• Open and honest communication
• Shared responsibility
• Accountability to each other and to our vision
  

Vision:
We will provide members with opportunities to enhance their careers and deepen their involvement in our profession, specifically in the areas of employment, education, professional development, leadership and community involvement.

• Career Day - An annual, day-long event designed to help individuals explore career opportunities in financial planning, and facilitate the interview process between financial planning students/career-changers and Minnesota FPA financial planning professionals.
• Scholarship Programs - Scholarships are available to encourage students and FPA members to learn and grow in the financial planning field, and to attain and enhance their CFP designation.
• Practice Development Program - Organize a monthly practice development program to help members expand and perfect their practice management skills.
• Financial Essentials - Program at FPA MN Symposium each year designed for those attendees who are newer to financial planning.

Energizing Alliances:

• Committee Leadership Positions - Members will develop and refine their skills within defined Committee leadership positions.  As new members are added to the team, the Committee will add co-leads to existing leadership positions to foster involvement and enhance achievement. 
• Local and National Organizations - We will nurture our natural alliances with National FPA, Member Services Committee, Public Relations Committee, Programs Committee, Partnerships Committee, and Symposium Committee. We will also identify and establish relationships with colleges and universities, and other organizations that share or support our vision.

Activating Transformations:

• Career Day Sub-Committee
  • Promote Career Day through local colleges and universities.
  • Enlist the help of Membership Committee to introduce new planners and student members to our committee
  • Advertise event in the monthly newsletter, handout at monthly chapter meetings, and meeting announcements
• Scholarship Sub-Committee
  • Review scholarship selection process
  • Continue to build relationships with professors at local colleges/universities
  • Increase scholarship announcements to our membership
• Practice Development Sub-Committee
  • Bring together members to develop planning processes they can implement in building their practices
  • Find qualified people to lead programs each month
• Financial Essentials Sub-Committee
  • Promote Symposium through local colleges and universities
  • Develop program that is relevant and interesting to newer financial planning professionals

Achieving and Measuring Results:

• Career Day Sub-Committee
  • Minimum of 40 student/career-changer attendees and 6 employer interviewers
  • Develop timeline to follow in future years
  • Develop survey for students/career-changers to gauge what can be improved upon for the following year and to find out how many employers made job offers and hired
• Scholarship Sub-Committee
  • At least eight students applicants for a 2010 Symposium scholarship
  • At least three member applicants for the Montgomery Scholarship
  • At least two applicants for the Residency Scholarship
• Practice Development Sub-Committee
  • Attract 10 - 15 attendees at monthly meetings free of charge
  • Give partners of FPA MN the opportunity to lead programs
• Financial Essentials Sub-Committee
  • Develop a program that attracts at least 15 attendees