TIP: look for these helpful icons to indicate "face to face" or "via the internet" connections
We consistently offer robust, engaging programming.
We leverage our hard learned and hard earned Learning Hub Components.
note: our Learning Hub document is still in draft stage. We are on V5. Wanna help? Contact our Executive Director, or join Professional Development Working Group Zoom sessions.
TIP: Chapter produced traditional
Continuing Education events
display a differing photo to cue readers about
"face to face" [left] or "via the internet" [right} connectivity.
supporting Robust and Engaging programming:
Happy Hours and Mixers
CFP(R) or Insurance Professionals
Ethics or compliance heavy topics
Discussion Formats with
Defined Subjects and Deliberate Facilitators.
Financial Planner centric, marketing and self promotion in a Round Table gathering is counter to the intent of shared learning about subject matter.
Out of the norm, Out of the Office
On Site Experiential learning
Partners are People, too!
Short infomercials that delight and educate.
The human and fun side of what they do for you.
Partners are Subject Matter Experts
deliver quality continuing education.
Public Awareness and Pro Bono events not only improve our communication skills,
they advance Financial Literacy in AZ.
As the Hub of our Financial Planning Community,
these conversations connect you to
chapter leadership, initiatives, and each other.
Adult Learning connects your experiences
and skills to new ideas,
innovative twists, and cool technology.
Common problems or concerns.
Fact Based Exploration and discussion.
One community seeking shared ideas, resources, and solutions.
Different Adult Learning Styles come together via
purposeful relevant real life exercises with professional peers.
Case Study events hone your analytical and critical thinking approaches by
exposing you to how others might approach solving the same problem.
Our Professional Relations and Community Relations teams
formalize beneficial relationships with financial industry nonprofits
and for profit companies interested in partnering with the chapter
to support their financial literacy efforts. Our Case Study events leverage this work to help you build great relationships over time due to the stability of these organization to organization agreements.