 2018
    • Monday, December 10, 2018
    • 11 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed


    Membership and Partnership Benefits are ready for you to use!


    Our Monday "HUBbles" are drop in calls - no need to register.


    Call in on Mondays at 11:30 am and discover new tools for you.



    Image courtesy of Creative Commons Public Domain


    FPA of Greater Phoenix: 

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


    Join the call via VOIP:  https://www.uberconference.com/melissa01 - chrome is optimal browser

    Optional dial in number: 602-456-6642,  No PIN needed


    Note:  Calls are not held on holidays.

    • Monday, March 19, 2018
    • Monday, December 17, 2018
    • 10 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed


    Have a question about our chapter?


    Our Monday "HUBbles" are drop in calls - no need to register.


    Call in on Mondays at 11:30 am and ask away!




    FPA of Greater Phoenix: 

    The Essential Hub of our Financial Planning Community


    Join the call via VOIP:  https://www.uberconference.com/melissa01 - chrome is optimal browser

    Optional dial in number: 602-456-6642,  No PIN needed


    note: Hubble calls are not held on Holidays

    • Monday, December 17, 2018
    • 2:00 PM - 5:00 PM
    • 4248 N Craftsman Court #200 Scottsdale AZ 85251
    • 4
    Register




     

    • Tuesday, December 18, 2018
    • 4:00 PM - 6:00 PM
    • Trellis, 1405 E McDowell Rd, Phoenix, AZ 85006
    Register



    • Wednesday, January 16, 2019
    • 3:45 PM - 4:45 PM
    • Valley of the sun United Way: 3200 E Camelback Rd Ste 375


    Please contact the Public Awareness Committee Chair for detials on attending the presentations and/or presenting a presentation:

    Alex Koury

    akoury@valuesquest.com

    602-765-2224

    • Wednesday, January 23, 2019
    • 2:30 PM - 5:30 PM
    • Friendship Village in Tempe: 2645 East Southern Avenue Tempe, AZ 85282
    Register

    Our Lifelong Learning and Advocacy Teams , along with the Phoenix Compliance Round Table, present:

    Workshop Itinerary:
    2:30: Registration

    3:00: NRS - Compliance Expectations when serving Seniors

    4:00: Current Enforcement Examples and Discussion - 
    Better to Be Wise by the Mistakes of Others

    5:00  Continuing Q&A with our experts and Social Hour

    5:30 Adjourn

    Note:  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 and new resources.  They may on occasion, but are not expected to, provide professional CE credits.

    • Friday, January 25, 2019
    • 4:00 PM
    • Sunday, January 27, 2019
    • 4:00 PM
    • UCLA Conference Center at Lake Arrowhead
    Register

    Our Lifelong Learning Team and our Professional Relations Team bring you:

    Inaugural SouthWest Region Advance

    Jan 25-27, 2019

    UCLA Conference Center Lake Arrowhead



    • Wednesday, January 30, 2019
    • 9:00 AM - 1:00 PM
    • Arizona Capitol Museum: 1700 W Washington St Phoenix AZ
    Register


    photo from Flickr Creative Commons: Jon Mathies

    Join us as we build greater awareness of FPA and the profession of financial planning overall with our Arizona state legislators. 

    Let’s show our elected officials that we can serve as a resource to them when it comes to financial issues and legislation, and also continue building our relationships with those who make decisions that affect our profession and our clients' financial lives and well being.

    What does this involve?

    • Participating in a 60 minute training conference call with FPA National Advocacy Director, Karen Nystrom.
    • Being in Phoenix at our delegated meeting location by 9 am for our team organizing session.
    • Preparing to effectively utilize material developed by FPA nationally for the day.
    • Meeting with your legislators’ in their offices and sharing with them how the FPA and the profession of financial planning impacts lives and futures for Arizona citizens for the better.
    • Smiling for Photo Shots and Celebrations of our teamwork!

    FPA National will help make this an easy lift and provide us with training, materials, badges and folders to give to your elected officials

    We will complete our legislator appointments by 1 p.m.  We must clear out of our Museum Staging room by noon.

    Please register to join by 5 pm on December 31st,  if you would like to participate and be able to reach out to your legislators and request an appointment timely enough to be likely to get an appointment with them.

Past events

Friday, December 07, 2018 FPAofGP NexGen Holiday AfterBurner
Friday, December 07, 2018 2018 Holiday Event: Open House
Wednesday, November 28, 2018 Public Awareness: Financial Coaching Presentation
Wednesday, November 28, 2018 Quarterly Super CE Program
Tuesday, October 30, 2018 JA Finance Park Volunteer Opportunity
Wednesday, October 24, 2018 Workshop: Advocacy In Action
Saturday, October 20, 2018 Pro Bono Financial Planning Event - for the public
Friday, October 19, 2018 FPA of Southern Arizona: November Breakfast Meeting
Wednesday, October 10, 2018 Public Awareness: Financial Coaching Presentation
Wednesday, October 10, 2018 (FPA of Southern Arizona: October Breakfast Meeting
Friday, October 05, 2018 2018 Service Event with St. Vincent de Paul
Tuesday, September 25, 2018 FPAGP All Day Symposium 2018 - A Blast from the Past
Tuesday, September 18, 2018 Pro Bono Public Awareness & Advocacy Info Calls 4
Wednesday, September 12, 2018 FPA of Southern Arizona: August Breakfast Meeting
Thursday, September 06, 2018 Pro Bono Public Awareness & Advocacy Info Calls 3
Tuesday, August 21, 2018 Pro Bono Public Awareness & Advocacy Info Calls 2
Wednesday, August 15, 2018 Hansen Desert Hills Mortuary & Cemetery - Scottsdale Field Trip
Wednesday, August 15, 2018 FPA Orange County Collaborative Event Option
Thursday, August 09, 2018 Pro Bono Public Awareness & Advocacy Info Calls
Wednesday, August 08, 2018 Hansen Mortuary Phoenix Field Trip
Wednesday, August 08, 2018 FPA of Southern Arizona: August Breakfast Meeting
Thursday, August 02, 2018 FPAGP and FPA of San Diego Collaborative Membership Event
Thursday, July 26, 2018 NexGen Happy Hour at The Porch
Friday, July 06, 2018 Monthly Advocacy Team Check in Call
Wednesday, June 27, 2018 Field Trip:Federal Reserve Bank: Phoenix Processing Center
Wednesday, June 13, 2018 Collaborative Event: FPA of San Diego
Friday, June 01, 2018 FPAofGP Advocacy Team Calls
Wednesday, May 23, 2018 Quarterly Super CE Program: Financial Planning for Clients in Transition
Wednesday, May 09, 2018 FPA of Southern Arizona: May Breakfast Meeting
Friday, May 04, 2018 FPAofGP Advocacy Team Calls
Wednesday, April 18, 2018 Collaborative Event with East Valley Estate Planning Council
Wednesday, April 11, 2018 FPA of Southern Arizona: April Breakfast Meeting
Friday, April 06, 2018 FPAofGP Advocacy Team Calls
Wednesday, March 28, 2018 Collaborative Workshop Event with Arizona Council on Economic Education
Wednesday, March 14, 2018 FPA of Southern Arizona: March Breakfast Meeting
Tuesday, March 06, 2018 BONUS Collaborative Workshop Event with Phoenix Compliance Roundtable
Friday, March 02, 2018 FPAofGP Advocacy Team Calls
Wednesday, February 28, 2018 Quarterly Super CE Program: Dissecting the Tax Cuts and Jobs Act of 2017: A Phoenix Tax Workshop Roadshow for Financial Planners
Wednesday, February 14, 2018 FPA Chapter Advocacy Day
Wednesday, February 14, 2018 FPA of Southern Arizona: February Breakfast Meeting
Wednesday, February 07, 2018 Advocacy Day Webinar Training Call
Monday, February 05, 2018 Monday Hubble - Information Drop In Call
Thursday, February 01, 2018 Monthly LifeLong Learning Team Check In Call
Wednesday, January 24, 2018 Field Trip: The Phoenix Zoo: Exploring Planned Gift Advisory Committees
Wednesday, December 13, 2017 A Pragmatic Walk Through the Ethical Looking Glass 2017-3
Friday, December 08, 2017 2017 Holiday Event: Service Event with St. Vincent de Paul
Thursday, November 16, 2017 Quarterly SUPER CE: Nov Focus on Business Succession Planning
Wednesday, November 08, 2017 FPA of Southern Arizona: November Breakfast Meeting
Wednesday, October 25, 2017 FPA of GP Field Trip: Desert Botanical Garden
Saturday, October 21, 2017 2017 Financial Planning Day
Wednesday, October 11, 2017 FPA of Southern Arizona: October Breakfast Meeting
Wednesday, September 27, 2017 FPA of Greater Phoenix All Day Symposium 2017
Wednesday, September 13, 2017 FPA of Southern Arizona: September Breakfast Meeting
Wednesday, August 23, 2017 FPA of GP Field Trip: Arizona Community Foundation
Wednesday, August 09, 2017 FPA of Southern Arizona: August Breakfast Meeting
Wednesday, July 26, 2017 FPA of GP Field Trip: Vanguard
Thursday, July 20, 2017 FPA of San Diego Quarterly Networking social event
Monday, July 17, 2017 Deadline: Board Nominations for FPA of Greater Phoenix 2018/19 Board Service
Wednesday, June 28, 2017 FPA of GP Field Trip: Tempe at Tricks
Wednesday, June 28, 2017 FPA of GP Field Trip: Scottsdale at Terroir
Wednesday, June 21, 2017 National Advocacy Day with FPA
Wednesday, June 14, 2017 FPA of San Diego Quarterly Education Event
Wednesday, May 24, 2017 Quarterly SUPER CE: May Focus on Fiduciary Rule and Compliance Support
Wednesday, May 17, 2017 UofA Financial Planning Degree Program Update Event
Wednesday, May 17, 2017 EVEPC features Blaine Aikin on the Fiduciary Rule
Tuesday, May 16, 2017 FPA of San Diego Joint Event with CFA Society
Wednesday, May 10, 2017 A Pragmatic Walk Through the Ethical Looking Glass 2017-1
Wednesday, May 10, 2017 Public Awareness/Pro Bono Presentation: Budgeting 101 - A Balancing Act
Wednesday, May 10, 2017 FPA of Southern Arizona: May Breakfast Meeting
Wednesday, April 26, 2017 Public Awareness Pro Bono Presentation: Financial Fire Drill (SPANISH)
Wednesday, April 26, 2017 Public Awareness/Pro Bono Presentation: 10 Strategies for Improving Your Finances
Wednesday, April 26, 2017 Asset Protection and Jay Adkisson: Joint CE Event with East Valley Estate Planning Council
Tuesday, April 25, 2017 Public Awareness/Pro Bono Presentation: 10 Strategies for Improving Your Finances
Tuesday, April 18, 2017 Public Awareness Pro Bono Presentation: Taking Control of Your Finances in 8 Steps
Thursday, April 13, 2017 Public Awareness Pro Bono Presentation: Taking Control of Your Finances in 8 Steps
Wednesday, April 12, 2017 FPA of Southern Arizona: April Breakfast Meeting
Monday, March 27, 2017 Public Awareness Pro Bono Presentation: Estate Planning - Introduction to the Essentials
Saturday, March 25, 2017 Public Awareness Pro Bono Presentation: Taking Control of Your Finances in 8 Steps
Wednesday, March 22, 2017 Volunteer Recognition Celebration and Advocacy Workshop
Wednesday, March 08, 2017 FPA of Southern Arizona: March Breakfast Meeting
Monday, February 27, 2017 FPA Benefits Call for Chapter Members - B
Wednesday, February 22, 2017 Quarterly SUPER CE: February Focus on Retirement Income Planning featuring David Blanchett
Monday, February 20, 2017 Arizona Partnership Platform Tour and Benefits Call - B
Tuesday, February 14, 2017 FPA Chapter Advocacy Day
Monday, February 13, 2017 FPA Benefits Call for Chapter Members - A
Wednesday, February 08, 2017 Advocacy Day Training Call
Wednesday, February 08, 2017 FPA of Southern Arizona: February Breakfast Meeting
Monday, February 06, 2017 Arizona Partnership Platform Tour and Benefits Call - A
Thursday, January 26, 2017 Membership Committee Meeting
Wednesday, January 25, 2017 What you need to know about Technology, Compliance, and Cyber Security – but didn’t know to ask!
Thursday, January 19, 2017 Communications Committee Meeting
Thursday, January 12, 2017 Partnership Committee Meeting
Wednesday, January 11, 2017 FPA of Southern Arizona: January Program (rescheduled from December 14th)
Thursday, January 05, 2017 FPA of GP Lifelong Learning Committee Meeting
Wednesday, January 04, 2017 FPA of GP Public Awareness/Pro Bono Committee Meeting
Wednesday, December 14, 2016 A Pragmatic Walk Through the Ethical Looking Glass
Friday, December 02, 2016 Holiday Event: Service Event with St. Vincent de Paul
Thursday, November 17, 2016 NexGen Breakfast Bites
Wednesday, November 16, 2016 Valuation Discounts: Going Once, Going Twice... and Holiday Kick Off Mixer
Wednesday, November 09, 2016 FPA of GP Lifelong Learning Committee Meeting
Wednesday, November 09, 2016 FPA of Southern Arizona: November Breakfast Meeting
Friday, November 04, 2016 Partnership Committee Calls
Tuesday, November 01, 2016 Pro Bono Counseling Opportunity - Trellis - One on One Counseling During 2016:
Saturday, October 22, 2016 Financial Planning Day
Monday, October 17, 2016 Professional Relations Committee Event at ACEE
Friday, October 14, 2016 Financial Planning Day Volunteer Training Call
Wednesday, October 12, 2016 FPA of Southern Arizona: October Breakfast Meeting
Wednesday, September 28, 2016 FPA of Greater Phoenix All Day Symposium
Wednesday, September 14, 2016 FPA of Southern Arizona: September Breakfast Meeting
Saturday, September 10, 2016 Elections and Economics: An Educator Workshop with FPA of GP and ACEE
Wednesday, August 24, 2016 August Chapter Membership Meeting: Round Table Discussions
Wednesday, August 10, 2016 FPA of GP Public Awareness Committee Call
Monday, August 08, 2016 Partnership Benefits Call
Wednesday, August 03, 2016 FPA of GP Field Trips: August 3rd CCRC Tours - Choose up to TWO, 1 at 10am and/or 4pm
Sunday, July 31, 2016 Deadline: Board Nominations for FPA of Greater Phoenix 2017 Board Service
Friday, July 29, 2016 FPA of GP Public Awareness Committee Call
Wednesday, July 27, 2016 July CE Presentation - Aging and its Financial Planning Implications
Friday, July 22, 2016 FPA of GP Public Awareness Committee Call
Thursday, July 21, 2016 San Diego FPA Chapter July Member Social
Wednesday, July 20, 2016 FPA of GP Lifelong Committee Meeting Jul
Wednesday, July 13, 2016 FPA of GP Public Awareness Committee Call
Wednesday, July 13, 2016 Advanced Funding and Paying for College UBER Discussion
Wednesday, June 22, 2016 Pro Bono Opportunity - Vista Del Camino Community Center - Coping With Death: Financial Considerations in a Time of Need
Wednesday, June 22, 2016 June Chapter Meeting
Wednesday, June 15, 2016 FPA of GP Lifelong Committee Meeting Jun
Wednesday, June 15, 2016 San Diego FPA Chapter June Quarterly Meeting
Wednesday, June 15, 2016 Area Agency on Aging, Region One and FPA Educational Luncheon: Preventing Financial Elder Abuse
Wednesday, May 25, 2016 Pro Bono Opportunity - Vista Del Camino Community Center - Financially Surviving a Job Loss
Wednesday, May 25, 2016 May Chapter Meeting
Wednesday, May 18, 2016 FPA of GP Lifelong Committee Meeting May
Wednesday, May 04, 2016 Quatro de Mayo NexGen event
Wednesday, May 04, 2016 Pro Bono Opportunity - Valley of the Sun United Way - Taking Control of Your Finances in 8 Steps
Wednesday, May 04, 2016 April Chapter Meeting (held 1 week later than normal)
Friday, April 29, 2016 IACP Two Day Introductory Interdisciplinary Collaborative Practice Training
Wednesday, April 20, 2016 FPA of Southern Arizona: April Breakfast Meeting
Wednesday, March 23, 2016 March Chapter Meeting
Tuesday, March 22, 2016 Military Assistance Mission: Opportunity to Present on behalf of the FPA of Greater Phoenix
Saturday, March 19, 2016 Military Assistance Mission: Opportunity to Present on behalf of the FPA of Greater Phoenix
Saturday, March 19, 2016 Pro Bono Presentation Opportunity - Trellis - Taking Control fo Your Finances in 8 Steps
Wednesday, March 09, 2016 FPA of Southern Arizona: March Breakfast Meeting
Tuesday, March 08, 2016 Intro to Pro Bono
Sunday, March 06, 2016 Wounded Warrior Project: Opportunity to Present on behalf of the FPA of Greater Phoenix
Thursday, March 03, 2016 Pro Bono Opportunity - Valley of the Sun United Way - Taking Control of Your Finances in 8 Steps
Saturday, February 27, 2016 Pro Bono Presentation Opportunity - Trellis - Taking Control fo Your Finances in 8 Steps
Wednesday, February 24, 2016 Pro Bono Opportunity - Vista Del Camino Community Center - Real World Retirement Planning
Wednesday, February 24, 2016 February Chapter Meeting
Wednesday, February 17, 2016 FPA of Southern Arizona: February Breakfast Meeting
Wednesday, January 27, 2016 January Chapter Meeting
Monday, January 25, 2016 FPA of GP Lifelong Committee Meeting
Thursday, January 07, 2016 Pro Bono Opportunity - Valley of the Sun United Way - Taking Control of Your Finances in 8 Steps
Tuesday, December 15, 2015 Chapter Social, honoring Partners and Volunteers
Wednesday, December 09, 2015 FPA of Southern Arizona: December Breakfast Meeting
Wednesday, November 18, 2015 November Chapter Meeting
Wednesday, November 11, 2015 Pro Bono Opportunity - ComPsych - Managing Personal Finances
Wednesday, November 11, 2015 FPA of Southern Arizona: November Breakfast Meeting
Wednesday, October 28, 2015 Pro Bono Opportunity - City of Scottsdale Human Services - Spanish Presentation - Taking Control of Your Finances
Saturday, October 17, 2015 Financial Planning Day
Wednesday, October 14, 2015 FP Day Volunteer Interest Conference call
Wednesday, October 07, 2015 FP Day Volunteer Interest Conference call
Wednesday, September 30, 2015 FP Day Volunteer Interest Conference call
Wednesday, September 23, 2015 September Chapter Meeting
Wednesday, September 16, 2015 FP Day Volunteer Interest Conference call
Wednesday, September 09, 2015 FP Day Volunteer Interest Conference call
Wednesday, September 09, 2015 US/AZ Economic Update Dr. George Hammond, UofA
Thursday, August 27, 2015 Guest Registration for August Chapter Meeting
Wednesday, August 26, 2015 August Chapter Meeting
Wednesday, August 12, 2015 529 Plans: Kevin Ruppprecht and Regina Carmon
Wednesday, July 22, 2015 July Chapter Meeting
Wednesday, June 24, 2015 June Chapter Meeting
Wednesday, May 27, 2015 May Chapter Meeting
Wednesday, May 20, 2015 Pro Bono Opportunity - Valley of the Sun United Way - Taking Control of Your Finances
Wednesday, April 29, 2015 FPA of Greater Phoenix All Day Symposium
Wednesday, April 22, 2015 Pro Bono Opportunity - City of Scottsdale Human Services - Taking Control of Your Finances
Wednesday, April 15, 2015 Pro Bono Opportunity - Arizona Department of Administration - Financial Planning for Life
Thursday, April 09, 2015 Pro Bono Opportunity - Valley of the Sun United Way - Taking Control of Your Finances
Wednesday, April 08, 2015 Pro Bono Opportunity - Glendale Community College - Financial Literacy
Tuesday, April 07, 2015 Pro Bono Opportunity - Gateway Community College - Taking Control of Your Finances
Wednesday, March 25, 2015 March Chapter Meeting
Wednesday, February 25, 2015 February Chapter Meeting
Wednesday, January 28, 2015 Pro Bono Opportunity - City of Scottsale Human Services - Budgeting 101
Wednesday, January 28, 2015 January Chapter Meeting
Wednesday, November 19, 2014 FPA of Greater Phoenix November Chapter Meeting
Saturday, October 25, 2014 Financial Planning Day
Wednesday, September 24, 2014 FPA of Greater Phoenix September Chapter Meeting
Wednesday, August 27, 2014 August Chapter Meeting - Sameer Jain on 'Asset Allocation in Alternative Investments' and 'Durable Income'
Wednesday, July 23, 2014 FPA of Greater Phoenix July Chapter Meeting
Wednesday, June 25, 2014 FPA of Greater Phoenix June Chapter Meeting
Wednesday, May 28, 2014 FPA of Greater Phoenix Annual Symposium - Planning in the New Age
Wednesday, April 23, 2014 FPA of Greater Phoenix April Chapter Meeting - How Does Life Insurance Fit into a Financial Plan?
Wednesday, March 26, 2014 FPA of Greater Phoenix March Chapter Meeting


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.