Chapter Meetings

Applied Technology


Presented by U of A professor Thomas Korankye, Ph.D, CFP(R)

Technology has become an indispensable tool in financial planning practice, necessitating the need for planners to gain exposure to relevant software programs as a part of their training. This presentation will showcase the professional technology opportunities available to the University of Arizona financial planning students. Participants will gain insights into the various software programs that our students experience before entering the workforce. Participants will also be able to share their knowledge and experience with the University of Arizona to enhance student experiential learning of professional technology programs.


Wednesday, October 11th, 2023



Northern Trust

3450 E Sunrise Dr Suite 100, Tucson, AZ 85718

2 Hrs of CFP CE Credits for FPA/CFA Members  


FPA Members are free / CFA Members are free / Guests $40

Pay with a credit card here


3:4pm registration – Speaker will speak at 4:15pm

RSVP to Gerry Oldenski by Monday,

October 9, 2023 at

[email protected]


Helpful FPA membership links:

·       FPA Learning Center continuing education courses, connect with and learn from top industry coaches, consultants, practitioners, and researchers as well as gain access to award-winning industry publications.

·       FPA Job Board that can be found here and allows job seekers to showcase their skills and work experience to prospective employers and provides employers access to a qualified talent pool to fill open positions. There are additional Employer and Recruiter benefits around posting internships and jobs.

·       FPA Marketplace has exclusive access to a curated list of products and services.


2023 Programs – Upcoming Meetings


Mark Your Calendars

If you have any ideas for topics or speakers, please contact Trey Andrew