EmailMe Form - 2025-2028 NAPFA Board of Directors Application

Candidate Name *

First Last

Candidate Email *

GENERAL BACKGROUND INFORMATION

Years in the financial planning profession: *

Are you a CFP® professional? *

Yes

No

If yes, when did you earn the CFP® designation? *

List all professional designations and licenses held *

Are you a NAPFA member? *

Yes

No

NAPFA member type: *

What year did you join NAPFA? *

Current Firm Size (Number of Employees): *

Current Firm Size (Number of Client Households): *

Is your Current Firm SEC or State Registered? *

List past NAPFA volunteer service: (include any board positions, committee memberships, leadership roles, tasks forces or other relevant involvement) *

List other volunteer service: (include any board positions, committee memberships, leadership roles, tasks forces or other relevant involvement) *

List the names of three or more references who have served with you in some volunteer or professional capacity. *

The Leadership Development Committee will contact these individuals to discuss your service. You must include current contact information including phone and email. The Committee reserves the right to contact both listed and non-listed references/NAPFA members at its discretion.

QUESTIONS

What do you see as NAPFA's role in the financial planning profession going forward? *

What do you believe are the critical issues for NAPFA and the broader financial planning community during the next three to five years? *

Name some areas where you believe NAPFA can improve. Are there any areas of concern with regard to the organization? *

Why do you feel you would be an asset to the NAPFA Board of Directors? *

Describe yourself and how you can help further NAPFA's Mission. What are the unique strengths and passions you would bring to the Board? *

What do you hope to accomplish as a Board member? *

Please provide examples of how you've thought or led strategically in your previous volunteer positions. *

What else should the Leadership Development Committee know about you that is not reflected elsewhere in your application? *

If chosen for Board Service, please indicate your areas of interest and functional skills, if any. (check all that apply): *

Are you aware of anything that might result in you or your firm being censured by a regulatory agency or charged with a criminal offense? Further, are there any incidents or events in your current practice or in your prior history that could in any way reflect adversely on NAPFA? If so, please elaborate with specificity. *

ATTESTATION

Candidate Attestation
If selected to serve on the NAPFA Board of Directors: *

I commit to actively participate in NAPFA’s strategic planning process and commit to striving to achieve the existing strategic plan’s goals and objectives.

I commit to actively supporting NAPFA’s mission and to fulfilling its vision for the future.

I commit to working collaboratively with fellow Board members, NAPFA staff, volunteers, and other internal/external stakeholders. d option

I commit to fulfill the duties and functions associated with being a member of the Board of Directors.