Topics
   • Purpose
   • Mission and Vision
   • Tools of Governance
   • Board of Directors
   • Expectations of Board Members
   • Board Responsibilities
   Topics
   • Board Meetings
   • Financial Responsibilities
   • Risk Management
   • Strategic Planning
   • Board-Staff Relationship
   Purpose of Board 
   Orientation
   • To govern based on documents and key information 
   • To focus on the strategic direction, mission and goals of the 
    organization
   • Fiduciary duties; the trust of members in the board of 
    director 
   • To explore opportunities while being careful with our 
    resources 
   • To develop policies and procedures. 
   • To manage risks
        About FPA
        •                        The Financial Planning Association® (FPA®) is the 
         principal professional organization for CERTIFIED 
                            ®
         FINANCIAL PLANNER™ (CFP ) professionals, 
         educators, financial services providers and 
         students who seek advancement in a growing, 
         dynamic profession.
        • Nonprofit organization classified by IRS 501(c)6: 
     Who is FPA?
     •  FPA members adhere to the highest standards of 
      professional competence, ethical conduct and 
      clear, complete disclosure to those they serve 
      and take part in FPA’s One Connection™ for 
      professional education, business success, 
      advocacy and community at the national and 
      chapter levels.