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Exterior of FPAC, her decades-long profession contains intensive expertise in CEO roles and organizing groups, in addition to serving on numerous boards. Because the co-founder and CEO of Spring Planning, she firmly embodies the affiliation’s imaginative and prescient and mission to emphasise monetary planning as a career in and of itself.
“Individuals who work on this subject typically even have interrelated features of their profession, like insurance coverage and funding administration,” Chung says. “FPAC is concentrated purely on monetary planning, treating that experience as a career, and actually making a group round that.”
Collectively, she says FPAC’s members are pushed by a need to push the envelope for monetary planning, each for the professionals within the business and the purchasers they serve. That message has rung by means of loud and clear in its conversations with regulators and different organizations, with Pereira having stood because the face and voice of FPAC since its inception.
FPAC additionally offers schooling to its members, however as Chung explains, it’s extra of a community-based model of studying, in distinction to the curriculum-based exercise one would possibly count on from different organizations that present formal designations.
“We’re nonetheless a reasonably small group. To be long-term sustainable, we have to enhance our membership,” she says. “We’ve acquired a very lively membership committee headed up by Karen Mizgala, who’s on the board of administrators and the CEO of Cash Coaches Canada. … We’ve acquired just a few issues deliberate to roll out over the following 12 months or so to not solely enhance our numbers, but in addition enhance the expertise for present members.”
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