Volunteer Committees

Career Development Committee — Focuses on how to best serve individuals who want to enter and grow careers in financial planning.  Activities include engaging FPA chapters in grass root activities/events such as developing an annual career day and starting FPA student chapters.  Staff liaisons:  Jaleen Edwards and Julie Massaro

Ethics Committee (individual members) — Is charged by the FPA Board of Directors to review alleged violations of the FPA Code of Ethics by FPA members. The committee also advises staff on ways to enhance awareness by FPA members of their obligations under the Code. Staff liaison: Dan Barry

Government Relations Committee — Provides oversight and direction to FPA's legal, legislative and regulatory efforts on public policy issues affecting financial planners and consumers. Staff liaisons: Dan Barry and Duane Thompson

Institutional Ethics Committee (firms) — Reviews alleged infractions of the FPA Code of Conduct by FPA institutional members and approves Institutional member firms for the FPA Alliance Recognition Program.  Staff liaison: Jaleen Edwards

Pro Bono Advisory Committee — Works together with FPA staff to establish guidelines for FPA pro bono programs, develop resources for use by chapters and volunteers, and mentor chapter leaders on the development of local initiatives. Staff liaison: Jonathan Sprague

Professional Issues Committee — Prepares FPA positions on professional developments that affect FPA members.  The committee analyses industry proposals that directly affect CFP certificants and their practices to develop a formal position and provide input on behalf of FPA members. Staff liaison: Dan Barry

Tax Subcommittee — Provides oversight and direction to FPA positions on tax and retirement legislation at both the federal and state levels of government that affect FPA members. Staff liaison: Dan Barry