Chapter News

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  • CFP Board earns ASAE “Power of Association” Gold Award for The Psychology of Financial Planning

    Friday, September 15, 2023 11:10 AM | Anonymous

    For full .pdf article, click here

  • In case you missed it! Recap - CE Sandwich: The Furture of Technology and Infrastructure

    Thursday, August 31, 2023 12:47 PM | Anonymous member (Administrator)
    For full .pdf article, click here

  • August Recess Rush...Advocacy In Action

    Tuesday, August 01, 2023 9:38 AM | Anonymous member (Administrator)

    For full article .pdf, click here


  • Field Trip Ideas: Where would you most like to See the Insider's View?

    Monday, July 31, 2023 9:30 AM | Anonymous member (Administrator)


  • Call for Financial Literacy Instructors

    Thursday, July 27, 2023 9:36 AM | Anonymous member (Administrator)

    For full article .pdf, click here


  • Do You Have a Body of Work?

    Thursday, July 27, 2023 9:35 AM | Anonymous member (Administrator)

    For full article .pdf, click here


  • Mentorship Interest?

    Monday, July 24, 2023 9:33 AM | Anonymous member (Administrator)

    For full article .pdf, click here


  • Call for Board Nominations

    Thursday, July 20, 2023 2:54 PM | Anonymous member (Administrator)

    For full article .pdf, click here


  • From Houses to Heirs! Equipping Mature Homeowners for Financial Success

    Thursday, July 13, 2023 10:33 AM | Anonymous

    Date:  Thursday, July 13th

    Time:  2-4 pm

    Location:  Fairway Mortgage, 9977 N 90th St., #150, Scottsdale, AZ 85258

    Estate planning/Helping Aging Parents - Senior Mortgage strategies & Good Health in Golden Years

    Alex Koury - Hosler Wealth Management, Rob Kanyur - Fairway Independent Mortgage, Barbara Micheletti - Strategizing Aging Health, Frank Divers - Co Founder Estate Docs Pro 

    RSVP https://bit.ly/LearningLab072023



  • 2023 Tax and Legal Seminar

    Wednesday, May 31, 2023 7:00 AM | Anonymous

    You're invited to the
    2023 Tax and Legal Seminar

    Friday, November 3, 2023
    The Scottsdale Resort at McCormick Ranch 

    7:00 AM Breakfast & Registration
    7:45 AM-12:30 PM Seminar

    The Center for Jewish Philanthropy of Greater Phoenix and the Arizona Community Foundation present the 2023 Tax and Legal Seminar featuring Samuel A. Donaldson, Professor of Law at Georgia State University. Join us and the leading Arizona estate planning attorneys, CPAs, insurance agents, CFPs, and other financial planning professionals for the premiere tax & charitable planning event.

    Attendees can receive up to four hours of continuing education credits in their field.

    The event will take place in-person and a recording of the seminar will be available to view beginning on or around November 10. 

    General Registration In-Person Tickets: $290

    Day of Event Registration In-Person Tickets: $315

    Post Seminar Recording available to view on or around November 10: $290

    Note: the post seminar recording is included with each ticket purchased.

    Full refund for cancellation received by October 20.

    To Register:  About - 2023 Tax and Legal Seminar (cventevents.com)

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PO Box 4130 Scottsdale AZ 85261


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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.