NAPFA - National Associations Of Financial Advisors

 

 

In the vast financial planning profession it is easy for students and young professionals to get lost. Many of the tools and resources available are developed by commission-based companies looking to turn young planners into product salespeople. For those looking to do financial planning according to a strict fiduciary standard, there are very few resources available. That’s where NAPFA Genesis comes in!

 

NAPFA Genesis is a peer-to-peer networking group designed to encourage professional growth and development among NAPFA members and affiliates who are 33 years old and younger. The group is focused on three primary objectives:

 

Discover: Members have access to information and resources to educate them about Fee-Only planning and how they can best serve clients through adherence to a strict fiduciary standard.

 

Contribute: Members have an opportunity to share tools and resources and collaborate to advance themselves and the Fee-Only financial planning profession.

 

Advance: Members have access to current job postings and a network of professionals willing to provide mentorship to peers.

 

NAPFA Genesis is driven through a variety of social media tools, including Facebook, LinkedIn, and Twitter, as well as an interactive “user group” provided through NAPFA.

 

Membership is open and free to all NAPFA members, affiliates, and students under the age of 33. Anyone interested in advancing their career, or lending a hand to those who are starting their career, is invited to join NAPFA Genesis. Send an email to genesis@napfa.org stating your interest and a representative will reply within a couple business days.

 

In addition, NAPFA Genesis offers a mentor program to enhance the professional development opportunities for new members by connecting them with an experienced member willing to share their professional insight and career experiences.