Career Development

The Career Development Committee oversees the FPA of  Wisconsin Scholarship.  The FPA-WI Scholarship Program provides financial assistance to students pursuing the Certified FinancialTM Planner certification.  For more information and the application - click here!  Kier Educational Resources also offer scholarships to FPA Members. Click here for the 2016 application.  

CAREER DEVELOPMENT COMMITTEE

MISSION:  The Career Development Committee will work to advance the efforts of the FPA to enhance professional development and build a strong professional community.

VISION:  We will work with members to provide opportunities to enter the profession and develop their practices, which will deepen their involvement in the profession; specifically in the areas of employment, education, professional development, leadership and community involvement.

 

COMMITTEE DESCRIPTIONS 

DIRECTOR OF CAREER DEVELOPMENT
Goal: Ensure the mission and vision of the Career Development Committee is being fulfilled.                                                                                                                              
Estimated monthly time commitment: 8-10 hours

Array of Duties
·         Clarify and advance the vision of the career development committee
·         Coordinate and run effective meetings for the career development committee
·         Maintain communication on behalf of committee
·         Serve as resource for career development by acting as point person for questions and collaborative efforts
·         Assist the president, president-elect, and chapter executive director to develop annual chapter budget, including career development committee budget as part of strategic planning process
·         Communicate with chapter members delivering and promoting career development programs that advance the financial planning profession
·         Attend monthly board meetings, chapter meetings, and chapter activities
·         Attend the chapter regional conference

 

STUDENT LIAISON (Sub-committee):
Goal: Develop strong relationship with local college/university programs to act as a resource for students.

Estimated monthly time commitment: 1-2 hours

Array of Duties
·         Serve on Career Development Committee as university liaison
·         Establish and maintain student chapters at local college/universities and promote the financial planning as a profession to interested college students
·         Encourage student member involvement in chapter programs to enhance networking relations with chapter members and encourage members to interact with students by speaking at their finance clubs
·         Develop FPA Student Chapters with applicable college/university programs
·         Promote programs for member involvement with student chapters including mentorship and internship opportunities developed by the Career Development Committee
·         Submit periodic articles for the chapter newsletter about student and regular membership
·         Attend and actively participate in committee meetings
·         Attend chapter programs and activities

 

CFP® SCHOLARSHIP DIRECTOR (Sub-committee):
Goal: Promote the CFP Certification by way of operating the CFP® scholarship process.

Estimated monthly time commitment: 1-2 hours

Array of Duties
·         Serve on Career Development Committee to promote and coordinate CFP® Scholarship
·         Review scholarship applications and provide recommendation for board approval
·         Advertise scholarship award in quarterly newsletter and chapter events
·         Monitor chapter website to ensure application information is up-to-date
·         Act as a resource to promote and educate prospective and current members about the CFP® Certification process
·         Work with Student Liaison to build relationships with professors at local colleges/universities
·         Attend and actively participate in committee meetings
·         Attend chapter programs and activities

 

PRACTICE MANAGEMENT GROUP DIRECTOR (Sub-committee):
Goal:  Provide practice management events and resources for current professionals to advance their careers.

Estimated monthly time commitment: 2-3 hours (more intensive around event dates)

Array of Duties
·         Serve on Career Development Committee to promote and coordinate Practice Management Group events
·         Secure event locations in both Milwaukee and Madison on a bi-annual or quarterly basis
·         Obtain speakers or discussion topics for meeting material
·         Work with chapter partners to present at practice management meetings
·         Advertise events in calendar of events to be posted on website and in quarterly newsletters
·         Attend and actively participate in committee meetings
·         Attend chapter programs and activities

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CAREER DAY & INTERNSHIP SYMPOSIUM DIRECTOR (Sub-committee):
Goal: Organize an annual Career Day to provide internship and employment opportunities to students and new planners.

Estimated monthly time commitment: 4-6 hours (more intensive around event dates)

Array of Duties
·         Serve on Career Development Committee to create a process for and promote an annual Career Day event
·         Promote Career Day through local colleges and universities
·         Enlist the help of the Membership Committee to introduce new planners and student members to our committee
·         Advertise event in quarterly newsletter and during chapter meetings
·         Attend and actively participate in committee meetings
·         Attend chapter programs and activities

 

MENTORSHIP PROGRAM DIRECTOR (Sub-committee):
Goal: Provide a resource for new planners to be paired with existing professionals for mentorship purposes.

Estimated monthly time commitment: 2-4 hours

Array of Duties
·         Serve on Career Development Committee to create a process for and promote a Mentorship Program
·         Develop system to connect new planners with the FPA-WI chapter who are seeking advice and counseling with experienced financial planning professionals
·         Advertise mentorship opportunities in quarterly newsletter and at chapter events
·         Attend and actively participate in committee meetings
·         Attend chapter programs and activities