1.What is your name?

2.What is your email address?

3.What is your local FPA chapter?

4.NexGen is evaluating interest in creating national study groups and mastermind groups. Please review the definitions of each and describe your interest or involvement in these groups.
 
A study group is an informal meeting of fellow financial professionals usually to discuss a specific topic through less-structured dialogue. They can accommodate up to 20 attendees and typically do not have a member selection process or substantial accountability requirements.
 
A mastermind group is a formal meeting of fellow financial professionals that usually has a facilitator setting an agenda and structuring the meeting and conversation. They typically involve 10 or less members who all share a similar targeted interest or need, or who have similar characteristics as professionals or in clientele.

Based on these definitions (select all that apply):

I am interested in joining a new study group.

I am interested in joining a new mastermind group.

I am interested in joining both a new study group and a new mastermind group.

I am already a member of a study group.

I am already a member of a mastermind group.

I am not already a member of either and am not interested in joining a new one.

5.Which of the following NexGen subcommunities best describes you?

Student, currently enrolled and considering a financial planning career

Early-career professional, still in the developmental phase with no previous careers

Career changer, switched from another industry into financial planning already

Career evaluator, working in another industry and considering a switch into financial planning

6.Please select which statement best describes you currently?

I do client-facing financial planning work and it is what I want to be doing.

I do client-facing financial planning work but I would prefer to not be client-facing.

I do not do client-facing financial planning work but I would like to eventually be client-facing.

I do not do client-facing financial planning work and I do not want to be client-facing.

7.How many years have you worked in the financial planning industry?

1-5

5-10

10+

N/A (I am a student or career evaluator

8.How many of those years have you been doing client-facing financial planning work?

0 (I am an early-career professional or career changer who is not client-facing)

1-5

5-10

10+

N/A (I am a student or career evaluator)

9.NexGen has several local and regional communities in addition to our national programs. Please select which of these best describes your experience with a local NexGen community:

I am actively involved in my local or regional NexGen community.

I am not actively involved in my local or regional NexGen community but know who I can contact in my chapter if I want to become involved.

I am not actively involved in my local or regional NexGen community and do not know who in my chapter to contact about it.

There is not a local or regional community in my area and I am not interested in starting one.

There is not a local or regional community in my area and I may be interested in starting one.

I am unsure if there is a local or regional community in my area.