The financial planning profession offers many options, such as choosingaspecialty,selectingabusinessmodel,anddecidinghow to attract and interact with clients. But when it comes to continuingeducation,wemostlygetthesamethingoverandover: lecture afterlectureafterlecture.
We all learn differently, and just because we're in the same profession doesn't mean we all absorb info the same way. So, how great would it be if, as financial planning professionals, we had different options variety in how we learn, from different types of content andpresenterstyles?
This idea led to the creation of FPAAZ LearningHub+. Following the initial curiosity of James D. Schwartz, we experimented with different content and presentation styles to see what worked best. Over time, we realized this model could help any FPA chapter or professional group improve rigor + engagement in the learning experience.
LearningHub+ is all about YOU: yourcareer,yourambitions,your motivations, and your learning style. You deserve top-notch local learning from your FPA chapter. This workbook will help you identify ways to create your best learning experience. Once you understand how to take charge of your own learning journey, you’ll be able to make any content, format, or presenter feel more engaging andeffective.
We offer a comprehensive range of services that prioritize your peace of mind, safeguard your legacy and protect your interests. We understand that each client has their unique financial situation, family dynamics and personal aspirations, and we tailor our approach to suit your specific needs and goals.
Connecting with other financial professionals can advance you along your learning journey so that you reach your ambitions sooner and more confidently…Whilegivingyouthesatisfactionofhelpingothersdothesame.
Learnmore AND retainmore bycustomizing yourlearningjourney!
Chances are, the things you enjoy directly correlatewiththewayyouliketolearn. When you understand the hows, whats, wheres and whens of your learning preferences, you can use that information to make all learning bothprofessional andpersonal morerigorous+engaging.
Ilovedtalkingoverideaswithothers.
Ilovedquiettimeandexploringonmyown.
Ilovedsingingandactingthingsout.
Ilovedallkindsofthings.
AdultLearningStyles
Visual
You prefer to use pictures, diagrams, images and spatial understanding to help you learn.
Combination
Your learning style is a combination of two or more of these styles.
Logical / Mathematical
Learning is easier for you if you use logic, reasoning, systems and sequences.
Musical / Auditory
You prefer using sounds or music or even rhythms to help you learn.
All ads should conform to the following guidelines:
File Types: PDF, JPEG or TIFF, high-resolution file (300dpi or higher). Files received in any other format will not be accepted.
File Size: 6.775 w x 9.14 h (full page), full bleed okay
Submission deadline: TBD; or submit ASAP for premium placement
Submit to: Lisa Binsfeld (binsfeld.lisa@gmail.com); Re: FPA Learning Hub ad [company name]
Ad space is included for all current Chapter Partners and Catalysts as of 1/23/25 at/above $3,000 annual funding commitment, concurrent with their Partner and Catalysts anniversary dates. Subsequent ad uploads are anticipated every 6 months.
Put what you’ve learned to use! Ahead of your next professional development activity, use the TIPS on the opposite page to prepare a strategy to maximize enjoyment and long-term retention. Afterwards, pause and reflect did your advance preparation improveyourperceptionofrigor+engagement?
Share this link for this workbook with others in your network. Compare/contrast lifecycles, ambitions, learning drivers and styles. How can you help each other? How can you help your [firm/chapter/organization] provide Quality Local Learning for you?
Visit the FPAAZ Connect! calendar to identify chapter learning eventsthatappealtoyourambitionsandlearningpreferences.
Request the LearningHub+ Presenters' Checklist - an idea list to help you produce Quality Local Learning for others when you are presentinginformation.
Resources&References
FPAArizonadoesnotseektocompetewithacademicresearchersregardingpedagogyor androgogy.Rather,weseektoofferourprofessionalcommunitypragmaticideastohelp themcrafttheirbestlearningexperience.Sharingresourcesandexercisesaroundlearning stylesmightguideourworkbookuserstoexploreanddiscovertheirlearningpreferences andincreasetheirsatisfactionovertimewiththeirchosencontinuingeducationoptions. Crafting the exercises included in this workbook required our own journey of exploration. Thesearesomeofthereferenceswefoundmosthelpful.
LearningHub+ benefited from the dedicated efforts of many Lifelong Learning volunteers over many years. We can’t possibly identify them all – this partial list includes the most active professional volunteers doing program planning duringthetimeframeofLearningHub+development.
