2016 CAREER DEVELOPMENT - Plan of Work
FPA is the community that fosters the value of financial planning, and advances the practice and profession of financial planning.
Committee Members:
Director:
Megan Olson
molson@wipflihewins.com
Vice:
Vice Name
Vice email
Ellen Fee
Molly Sullivan
Joseph Godfrey
Nick Thunker
Tony Haider
Jordan Vlastuin
Sara Kantor
PASSION STATEMENT
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.
3 MAIN STRATEGIES
As a guide, strategies are not specific projects.
Strategy 1
Engage career changers
How will we communicate
Through FPA Connect, email, PR Committee, Chapter meetings, visits to CFP
with our targeted audiences? courses, newsletters, other FPA members.
Tactics to Fulfill Strategy
Target Date
Hosting a career changer (encore)
networking event
9/1
Committee Member(s) Value that should be
Spearheading
Communicated.
Ellen?
Communicate the value and
power of FPA and networking
with other members and career
changers in the same positions
Continue to be in touch with Kaplan – St. Ongoing –
Thomas and Mankato
6/1
Nick?
Career Day
Megan
2/26
Communicate the value of FPA
to the students in programs:
education, networking,
connecting, job centers,
mentorship opportunities,
resume resources, tools
Ability to interview with hiring
firms, keynote speaker,
roundtable discussions
Ways to Integrate Ideas and Collaborate
How does what you do integrate with what other committees/organizations do?
Alliance
PR Committee
What can we provide?
Provide content to push out on social
media pages
Kaplan
Exposure to students in CFP®
programs, show value of
membership, advertisement on the
website
Strategy 2
What can they provide?
Assistance in getting the word out
about FPA and the benefits to
career changers
Scholarships for exam prep
possible, class time to speak to
students
Engage undergrad students
How will we communicate
Through FPA connect, email, PR Committee, University Career Centers,
with our targeted audiences? professors, school visits, newsletters, other FPA members.
Tactics to Fulfill Strategy
Target Date
Promote scholarships
12/31
Establish University Partner Program with 10/31
Mankato
Continue contact with University Partner Ongoing –
Program at UMD
12/31
Career Day
2/26
Committee Member(s) Value that should be
Spearheading
Communicated.
Jordan?
Communicate value of all
available scholarships:
Montgomery, Residency,
Symposium, Kaplan (?)
scholarships that are all
available through the Career
Development Committee
Nick
FPA (MN and National)
resources to be shared with the
university
Megan
FPA (MN and National)
resources to be shared with the
university
Megan
Ability to interview with hiring
firms, keynote speaker,
roundtable discussions
Ways to Integrate Ideas and Collaborate
How does what you do integrate with what other committees/organizations do?
Alliance
PR Committee
What can we provide?
Provide content to push out on social
media pages
Kaplan
Exposure to students in CFP®
programs, show value of
membership, advertisement on the
website
Strategy 3
What can they provide?
Assistance in getting the word
out about FPA and the benefits
to career changers
Scholarships for exam prep
possible, class time to speak to
students
Improve current member experience relative to the Career Development Committee
How will we communicate
Through FPA Connect, email, PR Committee, Chapter meetings, visits to CFP
with our targeted audiences? courses, newsletters, other FPA members.
Tactics to Fulfill Strategy
Target Date
Enhance job site/resume posting
6/30
Continue development of MentorMatch
Program
12/31
Committee Member(s) Value that should be
Spearheading
Communicated.
Joe?
Ability to review job postings
and post/review resumes of
those looking for work in the
industry
Joe/Derek
Mentors and Mentees fostering
a relationship based upon
similar interests/needs
Ways to Integrate Ideas and Collaborate
How does what you do integrate with what other committees/organizations do?
Alliance
PR Committee
What can we provide?
Provide content to push out on social
media pages
FPA National/other FPA Chapters
Feedback with our current/ongoing
experiences
What can they provide?
Assistance in getting the word
out about successes of the
MentorMatch Program, publicity
of need for new volunteers
Provide explanation and
feedback on current programs