Future Committees

FPA of Philadelphia Tri-State Area Committees

Get involved by joining a committee today!

Career Development

The Career Development Committee assists aspiring financial planners who are early on in their careers through more seasoned FPA members in the advancement of their careers through continuing education opportunities. As the profession grows and becomes more standardized, we’re finding it’s ever more helpful to facilitate relationship growth across newer and more seasoned members in the profession to create career growth and support opportunities.

Conference

We will help fulfill the FPA Philly's mission by creating an event that fosters competent, committed and ethical members, provides educational enrichment and networking opportunities, assists members in achieving professional growth and personal fulfillment and provide support to other FPA of Philadelphia Tri-State Area committees to better help the financial service community as a whole.

Diversity, Equity & Inclusion

The FPA Philly's Diversity, Equity & Inclusion (DEI) Committee is dedicated to supporting the FPA in its efforts to providing knowledge, advocacy, community and leadership to all those who need, support and deliver professional financial planning, but with a focus on bringing a diverse community into the membership as well maintain a welcoming culture for that community. FPA to raise awareness and promote an environment that embraces diverse communities – of consumers and professionals. In so doing, FPA strives to increase opportunities and access for the wildest spectrum, so that all may join, collaborate, and thrive with an inclusive financial planning community. The goal is for the membership of FPA Philly to match or exceed the diversity of the Pennsylvania population as set by the US Census Bureau and ensure there is an inclusive and welcoming atmosphere.

Financial Education

The Financial Education Committee promotes volunteer opportunities for the FPA Philly members that focus on financial literacy, education, and outreach to students and the public.

Membership

The Membership Committee goal is to have the FPA of COK members realize and experience the values of being a member of FPA. Enhance FPA of Oklahoma's membership value, understand and respond to member needs by providing extraordinary benefits and activities and the connections that enhance their practice and service to their clients.

NexGen

NexGen is a community of younger financial planners who work to support, advise, and encourage one another in our professional advancement. The NexGen Committee creates opportunities for growth, education and networking for non-member students and FPA Philly members who are aspiring or early-career CFP® professionals, promoting the vision and mission of the both the national FPA NexGen group and the FPA Philly chapter. The NexGen committee works to uphold and grow the community of NexGen within FPA Phillymembership with inspiration, encouragement and support for members of FPA.

Partnerships

The Partnership Committee strives to inform partners and potential partners about the benefits of FPA of Philadelphia Tri-State Area and to nurture mutually-beneficial relationships between FPA and its partners. It is the Partnership Committee’s objective to encourage partners to be involved with the FPA community and to take advantage of their various benefits in order to maximize their partnership dollars and retain their partnership commitment.

ProBono

NexGen is a community of younger financial planners who work to support, advise, and encourage one another in our professional advancement. The NexGen Committee creates opportunities for growth, education and networking for non-member students and FPA Philly members who are aspiring or early-career CFP® professionals, promoting the vision and mission of the both the national FPA NexGen group and the FPA Philly chapter. The NexGen committee works to uphold and grow the community of NexGen within FPA Philly membership with inspiration, encouragement and support for members of FPA.

Professional Issues

The Professional Issues Committee tracks legislative and regulatory issues and other developments relevant to financial planners. We work on developing and maintaining a relationship with legislators and regulators through our advocacy efforts. We also spend time discussing and considering best practices on issues that financial planners face every day. We seek to inform and promote discussion on issues such as cybersecurity and eldercare through our writings in FPA publications. We look to highlight the steps all financial planners need to address in order for financial planning to be recognized as a profession.

Programs

With the interest of the membership in mind, the Programs Committee ensures the monthly programs have a strong educational basis as well as engaging, non-soliciting speakers. By polling the members on topic, speakers, and location, we attempt to identify their wants and needs in an effort to maximize membership attendance.

Public Relations

The Public Relations Committee is dedicated to communicating the value of the FPA of Philadelphia Tri-State Area and financial planning to the public, media, and financial planning community.

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