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FPA of MN Organizational Manual
FPA of MN Job Descriptions
We are here to serve our FPA of MN community by personally embracing the primary aim and core values of the Financial Planning Association. At the heart of our service is our membership.
The Career Development Committee is dedicated to supporting the FPA in its efforts to build a strong professional community, especially through those new to the profession.
Diversity, Equity & Inclusion
The FPA of MN 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 of MN to match or exceed the diversity of Minnesota population as set by the US Census Bureau and ensure there is an inclusive and welcoming atmosphere.
The Financial Education Committee promotes volunteer opportunities for the FPA of MN members that focus on financial literacy, education, and outreach to students and the public.
The Membership Committee goal is to have the FPA of MN members realize and experience the values of being a member of FPA. Enhance FPA of Minnesota'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.
New Member (Recruitment)
The New Member Committee mission is the recruitment and integration of new members during the first year of membership. We promote the growth of FPA membership by greeting guests at the chapter meetings, serving as a chapter guide for their first year, hosting networking social events for new members, and staffing an information booth at the Symposium.
The NexGen Committee creates opportunities for growth, education and networking for non-member students and FPA MN 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 MN chapter. The NexGen committee works to uphold and grow the community of NexGen within FPA MN membership with inspiration, encouragement and support for members of FPA.
The Partnership Committee strives to inform partners and potential partners about the benefits of FPA of MN 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.
Happy Partners = Healthy Chapter.
The Pro Bono Committee knows that making wise financial decisions aligned with one’s values is a defining part of a fulfilling life. As such, we believe that every individual and family deserve access to quality financial planning services regardless of their financial means or background. We passionately serve the underserved members of our community. We believe that the most effective way to advance the practice and profession of financial planning is to share its power with those in need in our community, and that in doing so we GROW as much as we GIVE. This is why we actively work to build relationships with Community Based Organization (CBO) partners, connecting members of underserved communities with opportunities to engage in pro bono financial planning engagements with the nearly 600 qualified CFP® practitioner members of FPA of Minnesota.
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.
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.
The Public Relations committee is dedicated to communicating the value of the FPA of Minnesota and financial planning to the public, media, and financial planning community.
We will help fulfill the FPA of MN 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 MN committees to better help the financial service community as a whole.
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MN membership totals over 800 financial professionals
and 25,000 nationwide
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