NAPFA Genesis is a peer-to-peer networking group designed to encourage professional growth and development among NAPFA members who are 33 years old and younger. As part of their membership, all NAPFA members under the age of 33 are automatically enrolled in NAPFA Genesis. Anyone interested in advancing their career, or lending a hand to those who are just starting out, is invited to participate in NAPFA Genesis.
The group is focused on three primary objectives:
- Discover: Access information and resources about Fee-Only planning and how to serve clients through adherence to a strict fiduciary standard.
- Contribute: Share tools and resources and collaborate to advance themselves and the Fee-Only financial planning profession.
- Advance: Access to current job postings and a network of professionals willing to provide mentorship to peers.
How Do I Get Involved?
Reach out to a Committee Member
NAPFA Genesis has a committee that works hard to create content and networking opportunities for our younger planners. Click here to connect with members of the committee!
Engage Community
There are a lot of ways to be involved with NAPFA Genesis. All members 33 and under are automatically entered into the NAPFA Engage Genesis Community, a place where you can privately share questions or thoughts with the other 300-plus members of the community. To take a look around the Genesis Community on Engage, please click here.
Genesis has a new Facebook community, where young planners go to discuss problems they're working to solve, ask for recommendations, and talk about the next step in their careers. Click here to visit and join (it's an open group, so you don't have to be a member to belong!)
Study Groups
NAPFA Genesis has recently expanded to local study groups. For more information on how you can get involved and attend or start a local meeting in your community, click here.
Scholarships
NAPFA Genesis sponsors several scholarships throughout the year to further your profession with educational and networking opportunities. Click below to learn more!
Webinars
NAPFA Genesis sponsors educational webinars about topics that our young planners need information on. These webinars are free to NAPFA Genesis members. Visit the Genesis Engage community for more information!
