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Share your passion and experience by getting involved in FPA! Volunteers are at the heart of FPA’s work – providing exceptional experiences and essential tools to our community. We welcome your expertise and enthusiasm in becoming a part of our active group of volunteers. We hope you will take time to review the opportunities for volunteer participation and discover ways to contribute to our profession.
Please contact Chapters if you are interested in any of the open opportunities.
When you get involved, you contribute your unique expertise to the advancement of the financial planning profession and FPA. This past year, FPA members helped develop vibrant continuing education programming for FPA’s conferences, recognized individuals making exceptional contributions to the public and the profession, created career development tools, scholarship programs and more.
FPA Chapters: FPA’s chapters offer many local volunteer opportunities, such as helping out at a pro bono event, volunteering for committees or for the local board. Connect with your local chapter today to get involved in your area.
|
Committee |
Charge |
Recruiting |
|
Enhancing the relationship with and connection to the academic and educational communities. |
Yes |
|
|
Influencing public policy and the regulation of financial planning and other issues affecting the profession. |
Yes |
|
|
Overseeing and selecting recognition and awards recipients. |
Yes |
|
|
Chapter Leadership |
Coordinating the activities and information flow among the chapters and between chapters and national. |
No |
|
Enabling CFP® practitioners to connect with other practitioners, allied professionals and others to provide business and personal support and camaraderie. |
Yes |
|
|
Corporate Relations/ Major Firms |
Expanding the relationship with the value proposition for the corporate community. |
No |
|
Expanding the participation of diverse communities within FPA. |
Yes |
|
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Responsibility for developing standards and rules of membership and then applying those standards on a case by case basis. |
Yes |
|
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Developing a framework for relationships and programs for the international community of financial planners |
Yes |
|
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Supporting CFP® practitioner’s ability to create, develop and manage a successful financial planning business. |
Yes |
|
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Enhancing the CFP® practitioner’s personal body of knowledge in all financial planning content areas. |
Yes |
|
|
FPA Experience |
Effectively develop and implement the event. |
No |
|
Chapter Leadership |
Effectively develop and implement the event. |
No |
|
Business Solutions |
Effectively develop and implement the event. |
No |
|
Retreat |
Effectively develop and implement the event. |
No |
|
