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Interested in Starting a FPA Student Chapter?

 

FPA Student Chapter Guidelines - General information, based on research with existing student chapters, that covers resources currently available, how the Student Chapter and FPA Chapter can work together, suggestions for Student Chapter board / FPA Chapter board interaction, etc.  Please feel free to share your ideas, thoughts, concerns with FPA so that we can make your FPA Student Chapter as beneficial and productive as possible!

 

Beginning in late 2009, FPA began working with student organizations to create officially recognized FPA Student Chapters.  Prior to 2009, student chapters were formed in a more organic nature and many of those groups continue to exist.  FPA is well on our way to making student chapters an effective way of keeping the pipeline of financial planning professionals full.  Becoming an FPA Student Chapter does not involve a tremendous amount of work: the hardest part is becoming a recognized campus “club/organization” first.

  • FPA Student Chapter Model Bylaws - Bylaws are an agreement between the FPA Student Chapter and its members and should be completed by the university faculty advisor and/or program director.  
    • The university will determine much of the structure and guidelines for the student chapter.  Overall, the bylaws are going to conform much more to the university requirements first, FPA secondly.
    • Anywhere there are university based requirements that “trump” FPA’s model bylaws, please indicate as such so that FPA can have a better understanding of why something is/is not allowed. 
    • Please return these bylaws to FPA's Chapter Relations Department for review once complete.

 

  • FPA Student Chapter Affiliation Agreement - This is an agreement between FPA and the Student Chapter and should be signed by the university faculty advisor and/or program director.  This document outlines how FPA and the Student Chapter will operate together. 
    • Please return the signed affiliation agreement to FPA's Chapter Relations Department for review once complete. 
    • Upon approval, Marvin W. Tuttle, CAE, and CEO of FPA will be the second signature on the student chapter affiliation agreement.

 

  • Career Development One Sheet - Interested in starting career development programs in your chapter but not sure where to start?  FPA's Career Development Committee has compiled a number of resources to aid you in the implementation of Career Days, Internship Programs, Scholarship Programs, Mentoring Programs and FPA Student Chapters.  We have all the information you need: who, what, when, where, why and how. 

 

  • Shadow Days - Provide students with an opportunity to spend a "day in the life" of a financial planner.  Utilize this shadow day interest form to understand the needs and wants of students in your areas, and pair them up with a local planner that best suits their interests.  Although each students needs are unique, the goal is to provide some uniformity in each shadow day experience which is accomplished via the shadow day planner check list.

 

  • Become an FPA Student Member - $35 student membership will get you access to a variety of FPA member benefits and our community of 24,000+ financial services professionals.  Feel free to hand out applications during a meeting or in class and ask for the completed applications to be returned at the end of the session.  Take these applications, and payment, and return directly to FPA's Chapter Relations Department at:
    • Financial Planning Association
      Attn: FPA Chapter Relations Department
      Suite 600
      7535 E. Hampden Ave.
      Denver, Colo.  80231

 

 

  • Connect with an FPA Chapter - As a member of FPA, you receive the benefits of connecting with a local FPA Chapter.  These Chapters provide convenient access to networking opportunities, educational meetings, internship opportunities and much more.

 

Looking to Engage Local Program Directors?

  • FPA Guide to Academic Involvement - For the program director/instructor at the university, this document provides ideas on how FPA can help facilitate an FPA Student Chapter and/or increase student involvement directly with the university.  This document also provides information on how program directors can become more involved with FPA.

 

  • FPA Chapter and Student Opportunities – This PowerPoint talks about FPA, our Chapters and how students can get involved.  Feel free to tweak this presentation as you see fit for any formal presentations that you may want to give at local universities, to program directors, and FPA Student Chapters.

 

  • The first 10 applications that a program director returns to FPA qualifies the individual for a 1-year free FPA membership.  Please contact FPA's Chapter Relations Department for more information.

 

Affiliate With Your Student Chapter

If you are interested in connecting with your FPA student chapter, please complete the form below.

Please note: FPA Student Chapters are only available for students enrolled at the respective university

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