Nomination Application 2022

Thank you for your interest in serving on the AFCPE Board of Directors, starting January 2022. Terms are 3 years. Please complete this form by June 30, 2021.

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* 1. Application Information

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* 2. Are you currently a member of AFCPE?

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* 3. Please indicate the constituency that you represent:

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* 4. Please indicate what AFCPE Certifications you hold in good standing:

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* 5. Please list any other professional certifications you may hold (examples: FFC, CFP, ChFC, CPA, etc.):

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* 6. Please describe your academic and/or experience qualifications in this field:

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* 7. Please summarize your experience and participation with AFCPE (Task Force/Committee work, membership history, certification experience, etc.):

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* 8. Please indicate any recent and relevant experience with other organizations in the field (FPA, FTA, ACCI, etc.), including your length of service and role:

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* 9. Please indicate your commitment level to diversity, equity, and inclusion:

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* 10. Please provide specific examples of when you have demonstrated leadership or commitment to diversity, equity, and inclusion in your work:

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* 11. How knowledgeable do you feel about trends within your constituency (practice, university, military)?

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* 12. Please provide specific examples of demonstrated experience with trends in your constituency:

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* 13. How knowledgeable do you feel about trends for the personal finance industry at large?

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* 14. Please provide specific examples of demonstrated experience with personal finance industry trends:

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* 15. Please indicate any additional areas of expertise that you would bring to the Board:

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* 16. What is your greatest attribute that you will bring to the Board?

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* 17. Please indicate your motivation and goals for serving on the AFCPE Board of Directors:

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* 18. Board Members are required to attend a minimum of quarterly meetings, and communicate effectively. Due to Covid-19, meetings have all been held virtually over Zoom. 

Board members are required to pay for travel/hotel and symposium registration for the November Board meeting (AFCPE provides a 50% discount code to the symposium, food and one hotel night when in person).

Please indicate if you have any concerns regarding cost or personal/professional schedule which might affect participation in AFCPE Board activities:

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* 19. Will your employer allow you time to participate in quarterly meetings, and if/when possible travel for up to two in person meetings each year?

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* 20. The AFCPE Board of Directors is geographically separated. How comfortable are you using electronic/technological resources to meet and/or coordinate necessary reviews and actions?

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* 21. Please indicate any conflicts of interests you may have in serving on the Board:

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* 22. Please upload current resume or CV:

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